Part-Time Accounting and Administrative position
Bayshore Mortgage Funding
The Administrative Assistant provides administrative support to a mortgage company, with primary responsibilities across Human Resources, Licensing, Accounting, and Information Technology . This position requires a highly organized, detail-oriented professional who can manage confidential information, maintain accurate records, coordinate deadlines, and provide day-to-day support to employees and management. Maintain confidential employee personnel files, records, and documentation.
Assist management with HR-related correspondence, policies, forms, and employee communications.
Help ensure company HR practices and records are maintained consistently and confidentially.
Mortgage Licensing & Compliance Support
Maintain accurate records of mortgage loan originator and company licensing information.
Track individual, branch and company license statuses, renewals, continuing education, and other regulatory deadlines.
Assist with applications, renewals, sponsorships, terminations, and other licensing-related administrative tasks.
Accounting & Financial Administration
Provide administrative support to the accounting and finance functions.
Assist with accounts payable and accounts receivable processes.
Prepare, organize, and maintain invoices, receipts, expense reports, and other financial documentation.
Reconcile administrative records and assist with basic account and transaction reviews.
Maintain organized electronic and physical financial records.
Support monthly and year-end accounting activities as requested.
Maintain confidentiality of company financial information and employee compensation records.
Information Technology & Systems Support
Coordinate employee technology setup, changes, and termination of access.
Assist with user account administration, password resets, permissions, and access requests as authorized.
Coordinate with IT vendors or managed service providers when technical assistance is required.
Maintain records of company hardware assets.
Help maintain documentation for company systems, procedures, and technology resources.
Support cybersecurity and information-security initiatives, including employee communications, required training, and documentation.
Escalate technical or security issues promptly to the appropriate IT personnel.
General Administrative Responsibilities
Manage calendars, meetings, correspondence, and administrative communications.
Prepare reports, spreadsheets, presentations, forms, and other business documents.
Assist with office management, supplies, vendors, and facilities-related activities..
Handle sensitive and confidential information with discretion.
Perform other administrative and operational duties as assigned.
High school diploma or equivalent required; associate or bachelor's degree in business administration, human resources, accounting, or a related field preferred.
- 1-3 years of administrative or office management experience; experience in mortgage lending, financial services, banking, or another regulated industry preferred.
- Strong proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
- Ability to learn and navigate mortgage licensing, HR, accounting, and business software systems.
- Ability to handle confidential information appropriately.
Confidentiality: Handles employee, borrower, financial, and company information responsibly.
Communication: Communicates clearly and professionally with employees, management, vendors, and external parties.
Learns new systems, processes, and regulatory requirements quickly.
Works effectively across HR, licensing, accounting, IT, and mortgage operations.
Performance Measures
Accuracy and timeliness of administrative records and documentation.
Accuracy and organization of accounting and financial documentation.
Ability to maintain confidentiality and follow company policies and procedures.
$21.63 - $23 per hour
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