Spanish Bilingual Bookkeeper & Finance Coordinator

Overview

Are you a detail-oriented, bilingual professional looking for a high-impact virtual role in real estate finance? Our client is looking for a Spanish Bilingual Bookkeeper & Finance Coordinator to take complete ownership of financial tracking, transaction compliance, and loan coordination. In this key role, you will streamline day-to-day operations and provide essential administrative support that directly enables leadership to focus on strategic growth. By managing everything from commission statements to client communications, you will serve as a vital link, keeping transactions and loan processes moving forward efficiently. If you have experience with QuickBooks and a strong background in real estate or lending, this is the perfect space to thrive.

Schedule: Monday - Friday, 8:00 AM - 5:00 PM Central Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities

Financial Administration & Reporting

• Maintain accurate records of income, commissions, expenses, and financial transactions
• Prepare and issue commission disbursement and settlement statements
• Reconcile transaction proceeds and ensure all fees and payments are accurately tracked
• Track rental income and property-related expenses
• Manage recurring bills, utilities, and vendor payments, ensuring timely payment processing
• Prepare weekly financial reports and maintain dashboards for leadership visibility
• Organize and maintain audit-ready financial records and supporting documentation

Transaction Compliance & Document Management

• Review transaction files for completeness, accuracy, and compliance
• Identify and follow up on missing documentation, signatures, or disclosures
• Maintain organized digital filing systems and ensure documents are easily retrievable
• Support transaction coordination from initiation through completion

Loan Processing & Coordination

• Manage loan files from application through funding and closing
• Collect, verify, and track borrower documentation
• Coordinate communication between borrowers, lenders, title companies, and internal stakeholders
• Monitor loan status and proactively resolve documentation gaps or delays
• Maintain accurate loan records and reporting

Client & Lead Communication

• Follow up with inbound leads and prospective clients
• Qualify prospects and schedule appointments
• Serve as a primary point of contact for calls, emails, and inquiries
• Manage communication workflows and ensure timely follow-up
• Draft correspondence and maintain professional client interactions

Executive & Operations Support

• Manage calendars, scheduling, and meeting coordination
• Track operational tasks, deadlines, and project deliverables
• Coordinate with vendors, contractors, and stakeholders as required
• Assist with process documentation and SOP development
• Identify operational bottlenecks and recommend process improvements

Requirements

• Minimum 2 years of experience in bookkeeping, finance, operations, executive assistance, or business administration
• Excellent verbal and written communication skills in both Spanish and English
• Must have knowledge of or experience in real estate, or relevant industry experience
• Must have experience using QuickBooks and be familiar with financial functions
• Advanced proficiency in Google Sheets or Excel for tracking, reporting, and analysis
• Ability to handle sensitive financial and business information with discretion
• Comfortable learning and utilizing new software platforms and systems

Preferred Qualifications

• Experience supporting real estate, property management, lending, mortgage, or financial services businesses
• Knowledge of commission disbursement, settlement statements, or transaction coordination
• Experience reviewing compliance and transaction documentation
• Background in loan processing, mortgage administration, hard money lending, or DSCR loans
• Experience with rental property bookkeeping and income/expense tracking
• Comfortable making outbound calls and managing client communications
• Experience with CRM systems, workflow automation, and project management tools
• Previous experience creating SOPs and improving operational workflows

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations