Bookkeeper, Mortgage Coordinator – QuickBooks

The Hello Team

Remote Bookkeeper & Mortgage Coordinator managing financial operations across multiple accounts. Requires proficiency in QuickBooks and a strong understanding of accounting principles.

Posted 7/31/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced proficiency in QuickBooks for bookkeeping, accounts payable, accounts receivable, and financial reporting, alongside a strong understanding of accounting principles and financial regulations. Capable of maintaining accurate financial records, preparing financial statements, and effectively communicating with clients and financial institutions.

Highest-signal resume keywords

Advanced Proficiency In QuickBooksBookkeeping ExperienceKnowledge Of Loan And Mortgage ProcessesStrong Understanding Of Accounting PrinciplesExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccounts Receivable (AR)Accounts Payable (AP)Bank ReconciliationsFinancial ReportingJournal EntriesFinancial Statements PreparationInvoice ProcessingTax Preparation SupportLoan Documentation Processing

Soft Skills

Attention To DetailOrganizational SkillsTime ManagementAdaptabilityResponsiveness

Tools & Technologies

QuickBooksMicrosoft Office (Word, Excel, Outlook)Document Management Systems

Industry Keywords

Financial RegulationsComplianceFinancial TransactionsAudit SupportClient Communication

About the role

Key responsibilities & impact

Organize income and expenses for multiple business and personal accounts
Manage accounts receivable (AR), accounts payable (AP), and bank reconciliations
Maintain accurate and up-to-date bookkeeping records
Accurately record and account for financial transactions in QuickBooks
Record journal entries and support month-end and year-end closing activities
Prepare and organize financial statements and reports
Track expenses and monitor financial activity
Reconcile bank and credit card transactions
Assist with invoice processing and payment tracking
Process loan and mortgage documentation and maintain related records
Review loan files for accuracy, completeness, and compliance
Assist with audit and tax preparation by providing supporting documentation
Coordinate with lenders, financial institutions, and external accountants as needed
Communicate with clients regarding financial documents and record requests
Maintain organized financial, loan, and supporting documentation
Perform other duties related to the position as assigned.

Requirements

What you’ll need

Proficient level of English (written and spoken)
Excellent responsiveness and communication skills, allowing for effective collaboration with clients, colleagues, and teammates
Demonstrated knowledge of loan and mortgage processes and financial regulations
Strong understanding of accounting principles, standards, and best practices
Strong understanding of accounting principles for mortgage loans and interest income recognition
Advanced proficiency in QuickBooks, including bookkeeping, accounts payable (AP), accounts receivable (AR), bank reconciliations, and financial reporting
Minimum of 2 years of bookkeeping experience
Experience maintaining accurate financial records and preparing financial reports
Strong attention to detail with a highly responsible, organized, and dependable work ethic
Excellent organizational and time management skills
Proven ability to meet deadlines consistently in a fast-paced environment
Comfortable working within structured processes and established workflows
Ability to quickly learn new systems, software, and workflows
Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management)
Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach
Positive attitude and the ability to learn and adapt quickly
Ability to understand and follow established processes accurately with minimal supervision
Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs
Interested in long-term career opportunities.
Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Benefits

Comp & perks

100% remote work
Great work environment with potential for growth