Lender Relations & Funding Specialist

FairSquare; Orlando (FL); On-site; USD 56,000 - 62,000; Full time

Benefits offered by this job

Bonus

401(k) match

Health benefits

Growth opportunities

Job summary

National Funding is seeking a Lender Relations Specialist for our Maitland, FL office. This onsite, full-time role collaborates with the sales team and external lenders to ensure complete documentation and accurate funding throughout the customer journey.

You will verify files, collect missing information, and maintain strong communication with customers and lenders to move funding forward in a fast-paced environment. A passion for service and a proactive problem-solving mindset are essential.

Qualifications

• 4+ years of experience in an office and customer service environment.
• Ability to understand the structure of a working capital business loan.
• Professional demeanor and the ability to thrive in a fast-paced environment.
• Strong, effective verbal and written communications skills.
• Must be able to work independently and/or with a team.
• Maintains strict confidentiality and exercises solid judgment to complete assigned tasks.
• Strong organizational skills.
• Proficient with Microsoft Office software applications and Outlook for email.
• Willingness and desire to seek continuing education and self-improvement.
• Demonstrates traits consistent with the company core values (Commit, Results, Collaborate and Change).

Responsibilities

• Performs review of all incoming documentation including auditing and verifying documents for accuracy using external lender guidelines.
• Works directly with the sales team and sales management to collect the necessary missing information to fund.
• Communicate with customers to help sales team and sales management.
• Maintains constant email and verbal communication with external lenders.
• Utilizes external lender portals and other resources to verify file accuracy through the customer journey.
• Facilitate credit approvals and understand how to clear credit stipulations and gather the proper supporting documentation.
• Working with assigned sales manager on monthly goals, funded volume requirements and lender credit/funding updates.
• Other duties as assigned

Job description

National Funding is seeking a Lender Relations Specialist for our Maitland, FL office. This onsite, full-time role collaborates with the sales team and external lenders to ensure complete documentation and accurate funding throughout the customer journey.

You will verify files, collect missing information, and maintain strong communication with customers and lenders to move funding forward in a fast-paced environment. A passion for service and a proactive problem-solving mindset are essential.