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Payments Team Assistant

Equity Smart Home Loans

Payments Team Assistant

South Pasadena, CA
Full Time
Paid
  • Responsibilities

    Welcome to EQUITY SMART HOME LOANS!


    Established in 2001, Equity Smart was created to make home loans accessible to everyone. We started as a small mortgage broker dedicated to three things: great customer care, integrity, and empowering our clients and partners. Since our humble beginnings, Equity Smart has grown to be a leader in the mortgage broker community.

    We see a need for a new type of mortgage broker, one that views its loan officers and employees as PARTNERS, one that EMPOWERS people to build their equity through the mortgage process, one that takes pride in its COMMITMENT to IMPROVEMENT, INTEGRITY, TEAMWORK, and tireless effort to deliver QUALITY SERVICE. We see a need for Equity Smart. If you are looking for an exciting role with a young and growing company, then this may be the place for you!

    General Job Description

    The Payments Team Assistant assists with daily bookkeeping, accounts payable, assistance with end-of-month close/reconciliation, and other related duties as assigned. This team member will work closely with and report directly to the senior member in the Payments team.

    Key Tasks and Responsibilities

    • Assist in daily accounts payable activities, 

    • Prepare commission payments 

    • Perform data entry

    • Assist in preparing monthly financial reports 

    • Correspond with vendors to facilitate timely payments; correct errors

    • Assist in processing key expense statements/reimbursements for payments

    • Make bank deposits

    • Process vendor payments and check requests

    • Perform office administrative duties as requested

    • Position may require travel and commuting to different locations such as Branch Office

    Required Skills/Abilities:

    Outstanding organizational skills and attention to detail

    Excellent oral and written communication skills

    Process minded and communicative

    Proficiency in Microsoft Office programs, above average proficiency in Microsoft Excel

    Familiarity with electronic data processing

    Professionalism, integrity, self-discipline, resourcefulness, takes initiative

    Strong time management and prioritization skills

    Ability to accurately process and record a large volume of numerical data

    Ability to apply common sense understanding to carry out instructions in written or oral form 

    Proficiency with MS Office and email

    Ability to communicate well, both written and orally

    Strong customer service skills

    Education and Experience:

    • High school diploma or general education degree (GED)
    • Six months to one year of related experience and/or training