Job Description

About Mortgage Automator:

Built by Lenders, Designed for Growth. Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator is a cutting-edge technology company specializing in providing innovative, automated solutions for the private lending industry.



Our comprehensive product offerings include modules for loan origination, servicing, and administration. The loan origination module automates the entire process from application to approval, ensuring quick and accurate decision-making. Our servicing module streamlines payment processing, accounting, and borrower communications, while our administration tools offer robust reporting, compliance tracking, and portfolio management capabilities, optimizing operations for our clients.



At Mortgage Automator, our mission is to transform the private lending landscape through the power of automation and technology. We are committed to reducing administrative burdens, improving operational efficiency, and enhancing clarity throughout the lending process. By delivering exceptional support and training, we ensure our clients maximize the value of our platform, empowering them to succeed in a competitive market and driving growth and innovation within the industry.

Why Join Us?

Growth Prospects:

You'll be part of a company backed by one of the biggest growth equity firms in the US, which opens doors to tremendous exposure, and learning and growth opportunities from the best in the industry!

Compensation & Benefits:

Enjoy competitive salaries, comprehensive health benefits, and generous vacation policies.

Impactful Work:

Your contributions will directly influence our strategic initiatives and leverage data to maintain our competitive edge.

Innovative Environment:

Stay at the forefront of technology as you work with the latest tools and techniques in product design, data management and analytics.

Industry Expertise:

Gain insights into the mortgage industry that can inform personal and professional decisions.

Vibrant Culture:

Join a team that values collaboration, peer-coaching, and continuous learning, where professional relationships flourish.

Key Duties & Responsibilities

Create and post

journal entries

, and analyze

bank statements, expenses, collections

, and other financial data. Maintain accurate

bookkeeping records

and

general ledger entries

. Manage

accounts payable

and

accounts receivable

functions. Assist with

biweekly payroll processing

, reconciliations, and related journal entries. Prepare and review

balance sheet and account reconciliations

monthly as part of the close process. Maintain and reconcile

related party

and

intercompany transactions

. Produce detailed

monthly financial reports

, including

Income Statement, Balance Sheet, and Reporting Packs

. Prepare and file

sales tax returns

(US and Canada) and other compliance documents as required. Assist

external auditors

with requests and ensure audit readiness. Perform

special projects, ad hoc analyses

, and additional duties as required.

Skills & Qualifications

Accounting designation

(completed or near completion) required.

3-5 years of accounting experience

in a

small to mid-sized business

or Saas finance environment. Proficiency in

QuickBooks Online.

Advanced

Microsoft Excel

skills (pivot tables, lookups, data analysis). Strong understanding of

financial reporting, reconciliations

, and

ASPE principles

. Excellent

time management

,

organization

, and

attention to detail

. Strong

analytical

and

problem-solving

skills with sound judgment. Self-starter with the ability to

work independently

while contributing to a collaborative, team-oriented culture. Comfortable operating in a

fast-paced, evolving environment

with multiple priorities. * Professional, reliable, and committed to accuracy and integrity in all financial matters.