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Tax Examiner / Collector
Waco, TX

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G13 Housing Agency

Bilingual Spanish-Speaking Loan Facilitator

Job Description

Bilingual Spanish-Speaking Loan Facilitator G13 Housing Agency Waco, TX Job Details Part-time | Contract $250 - $1,000 a week 7 hours ago Benefits Professional development assistance Opportunities for advancement Flexible schedule Qualifications Foreign language proficiency Full Job Description Job Summary We are seeking a dynamic and bilingual Spanish-speaking Loan Facilitator to join our team! In this vital role, you will serve as a key point of contact for clients navigating the loan process, providing expert guidance and support in both English and Spanish. Your energetic approach will help streamline loan applications, ensure compliance with financial regulations, and foster positive relationships with clients. This position offers an exciting opportunity to make a meaningful impact by assisting diverse communities in achieving their financial goals through efficient loan facilitation. Duties Assist clients in completing loan applications accurately and efficiently in both Spanish and English, ensuring clarity and understanding of all requirements. Review and verify client documentation, including income statements, credit reports, and other financial records, utilizing accounting software and financial systems. Manage accounts receivable and payable processes related to loans, including billing, collections, and account reconciliation using tools like QuickBooks, Sage, or similar financial software. Conduct data entry and maintain detailed records of all loan transactions, ensuring compliance with SOX (Sarbanes-Oxley Act) controls and GAAP (Generally Accepted Accounting Principles). Communicate effectively with clients via phone or email to provide updates, answer questions, and resolve issues related to their loan status or documentation. Collaborate with internal teams to process journal entries, perform account reconciliation, and analyze spreadsheets for accuracy using Excel formulas and data analysis techniques. Support the loan approval process by performing analysis skills assessments, reviewing financial concepts such as debits & credits, double entry bookkeeping, and technical accounting practices. Qualifications Bilingual fluency in Spanish and English is essential; excellent communication skills in both languages are required. Prior experience in accounting or finance roles involving public accounting, governmental accounting, or corporate finance is highly preferred. Strong knowledge of accounting systems such as PeopleSoft, Microsoft Office Suite (Excel data analysis), Sage, or similar platforms. Familiarity with billing software, spreadsheets, Excel formulas, account reconciliation processes, and accounts receivable management. Demonstrated ability to handle collections account management tasks with professionalism and customer service excellence. Experience working with financial concepts including journal entries, debits & credits, technical accounting practices, and 10 key typing skills. Excellent analysis skills combined with attention to detail for data entry accuracy and compliance adherence. Ability to communicate effectively over the phone with clients while maintaining proper phone etiquette. Join us to be part of a dedicated team committed to empowering clients through exceptional service! We value energetic professionals who thrive in fast-paced environments while delivering transparent support throughout the loan process. This paid position offers an engaging environment where your expertise in accounting systems and customer service can truly shine!
Pay:
$250.00 - $1,000.00 per week
Benefits:
Flexible schedule Opportunities for advancement Professional development assistance
Work Location:
Hybrid remote in Waco, TX 76711