Financial Services Professional

2 weeks ago


Cleveland, Queensland, Australia beBeeLoan Full time $80,000 - $120,000

Are you a detail-oriented and organized professional looking for a role that utilizes your knowledge of finance and accounting? Look no further

About the Job
  • We are seeking a highly skilled Loan Funding Analyst to join our team. In this role, you will be responsible for supporting complex and specialized functions within our Treasury operation.
Duties and Responsibilities
  1. Maintain current knowledge of company policies and procedures related to documents and funding.
  2. Work with and fund complex and specialty loan requests.
  3. Oversee daily execution of closing agent verification tasks, including managing incoming requests for decision.
  4. Act as Subject Matter Expert (SME) to the funding team and enterprise on closing agent process and results.
  5. Engage field staff to research and resolve inquiries from the funding mailbox, such as loan verification or modification requests.
  6. Facilitate return wire requests and follow-up.
  7. Take on traditional loan funding requests.
  8. Provide supplemental support to Treasury operations leaders when needed.
  9. Maintain familiarity with residential mortgage documents.
  10. Support the processing of investor payoffs through accurate and timely supplemental assistance.
Requirements and Qualifications
  • Associate's degree in Finance or Accounting or equivalent combination of education and experience.
  • Experience in a documentation role or department, preferred.
  • Working knowledge of Encompass.
  • Knowledge of documentation requirements for Closing Agents.
  • Excellent attention to detail and prioritization skills.
What We Offer
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A collaborative and dynamic work environment.


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