Detail-Oriented Funding Specialist — Docs & Training

Foundation Finance Company Careers; Rothschild (WI); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Day-one Health Benefits

401(k) with company match

Paid, Sick and Volunteer Time Off

Paid Parental Leave Options

Employer Paid Life and Disability

Wellbeing on Demand Program

Flexible Work Environment with a casuа

Job summary

Foundation Finance Company in Wisconsin is seeking a Funding Specialist I to review loan documents, ensure accuracy and compliance, and train dealers on proper completion of forms. You will communicate document issues and help resolve outstanding items.

The role requires prompt, reliable teamwork, ability to meet deadlines, and adaptability to changing processes. The position offers hourly pay and benefits for full-time staff.

Qualifications

• High school diploma or GED required or in progress.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, 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.

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, train dealers on document and funding processes via phone and email.
• Other duties as assigned by management.

Skills

Attention to detail

Communication

Multitasking

Teamwork

Education

High school diploma/GED

Tools

Microsoft Office

Excel

Job description

Foundation Finance Company in Wisconsin is seeking a Funding Specialist I to review loan documents, ensure accuracy and compliance, and train dealers on proper completion of forms. You will communicate document issues and help resolve outstanding items.

The role requires prompt, reliable teamwork, ability to meet deadlines, and adaptability to changing processes. The position offers hourly pay and benefits for full-time staff.