• Funding Specialist Job Applications

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  • Job Description:

    The Funding Specialist reports to and collaborates with the Funding Manager to compile all documentation for the wire orders. Is responsible for coordinating with the closing team and settlement agents to ensure wires are accurate and timely for company loan closings.

    Principal Responsibilities
    Include but not limited to...

    • Ensuring completeness check of wire package
    • Ensuring verification of wire instruction including bank information verification on new Closing Agents and changed wire instructions
    • Confirmation of closing
    • Wire return requests on closing delays
    • Coordinating with Closing Agent on submission of closing packages including original Note
    • Ensure stipulations and documentation are in order and are valid.

    Required Knowledge, Skills, and Abilities

    • One year of finance experience in an office environment
    • Lending experience is a plus
    • Candidate should also possess:
    • Ability to maintain and adhere to all company policies including those regarding confidentiality and privacy
    • High levels of integrity and a strong work ethic
    • Strong leadership and collaboration skills
    • Ability to handle frequent changes (adaptability)
    • Strong integrity and proven work ethic

    Preferred Knowledge, Skills, and Abilities

    • Bachelor’s Degree in business finance or related field or Associate’s degree with 1-2 years of experience.
    • Knowledge of conventional and/or government lending guidelines preferred.
    • Intermediate proficiency with Microsoft Office Suite
    • Certifications are a plus
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