Funding Specialist

Rocket Close, LLC; Fort Worth (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Rocket Close is seeking a detail-oriented professional to secure funds, maintain compliance, and research issues in a money-out role. You will collaborate across units to resolve shortages, investigate discrepancies, and implement corrective actions while adhering to deadlines and industry best practices.

The role requires 2 years of money-handling experience in a customer-facing setting, with the potential need for state licenses.

Qualifications

• 2 years of experience handling money in a customer service or client-facing setting.
• Ability to obtain and maintain state licenses, if required.
• Proven proficiency in recognizing patterns, addressing discrepancies, and applying effective solutions.
• Strong organizational skills and attention to detail.

Responsibilities

• Secure funds from relevant parties to resolve shortages.
• Maintain compliance with all aspects of the money-out role, including training, updated background checks, and licensing.
• Collaborate with various business units and independently conduct research to complete tasks and resolve issues.
• Investigate shortages and overages to identify root causes and implement solutions.
• Identify and communicate trends related to lenders or processes to drive upstream improvements and mitigate fraud risks.

Skills

Money handling

Pattern recognition

Attention to detail

Organization

Customer service

Job description

About the role

• Secure funds from relevant parties to resolve shortages
• Maintain compliance with all aspects of the money-out role, including annual training, updated background checks every three years, and state licensing (where applicable)
• Collaborate closely with various business units and independently conduct research to complete tasks and resolve issues
• Investigate shortages and overages to identify root causes and implement solutions
• Adhere to time-sensitive deadlines outlined in Service Level Agreements and ALTA Best Practices
• Identify and communicate trends related to lenders or processes to drive upstream improvements
• Identify potential fraud risks and follow procedures to mitigate losses effectively

About you

• Minimum Qualifications: 2 years of experience in a role involving the handling of money in customer service and/or client-facing setting
• Must have the ability to obtain and maintain state licenses, if required
• Proven proficiency in recognizing patterns, addressing discrepancies, and applying effective solutions
• Strong organizational skills and attention to detail

Preferred Qualifications

• Knowledge of Title, Mortgage and/or Real Estate industries
• Proficiency in balancing ledgers with accuracy
• Demonstrated experience supporting accounting and/or banking operations

What you’ll get

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks.

About us

Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you’ll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits.

This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time.

Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law.

The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws.

As part of the ecosystem of Rocket we transform talented candidates into passionate team members who thrive in our world of opportunities. Join us in our mission to shape the future of our industries and make a lasting impact in our communities and beyond.