Job Overview

Our client is seeking a highly capable and detail-oriented Spanish Bilingual Executive Operations and Finance Coordinator (Real Estate) for a high-impact virtual role focused on supporting seamless business operations across finance, transactions, loan processing, and client communications. This role plays a key part in maintaining accurate financial records, ensuring transactions and loans progress efficiently, and providing timely support to clients and internal stakeholders.

As a core member of the operations function, the successful candidate will help streamline day-to-day processes and deliver essential administrative and financial support, enabling leadership to focus on strategic priorities, business growth, and revenue generation. This individual will take ownership of financial tracking, transaction coordination, loan management, lead follow-ups, and executive support while maintaining a high level of accuracy, organization, and confidentiality.

Schedule: Monday - Friday, 8:00 AM - 5:00 PM CST, 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

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.