Back Office Assistant

Company Description

Bluebono is building the connective infrastructure for the next generation of real estate credit. We focus on private lending, real estate credit opportunities, servicing, portfolio management, and capital coordination for opportunities that often fall outside traditional lending channels.

We are looking for a Back Office Assistant with an accounting or finance background to support our lending business and affiliated entities. This role will assist with back-office operations, accounting coordination, loan servicing support, banking relationship coordination, document management, and internal project tracking.

This position is ideal for someone who is detail-oriented, eager to learn, comfortable working in a fast-paced and collaborative environment, and able to think critically when reviewing information, identifying discrepancies, and supporting process improvements.

Role Description

The Back Office Assistant is a full-time, on-site role based in Pasadena, CA. This role supports day-to-day operational and administrative activities, including maintaining records, preparing documentation, and ensuring accurate data entry across internal systems. The Back Office Assistant will coordinate with front-office and operations teams to process transactions, track workflows, and support pipeline and portfolio management activities. Responsibilities also include responding to internal and external inquiries, assisting with scheduling and correspondence, and helping improve processes for greater efficiency and consistency. The role requires attention to detail, clear communication, and a proactive approach to supporting a fast-paced real estate credit environment.

Key Responsibilities

• Support lending operations, including loan file organization, document tracking, data entry, and workflow coordination.
• Assist with accounting coordination by organizing bank statements, invoices, closing statements, transaction records, loan schedules, and supporting documents for accountants, bookkeepers, and service providers.
• Support loan servicing activities, including payment tracking, borrower records, payoff requests, insurance records, servicing documents, and portfolio updates.
• Assist with banking coordination, including bank document organization, transaction tracking, wire/payment support, and communication with banking partners.
• Help with back-office and accounting coordination for Bluebono’s affiliated entities, investment projects, and related business activities.
• Maintain accurate records across internal systems, spreadsheets, shared drives, and workflow platforms.
• Support management with special projects, reporting requests, process improvements, and administrative tasks as needed.

Qualifications

• Accounting, finance, business, real estate, or related educational or work background preferred.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Strong analytical and critical thinking skills, with the ability to review information, identify discrepancies, ask the right questions, and follow through on open items.
• Eagerness to learn and grow within a real estate lending and private credit business.
• Ability to work in a fast-paced, collaborative environment with internal teams, borrowers, vendors, banks, accountants, and business partners.
• Proficiency with MS office suite, QuickBooks, loan servicing software, and other general office or workflow management tools.
• Experience in private lending, mortgage lending, real estate finance, loan servicing, banking operations, bookkeeping support, or financial services is a plus.
• The ideal candidate is reliable, proactive, detail-oriented, and comfortable handling confidential financial and business information with accuracy and professionalism.