Funding Assistant

About the role

This is a Utah-based hybrid position at Medallion Bank, requiring some regular in-office days each week. Employment is contingent upon passing a background check and maintaining a clean background.

Responsibilities

• Manage the Recreations (REC) Funding queue and coordinate between the Funding department, dealers, and Financial Service Providers (FSPs)
• Maintain the recreation loan files and assign them to Funding Specialists for timely processing
• Organize, save, and maintain loan-related documentation and records
• Respond to and manage department email communications professionally and promptly
• Review reports, identify discrepancies, and assist in resolving issues to ensure accuracy and efficiency
• Cross-train in the Funding Specialist role to provide operational support and coverage as needed
• Affirmatively assist with departmental reporting and special projects

Requirements

• High school diploma or equivalent required
• Minimum one (1) year of administrative, operations, banking, finance, loan processing, or customer service experience preferred
• Previous experience in lending, funding, consumer finance, or banking environment a plus

Qualifications

• Strong organizational and time management skills with exceptional attention to detail
• Self-motivated with a strong work ethic and ability to work independently
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities simultaneously in a fast-paced environment
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word, with accurate data entry skills
• Ability to work effectively both independently and as part of a collaborative team
• Commitment to accuracy, efficiency, and providing excellent internal and external customer service

Skills

• Strong organizational and time management skills with exceptional attention to detail
• Self-motivated with a strong work ethic and ability to work independently
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities simultaneously in a fast-paced environment
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word, with accurate data entry skills
• Ability to work effectively both independently and as part of a collaborative team
• Commitment to accuracy, efficiency, and providing excellent internal and external customer service

Benefits

• Comprehensive benefits including medical, dental, vision, disability, and life insurance
• 401K with a company match
• PTO including 11 federal paid holidays off, vacation time and sick time
• Financial Wellness Program
• Volunteer Opportunities

Pay

Shift: Full time, 35-40 hours per week

Schedule

Office-based, with the ability to work from home 2 days per week