
Funding Operations Specialist
2 weeks ago
We are seeking an analytical professional to play a pivotal role in the treasury operation. This individual will possess a strong understanding of funding processes and procedures.
Key Responsibilities
- Develop and maintain expertise in loan documentation and funding processes.
- Manage complex loan requests, including verifying closing agent information and coordinating with stakeholders.
- Serve as subject matter expert for the funding team and enterprise on closing agent processes.
- Provide research assistance to field staff on inquiries related to loan verification or modification requests.
- Support return wire requests and facilitate traditional loan funding processes.
- Collaborate with treasury operations leaders to provide supplemental support when needed.
- Contribute to accurate and timely processing of investor payoffs.
Requirements and Skills
- Bachelor's degree in finance or accounting, or equivalent combination of education and experience.
- Experience in a documentation role or department is preferred.
- Proficiency in Encompass software.
- Familiarity with document requirements for closing agents.
- Strong attention to detail and prioritization skills.
We offer a comprehensive benefits package, including medical, dental, and vision coverage, a 401K plan, short-term disability insurance, an employee assistance program, and a wellness program.
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