Funding Specialist I

About the Role

The Funding Specialist I reviews loan documents for accuracy and compliance with company policies and applicable laws. This role trains dealers on the proper completion of loan documents, answers questions related to program processes and application statuses, communicates document issues to dealers, and helps resolve any outstanding issues.

Responsibilities

• Accurately enter received financing documents into the organization’s operating system for processing.
• Review financing documents for accuracy and compliance with company policies and applicable regulations.
• Monitor electronic signature queue, resend links, or contact dealers with any issues.
• Assist other departments with document or funding-related questions.
• Document applicable notes properly in all required areas per company processes and procedures.
• Review processing statuses and documentation to ensure dealer calls are appropriately handled; advise dealers on any issues or needed items.
• Answer program questions and train dealers on document and funding processes via phone and email.
• Other duties as assigned by management.

Requirements

• Must be able to come to work promptly and regularly.
• Must be able to take direction and work well with others.
• Must be able to handle tight deadlines and maintain high standards of work.
• Must be able to productively and effectively adapt to change.

Qualifications

• High school diploma/GED completed or in progress.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of the organization.

Skills

Applicants must be reliable, dynamic, sociable, and enthusiastic team players with a positive "can-do" attitude, excellent judgment, and communication skills. Strong attention to detail, ability to multi-task under the stress of deadlines, and a desire to help the organization succeed are essential.