Job description

The Deal Processor (DP) Bookkeeper is responsible for reviewing the accuracy of the Closing Department’s closing submissions and preparing them for processing. The DP verifies we have the escrow funds needed and that we have accurate information on the closing statements and other documents provided by the closing team. The DP issues revisions for inaccuracies and sets up disbursement payments to sellers and their lenders. The DP records all deal closing related information in QuickBooks.

This is a temp assignment for 2 to 3 months but client did say if this person has the experience and does really well could turn into a permanent position.

KEY RESPONSIBILITIES:

· Receive and verify deal preparation packets submitted by the closing department

· Import deal data to deal spreadsheet and complete based on information from closing statement and Internal Software

· Complete Loan Payoff letters based on closing documents

· Set up outgoing disbursement payments in banking and accounting software

· Verify accuracy of closing documents submitted and issue revisions when necessary

· Finalize deal set up and send to Accounting Supervisor to close the deal

· Send post-closing emails and faxes to seller and seller’s lienholder

· Record Deal closing transaction in QuickBooks

· Utilize Microsoft Excel to record additional items

· Provide exemplary customer service while efficiently and professionally assisting customers and assisting other departments in the company

· Performs related work and additional duties as needed or required

KEY SKILLS:

· 2+ years’ experience in dealer operations

· QuickBooks Desktop experience a MUST

· Strong cash management, clerical, and computer skills

· Excellent customers service skills and a passion for working with people

· Must be self-directed with a high level of reasoning and problem-solving ability related to communication tactics, and consumer-facing problem-solving

Job Type: Full-time

Pay: $25.00 per hour

Benefits:

• Health insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

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