Funding Verification Specialist

E-Z Way Auto Sales, Inc; Hickory (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

E-Z Way Auto Sales, Inc is seeking a Funding Verification Specialist to join our finance team in Hickory, NC. You will review completed deals for accuracy, ensure all paperwork is complete and compliant, and help maintain funding readiness in a fast-paced environment.

Ideal candidates have strong analytical and communication skills, with a focus on detail and confidentiality, and the ability to manage multiple tasks while meeting deadlines.

Qualifications

• High school diploma or equivalent required.
• Experience in finance, lending, automotive finance, title work, funding, verification, or administrative processing preferred.
• Strong understanding of documentation review and compliance procedures is a plus.
• Proficiency in Microsoft Office and general computer applications.

Responsibilities

• Receive and review all completed finance deals submitted by dealerships.
• Audit deal packets for accuracy and proper execution.
• Verify customer signatures, dates, and documents are complete and valid.
• Identify missing stipulations or items required for funding.
• Communicate with dealership personnel and internal staff about discrepancies.
• Review supporting documentation for consistency and accuracy.
• Ensure documents are scanned and uploaded to the correct customer account.
• Maintain organized electronic and physical files for all contracts.
• Track outstanding stipulations and follow up to complete funding.
• Assist with funding preparation and quality control.
• Maintain confidentiality of customer and company information.
• Contact employers/landlords to verify information when required.

Skills

Attention to detail

Organization

Accountability

Discrepancy resolution

Phone etiquette

Independent work

Confidential information

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

We are seeking a highly organized, detail-oriented, and dependable Funding Verification Specialist to join our finance team. This position is responsible for reviewing completed finance deals to ensure all required documentation is accurate, complete, and compliant before funding. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a commitment to maintaining accuracy in a fast-paced environment.

Essential Duties and Responsibilities

• Receive and review all completed finance deals submitted by dealerships/lots.
• Audit deal packets to ensure all required paperwork is present, accurate, and properly executed.
• Verify that all customer signatures, dates, and documents are complete and valid.
• Identify and document any missing stipulations ("STIPS") or outstanding items required for funding.
• Communicate promptly and professionally with dealership personnel, managers, and internal staff regarding missing or incorrect documentation.
• Review supporting documentation for consistency and accuracy.
• Ensure all documents are properly scanned and uploaded into the appropriate customer account.
• Maintain organized electronic and physical files for all contracts and deal documentation.
• Track outstanding stipulations and follow up to ensure timely completion.
• Assist with funding preparation and quality control processes.
• Maintain confidentiality of customer and company information.
• Contact employers to verify customer employment information when required.
• Contact landlords and other applicable references to verify residency and address information when required.
• Perform additional administrative and verification duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Previous experience in finance, lending, automotive finance, title work, funding, verification, or administrative processing preferred.
• Strong understanding of documentation review and compliance procedures is a plus.
• Proficiency in Microsoft Office and general computer applications.
• Ability to prioritize multiple tasks and meet deadlines.
• Excellent verbal and written communication skills.
• Strong problem-solving and critical-thinking abilities.

Required Skills & Attributes

• Exceptional attention to detail.
• Highly organized and consistent in daily work.
• Strong sense of accountability and accuracy.
• Ability to identify discrepancies and resolve issues efficiently.
• Professional phone etiquette and communication skills.
• Ability to work independently while maintaining productivity.
• Dependable, trustworthy, and able to handle confidential information.
• Strong follow-through and time management skills.

Physical Requirements

• Prolonged periods of sitting, computer work, and phone communication.
• Ability to occasionally lift and move files and office materials.

What Success Looks Like

The successful candidate will consistently ensure that deal packages are complete, accurate, and funding-ready, while maintaining timely communication with dealerships and management. They will play a critical role in reducing funding delays, identifying documentation deficiencies, and ensuring all customer accounts are properly documented and maintained.