Liliana Luna

Detail-oriented Bookkeeper with hands-on experience supporting accounting operations including accounts payable, accounts receivable, bank reconciliations, and financial reporting. Experienced using AppFolio for property accounting and currently completing the QuickBooks Online ProAdvisor Certification.

Former Licensed Loan

Officer specializing in commercial real estate lending, with experience analyzing borrower financials, tax returns, and property cash flow performance. Known for maintaining organized financial records, meeting deadlines, and supporting finance teams in fast-paced remote environments.

Bookkeeper at Home Property Management & Realty LLC (2025-01 – Present)

Processing accounts payable and receivable, including tenant charges and vendor payments. Posting transactions, reconciling bank and trust accounts, and generating month-end reports.

• Process accounts payable and receivable, including tenant charges and vendor payments
• Post transactions, reconcile bank and trust accounts, and generate month-end reports
• Perform bank and credit card reconciliations
• Track and record property expenses in AppFolio and maintain supporting documentation
• Maintain financial records for owner accounts and tenant ledgers
• Generate P&L statements and review month-over-month and year-over-year performance
• Review owner statements to verify expenses and supporting receipts
• Generate delinquency reports and follow up with tenants regarding outstanding balances
• Set up vendors and process payments, including issuing checks for approved invoices
• Process payroll using ADP
• Process quarterly property tax payments for managed properties
• Track property insurance policies, coordinate renewals, and process insurance payments
• Track HOA accounts and coordinate with HOAs and tenants to resolve violations
• Manage maintenance work orders and coordinate vendor repairs with tenants
• Coordinate home warranty claims and track policy renewals for covered repairs

Finance & Operations Support Specialist at eXp Realty Revenos Division (2024-01 – 2025-01)

Supported finance and operations teams with expense tracking and bookkeeping support. Performed corporate credit card reconciliations and maintained financial documentation.

• Supported finance and operations teams with expense tracking and bookkeeping support
• Performed corporate credit card reconciliations and monitored company expenses
• Maintained financial documentation supporting reporting and compliance
• Developed Standard Operating Procedures (SOPs) to improve operational workflows
• Coordinated Latin American agents for cross-border real estate transactions
• Coordinated processes across leadership, operations, and finance teams
• Maintained CRM data accuracy and resolved operational reporting issues

Licensed Loan Officer — Commercial Real Estate Lending at Creative Lending LLC (2020-01 – 2024-01)

Brokered commercial real estate investment loans for investors and business borrowers. Analyzed borrower financial statements, tax returns, and property documentation.

• Brokered commercial real estate investment loans for investors and business borrowers
• Analyzed borrower financial statements, tax returns, and property documentation
• Evaluated property income, expenses, and cash flow performance
• Prepared financial documentation supporting loan underwriting and lender review
• Coordinated loan documentation and compliance verification processes
• Collaborated with lenders, investors, and internal teams throughout loan transactions

Accounting & Asset Management Support at Patriot Holdings LLC (2019-01 – 2020-01)

Supported accounting operations for a commercial real estate portfolio. Processed vendor invoices and maintained accounts payable records.

• Supported accounting operations for a commercial real estate portfolio
• Processed vendor invoices and maintained accounts payable records
• Assisted with financial reporting and account reconciliations
• Supported acquisition teams with financial documentation and due diligence
• Coordinated communication between property managers, owners, and finance teams

Certificate in Accounting, Real Estate Licensed Loan Officer