Accountant (Job ID: CHAJO2)
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We’re Hiring: Accountant (Mid-Level)
📌 Job Information
Job Title:
Accountant (Mid-Level)
Job ID:
CHAJO2
Industry:
Mortgage Lending and Financial Services
Location:
LATAM
Job Status:
Part-Time
Work Schedule:
Monday to Friday, 8:00am to 5:00pm CST (Flexible within time zone)
Compensation:
$11 to $14 per hour
Target Start Date:
ASAP
🎯 Role Overview
About the Client:
The client is a premier mortgage lending company with over 25 years of experience serving the Texas real estate market. Originally focused on the Austin area, they have expanded their high-touch lending services across Texas and into multiple states nationwide. They combine decades of expertise with modern technology to deliver a seamless home-buying experience. As a multi-brand organization committed to growth and excellence, they pride themselves on professionalism, consistency, and helping families achieve homeownership.
About the Role:
The Mid-Level Accountant plays a critical role in maintaining the financial operations of a fast-paced mortgage lending environment. This position ensures the accuracy of daily financial activities while leveraging advanced data tools to provide insights into loan pipelines and operational efficiency. The role bridges traditional accounting functions with business intelligence to support financial excellence and a five-star client experience.
🛠 Key Responsibilities
• Manage daily general ledger activities, including AP/AR, vendor bill entry, and bank reconciliations using QuickBooks Online and Microsoft Dynamics
• Partner with Operations and Loan Origination teams to ensure accurate booking of loan-related expenses and revenue
• Develop and maintain automated financial dashboards in Power BI to track KPIs, loan volume trends, and cost-per-loan metrics
• Assist in synchronizing data between Microsoft Dynamics and mortgage origination systems to ensure accurate and unified financial reporting
• Support month-end and year-end close processes, including accruals, prepayments, and intercompany transactions in accordance with GAAP
• Prepare audit work papers and support internal and external audits, ensuring compliance with mortgage-specific regulations and disclosures
• Identify and implement process improvements by automating workflows using Microsoft Dynamics and Power BI
• Contribute to maintaining efficient financial processes that support a 7–21 day loan closing cycle
✅ Qualifications & Skills
• Bachelor’s degree in Accounting or Finance
• 3–6 years of progressive accounting experience at a mid-level
• Expert-level knowledge of QuickBooks Online for transactional accounting
• Practical experience using Microsoft Dynamics for ERP functions
• Strong ability to build, manage, and interpret dashboards and reports in Power BI
• Advanced Excel skills, including pivot tables, Power Query, and complex formulas
• Ability to communicate financial data clearly to non-financial stakeholders
• Prior experience in Mortgage Lending, Real Estate, or Financial Services preferred
• Familiarity with loan-level accounting, warehouse line reconciliations, or mortgage servicing rights (MSR) valuation support
• Experience supporting system implementations, software migrations, or third-party integrations with Microsoft Dynamics
Submit your application today and take the first step toward your next great opportunity!