Funding Specialist I - Part Time

Description & Duties

• Reviews loan documents for accuracy and compliance with company policies and applicable laws.
• Trains dealers on the proper completion of loan documents and answers questions related to program processes and application statuses.
• Communicates document issues to dealers and helps resolve any outstanding issues.
• Accurately enters received financing documents into the organization’s operating system for processing.
• Monitors electronic signature queue, resend links or contact dealers with any issues.
• Affixes appropriate notes to all required areas per company processes and procedures.
• Reviews processing statuses and documentation to ensure dealer calls are appropriately handled; advises dealers on any issues or needed items.
• Answers program questions, trains dealers on document and funding processes via phone and email.

Other duties as assigned by management.

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.

The Ideal Candidate

• Reliable, dynamic, sociable and enthusiastic team players.
• Possessing a positive "can-do" attitude, excellent judgement and communication skills.
• Great attention to detail and ability to multi-task under the stress of deadlines with a strong desire to help the organization succeed.

To perform this job successfully, an individual should have 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 organization.