Funding Specialist I

Foundation Finance; 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

Funding Specialist I Description & Duties:

The Funding Specialist I reviews loan documents for accuracy and compliance with company policies and applicable laws. This role trains dealers on the proper completion of loan documents and answers questions related to program processes and application statuses, communicates document issues to dealers and helps resolve any outstanding issues.

Pay Range

USD $18.00 - USD $19.00 /Hr.

Duties may include, but are not limited to:

• 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.

Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to handle tight deadlines and maintain high standards of work. Must be able to productively and effectively adapt to change.

The Ideal Candidate:

Applicants must be reliable, dynamic, sociable and enthusiastic team players; while possessing a positive "can-do" attitude, excellent judgement and communication skills. Applicants must also have great attention to detail and ability to multi-task under the stress of deadlines with a strong desire to help the organization succeed.

Minimum Qualifications:

• Highschool diploma/GED completed or in progress.
• To perform this job successfully, an individual should have knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and 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 of organization.

About Foundation Finance:

Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits:

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day-one.
• Paid, Sick and Volunteer Time Off
• Paid Parental Leave Options
• Employer Paid Life and Disability
• Wellbeing on Demand Program
• Flexible Work Environment with a casual dress code

*Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits: Foundation Finance Benefits

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work Disclaimer

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.