Funding Analyst
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Job Description
Funding Analyst responsible for auditing documents in diversified programs for funding release. Collaborating with dealers and ensuring document compliance and efficiency.
Responsibilities:
- Auditing documents across diversified programs
- Onboarding a compliant document package for funding release
- Taking incoming and making outgoing calls from dealers
- Using origination software to track, note, and log document lifecycle prior to onboarding
- Reviewing loan documents for errors/omissions based on an audit checklist provided by management
- Determining if app file is ready for onboarding by validating all document requirements and stipulations have been met
- Controlling the flow of documents through the lifecycle of the loan using workflow management software
- Providing positive dealer experience through email and phone correspondence
- Organizing daily workload to ensure completion of tasks by appropriate deadlines
- Collaborating cross-departmentally, answering questions, and ensuring process flow efficiencies
- Assigned imaging duties
- Daily/weekly funding reports
Requirements:
- High School Diploma or GED equivalent required
- 2 years of Customer Service, or related work experience, required
- Bilingual (English and Spanish) candidate beneficial
- Ability to maintain less than 5% error ratio for three (3) months required
- Ability to maintain 100% average productivity for three (3) months required
- Financial industry experience preferred
- Attention to detail and accuracy required
- Excellent verbal and written communication skills required
- Proficient in the utilization of Microsoft Office Suite
- Ability to thrive in a fast paced work environment
Benefits:
- Flexible and consumer-friendly financing programs
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