Funding Coordinator

National-Funding-; Orlando (FL); On-site; USD 52,000 - 57,000; Full time

Benefits offered by this job

Bonus

401(k) match

Health benefits

Amazing culture

Growth opportunities

Job summary

National Funding is seeking a Funding Coordinator for our Maitland, FL office. You will ensure complete funding packages, coordinate with sales, brokers, and credit teams, and process documentation to fund loans efficiently and accurately.

Role requires 2+ years in an office/customer service setting, strong communication, and proficiency with Microsoft Office, Adobe Sign, and Salesforce (preferred). Onsite position with growth opportunities and benefits.

Qualifications

• 2+ years of experience in an office and customer service environment.
• Understand the structure of a working capital business loan.
• Professional demeanor in a fast paced, deadline driven environment.
• Ability to build credibility with internal sales staff, broker partners, and credit teams.
• Strong oral and written communication skills.
• Able to work independently and/or with a team.
• Maintains confidentiality and exercises good judgment.
• Proficient with Microsoft Office, Adobe and Outlook.
• Experience with CRM systems, especially Salesforce (preferred).
• Willingness to seek continuing education and self-improvement.
• Demonstrates alignment with company values (Commit, Results, Collaborate, Change).

Responsibilities

• Generates documents using Adobe Sign and addendums and organizes missing information to fund each loan.
• Reviews signed documents for legitimacy and accuracy per bank guidelines.
• Applies fraud prevention techniques during loan processing.
• Performs verification calls with competitors and banks during due diligence.
• Confirms contract terms with borrowers and validates signor identity on the agreement.
• Uses the internet and third party resources to verify customer and business information.
• Interprets credit approvals and clears stipulations with supporting documents.
• Collaborates with sales, brokers, and credit teams to collect fund items.
• Funds working capital packages within SLA.
• Other duties as assigned.

Skills

Office experience

Customer service

Adobe Sign

Auditing

Fraud prevention

Salesforce

Microsoft Office

Outlook

Tools

Salesforce

Microsoft Office

Adobe Sign

Outlook

Job description

Funding Coordinator

• Onsite Full Time, Monday-Friday, 5-days per week/8-hours per day.
• Non-Exempt/Hourly Pay Range: $24.50-27.40/hour ($51,000-57,000 annualized).
• Position eligible for additional incentives including
• bonus
• 401(k) match
• health and welfare benefits
• amazing culture
• growth opportunity and more!!
• Location: Our beautiful Maitland, FL offices.

General Summary:

Working under close supervision, this person ensures that all documentation packages are complete, accurate and funded in an efficient and timely manner. The Funding Coordinator will be responsible for developing good working relationships both internally and externally and work to continuously improve the funding department processes.

Major Responsibilities:

• Generates documents using Adobe Sign platform and addendums along with organizing and obtaining the required missing information to fund each loan transaction.
• Performs a thorough review of all incoming signed documentation including auditing and verifying documents for legitimacy and accuracy using company and bank guidelines.
• Apply fraud prevention techniques from training for each loan transaction.
• Executes verification calls with competitors and banks during an extensive due diligence process.
• Verbally confirms terms and conditions of contract with borrower and evaluate the integrity of each recorded call to ensure the borrower is the true signor on the agreement.
• Utilize the internet and other third party resources to verify and validate accurate customer and business information.
• Interpret a credit approval, understand how to clear credit stipulations and gather the proper supporting documentation to do so.
• Works directly with the sales team, brokers, and credit department using email and verbal communication to collect all items or information necessary to fund each loan transaction.
• Funds all working capital packages within a designated service level agreement determined by lead/supervisor.
• Other duties as assigned.

Knowledge, Skills and Abilities Required:

• 2+ years of experience in an office and customer service environment.
• Possesses the ability to understand the structure of a working capital business loan.
• Professional demeanor and the ability to thrive in a fast paced, deadline driven environment.
• Able to create and maintain strong, professional working relationships with internal sales staff, broker partners, and the internal credit teams. The ability to build and maintain credibility is essential.
• Strong, effective oral and written communications skills.
• Must be able to work independently and/or with a team.
• Maintains strict confidentiality and exercises solid judgment to complete assigned tasks.
• Proficient with Microsoft Office software applications, emphasis on Adobe and Outlook for email.
• Strong internet search skills.
• Proficient with Microsoft Office software applications (Adobe/Word/Excel) and Outlook for email.
• Experience with CRM systems, especially Salesforce (preferred)
• Willingness and desire to seek continuing education and self-improvement.
• Demonstrates traits consistent with the company core values (Commit, Results, Collaborate, Change).

Why National Funding?

• National Funding is a rare blend of a fast growing and profitable company that truly offers work life balance and unlimited opportunities for personal and professional growth
• Positive, energetic, passionate, business casual environment with a manager who is committed to your success
• Numerous employee events throughout the year, including our annual traditions such as Bring Your Child to Work Day, Holiday Party, sporting events and more!!

National Funding is an equal opportunity employer.