Funding Specialist

Rocket; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Rocket Close seeks a Funding Specialist to oversee the client funding process from initiation to completion, ensuring accurate disbursements and swift reconciliation. You will secure funds, uphold money-handling compliance, and collaborate across teams to investigate and resolve discrepancies.

The role emphasizes attention to detail, pattern recognition, and trend analysis to prevent fraud while meeting service level agreements.

Qualifications

• 2+ years in a money-handling role with customer or client exposure.
• Ability to obtain/maintain state licenses if required.
• Proven ability to recognize patterns, resolve discrepancies, and implement effective solutions.
• Strong organizational skills and meticulous attention to detail.

Responsibilities

• Secure funds from relevant parties to resolve shortages.
• Maintain compliance with money-out processes, including training and background checks.
• Collaborate with multiple business units and conduct independent research to resolve issues.
• Investigate shortages/overages to identify root causes and implement solutions.
• Meet deadlines in line with SLAs and ALTA Best Practices.
• Identify trends related to lenders or processes to drive improvements.
• Identify potential fraud risks and follow procedures to mitigate losses.

Skills

Money handling

Pattern recognition

Attention to detail

Organizational skills

Job description

As a Funding Specialist at Rocket Close, you will manage the client funding process from start to finish, ensuring accurate disbursements and resolving reconciliation issues. You'll secure necessary funds, maintain compliance with money-handling protocols, and collaborate across business units to investigate and resolve financial discrepancies. Your attention to detail and ability to identify trends will be crucial in maintaining service level agreements and mitigating potential fraud risks.

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. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at [e-mail].