About Company
Luxury Mortgage Corp is a leading independent mortgage banker dedicated to providing exceptional service and a wide range of mortgage products to clients across the nation. With a strong commitment to integrity, innovation, and client satisfaction, we empower individuals and families to achieve their homeownership dreams. Our Bonita Springs office serves as a crucial hub for our operations, fostering a collaborative and professional environment where every team member contributes to our collective success. We pride ourselves on cultivating a supportive workplace that encourages professional growth and recognizes the hard work and dedication of our employees, ensuring we continue to be a trusted partner in the financial services industry. Join a company where your contributions are valued and directly impact our mission to deliver outstanding mortgage solutions.
Job Description
We are seeking a highly organized and detail-oriented Finance Clerk with strong office support skills to join our dynamic team in Bonita Springs, FL. As a Finance Clerk – Office Support, you will play a critical role in ensuring the smooth and efficient operation of our financial and administrative functions. This position requires a proactive individual who can manage multiple tasks, maintain accurate records, and contribute to a positive office environment. Your responsibilities will span from precise data entry and financial record keeping to providing essential administrative support to our mortgage professionals. You will be instrumental in processing financial transactions, reconciling accounts, and preparing various financial documents, all while upholding the highest standards of confidentiality and accuracy. Beyond the numbers, you will be the backbone of our office, handling incoming communications, managing supplies, and assisting with various projects to keep our operations seamless. This is an excellent opportunity for someone looking to grow their career in the financial services industry, offering a chance to work closely with experienced professionals and make a tangible impact on our day-to-day business. We value critical thinking, a strong work ethic, and a genuine desire to learn and contribute to a thriving team. You will be tasked with ensuring all financial documentation is meticulously prepared and filed, supporting our loan officers and administrative staff, and helping maintain the high level of organization our fast-paced environment demands. If you are meticulous, customer-focused, and eager to take on a challenging yet rewarding role, we encourage you to apply and become a vital part of the Luxury Mortgage Corp family, contributing to our continued success and growth.
Key Responsibilities
- Process invoices, expense reports, and other financial transactions accurately and in a timely manner.
- Perform data entry for financial records, ensuring precision and adherence to company policies and regulatory guidelines.
- Assist with bank reconciliations, vendor statement reconciliations, and other month-end closing procedures.
- Maintain organized and comprehensive financial filing systems, both digital and physical, ensuring easy retrieval and compliance.
- Prepare financial reports, spreadsheets, and summaries as required by management and various departments.
- Handle incoming calls and emails professionally, directing inquiries to the appropriate department or individual promptly.
- Manage office supplies inventory, placing orders and ensuring availability while staying within budget.
- Provide general administrative support, including scheduling appointments, preparing correspondence, and managing incoming/outgoing mail.
- Assist with onboarding new employees by preparing necessary documentation, setting up workspaces, and providing initial orientation support.
- Ensure compliance with company financial policies, procedures, and relevant regulatory requirements in all tasks.
- Collaborate effectively with other departments and team members to resolve financial discrepancies and improve overall workflow efficiency.
Required Skills
- Minimum of 1 year of experience in a finance, accounting, or administrative support role.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) with strong command of Excel functions and formulas.
- Excellent organizational, time management, and multitasking abilities with a proven track record.
- High level of accuracy and meticulous attention to detail in all tasks.
- Strong verbal and written communication skills, capable of professional interaction with clients and colleagues.
- Ability to handle confidential information with the utmost discretion and integrity.
- Proven ability to work both independently with minimal supervision and collaboratively as part of a cohesive team.
Preferred Qualifications
- Associate’s degree in Accounting, Finance, Business Administration, or a related field.
- Experience with accounting software (e.g., QuickBooks, SAP, Oracle NetSuite) or similar financial management systems.
- Previous experience specifically within the mortgage or broader financial services industry.
- Familiarity with financial regulations and compliance standards.
Perks & Benefits
- Competitive salary and eligibility for performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans for employees and their families.
- 401(k) retirement plan with attractive company matching contributions.
- Generous paid time off (vacation, sick leave, and company holidays).
- Opportunities for continuous professional development, training, and career advancement within the company.
- Supportive, collaborative, and professional work environment that values teamwork.
- Employee assistance program offering confidential support and resources.
- Company-sponsored team building events and social activities.
How to Apply
To apply for this exciting opportunity and become a vital part of the Luxury Mortgage Corp team, please click on the application link below. You will be directed to our careers page where you can submit your detailed resume and a compelling cover letter. Please ensure your application highlights your relevant finance and office support experience, emphasizing your accuracy and organizational skills. We look forward to reviewing your qualifications and potentially welcoming you to our Bonita Springs office!