Office Manager

Our client is a boutique private lender located in the Bellevue region. They take a highly client-centric approach and have become an industry leader for alternative financing and hard money lending throughout the Pacific Northwest. The Office Manager will play a very critical role in adding value across many of the firm’s key functions. Reporting to the General Counsel and serving the small team including the President, this person will be a very valuable member on Day 1, providing stability, organization, process and problem solving to help the firm continue to grow and prosper.

Key Responsibilities

• Loan Servicing: Assist with aspects of loan servicing, including applying payments and answering basic to intermediate questions found in the system.
• Office Management: Maintain an organized office, prioritizing creating a filing system. Order office supplies regularly.
• Bookkeeping: Manage all of the company’s Accounts Payable, including all vendor invoice payments. Manage some other light bookkeeping in QuickBooks.
• CPA Firm: Act as the main liaison with the firm’s CPA for corporate taxes.
• Taxes: Manage all the firm’s state and local tax filings and payments.
• Borrower-facing: Act as first POC for incoming requests from borrowers, tracking borrower statements and answering questions from borrowers as necessary.
• Client-facing: Act as a first-pass liaison with many clients; performing portions of the new client intake process, answering questions about their statements and more.
• Compliance: manage the company’s Docusign process, open new legal entities and more.
• Escrow & Closings: over time, learn the process and participate in communication with third parties and documentation.

Key Qualifications

Technical

• Education: Bachelor’s degree or equivalent in work experience required.
• Skills: Exposure to loan servicing or underwriting and the full accounts payable process required.
  • Prior small office management skills required (organization, filing, process creation and documentation).
  • Full bookkeeping exposure nice to have.
  • Experience with filing state/local taxes and other compliance documents nice to have.
• Systems: QuickBooks experience required.

Traits

• Organized and process-driven
• Highly motivated by learning and improving processes
• Clear and concise communicator with people of all types – excited to pick up the phone and have a conversation with a new person.
• Highly curious
• High sense of ownership