Funds Received Specialist

Paychex Inc.; Winston-Salem (NC); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid holidays

PTO

Job summary

Brock & Scott, PLLC in Winston-Salem, NC is seeking a Funds Received Specialist – Quotes Team to process reinstatement, payoff, and redemption funds for assigned states. You will work with lender and client systems, calculate RI/PO quotes, and maintain accurate records in a fast-paced environment.

The role requires strong math aptitude, attention to detail, and the ability to manage multiple priorities. Excellent MS Office skills and communication are essential for success.

Qualifications

• Excellent Microsoft Office skills (Word, Excel and Outlook).
• Strong communication skills, both verbal and written.
• Ability to multitask and adapt to changes.
• Excellent attention to detail.
• Exceptional mathematical skills.

Responsibilities

• Process all incoming Reinstatement/Payoff/Redemption Funds for your assigned states.
• Handle all lender funds received inquiries and requirements in the client system (LPS, Tempo, Clarifire, etc.).
• Calculating RI/PO quotes to determine if the funds are sufficient to payoff, reinstate, or redeem the loan.
• Communicates with the clients by email for the acceptance of funds.
• Document multiple spreadsheets for the funds we have received for processing.
• Track all funds received packages daily that have been sent out externally.
• Ability to solve payment disputes, handle and elevate issues/requests with lenders when necessary.
• Responsible for answering all emails to the Funds Received Department.
• Answering calls transferred to the Funds Received Department
• Fax or mail all external payoff and/or reinstatement letters.

Skills

Microsoft Office

Communication

Multitask

Attention to detail

Mathematical skills

Independence

Job description

About the Organization Brock & Scott has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple offices across our geographic footprint, we work as one team, at our best each day, putting our clients' interests first.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Diversity, Equity, & Inclusion:
In principle and in practice, Brock & Scott values and seeks inclusion and diversity within our community. Brock & Scott is committed to providing a welcoming and equitable environment with opportunities for engagement regardless of individual thought, sexual orientation, gender identity and expression, culture, ethnicity and experience.

Description

Position Summary

The Funds Received Specialist – Quotes Team is responsible for processing and tracking all incoming reinstatement, payoff, and redemption funds for assigned states. This position involves working with lender and client systems, calculating reinstatement/payoff quotes, communicating with clients and lenders, and maintaining accurate records and documentation. The role requires strong mathematical aptitude, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Duties

• Process all incoming Reinstatement/Payoff/Redemption Funds for your assigned states.
• Handle all lender funds received inquiries and requirements in the client system (LPS, Tempo, Clarifire, etc.)
• Calculating RI/PO quotes to determine if the funds are sufficient to payoff, reinstate, or redeem the loan.
• Communicates with the clients by email for the acceptance of funds.
• Document multiple spreadsheets for the funds we have received for processing.
• Track all funds received packages daily that have been sent out externally.
• Ability to solve payment disputes, handle and elevate issues/requests with lenders when necessary.
• Responsible for answering all emails to the Funds Received Department.
• Answering calls transferred to the Funds Received Department
• Fax or mail all external payoff and/or reinstatement letters.

Backup

• Assist with other assigned states for the funds received process.
• As needed general office duties such as scanning, filing, faxing, emailing, maintaining any department documents

Responsibilities are not limited to the above and may change. Must be flexible and able to quickly adapt to changes in procedures and job duties. A mathematical interest is a must.

Position Requirements

• Excellent Microsoft Office skills (Word, Excel and Outlook)
• Excellent Communication skills, both verbal and written
• Ability to multitask and adapt to changes.
• Excellent attention to detail
• Exceptional mathematical skillsAbility to work independently and achieve daily goals.
• Strong work ethic and dedication to owning and resolving problems.

Benefit Details

Brock & Scott, PLLC offers an attractive benefit package to full-time employees on the 1st of the following month of hire.The insurance portion includes medical, dental, voluntary life, voluntary vision, and critical illness, all at competitive rates. Atthe 90-day introductory period, the Firm also provides a basic life insurance policy in the amount of one time your annual salary (with a minimum of $25,000 and a maximum of $200,000.00) at no cost.

Full-time employees receive paid holidays, including six (6) firm-recognized holidays and one (1) Day of Observance, as well as a PTO package of 12 days per year. PTO accrues monthly and is credited on the 15th of each month, in accordance with firm policy. PTO benefits increase after 2 years of employment and again after 5 years of employment. After six months of service, employees over the age of 21 become eligible to participate in the firm's 401(k) plan at the beginning of the next quarter.

Pre employment statement

Employment with Brock & Scott, PLLC is contingent upon the successful completion of all required pre-employment screenings and verifications, which may include, but are not limited to, a criminal background check, conflict of interest check, employment and education verification (as applicable), and a pre-employment drug screening. Drug testing is conducted only after a conditional offer of employment has been extended and in accordance with applicable federal, state, and local laws.

Compensation Details

$18.00-$22.00/hr

The compensation amount is not guaranteed. Individual compensation is based on various factors unique to each candidate. This amount is what we reasonably believe we will pay for the position, however, offer amounts may vary based on factors such as geographic location, experience, and qualifications.

Geographic Eligibility Requirement

To be considered for this position, applicants must currently reside within Brock & Scott, PLLC’s geographic footprint. Eligible states include: AL, CT, FL, GA, IN, KY, ME, MD, MA, MI, NH, NJ, NC, OH, PA, RI, SC, TN, TX, VT, VA, and WV.

Exempt/Non-Exempt Non-Exempt

Full-Time/Part-Time Full-Time

Location Brock & Scott, PLLC - Winston-Salem

Shift Days

This position is currently accepting applications.