Lender Relations Specialist

National Funding; Florida; On-site; USD 56,000 - 62,000; Full time

Benefits offered by this job

Bonus eligibility

401(k) match

Health benefits

Growth opportunities

Great culture

Job summary

National Funding in Maitland, FL is seeking a Lender Relations Specialist to work with the sales team and external lenders to ensure complete and accurate documentation for funded deals. You will develop strong relationships internally and externally and help optimize the customer journey.

The role requires 4+ years in office or customer service, a solid understanding of working capital loans, and a professional, confidential approach in a fast-paced environment.

Qualifications

• 4+ years of office and customer service experience.
• Understanding of working capital business loans.

Responsibilities

• Review and audit incoming documentation for accuracy using lender guidelines.
• Collaborate with sales team to collect missing information to fund.
• Communicate with customers to assist the sales team.
• Maintain email and verbal communication with external lenders.
• Use lender portals to verify files through the customer journey.
• Facilitate credit approvals and gather supporting documentation.
• Support monthly goals and lender updates.
• Other duties as assigned.

Skills

Customer service

Office experience

Communication

Confidentiality

Organizational skills

MS Office

Independent work

Tools

Microsoft Office

Outlook

Job description

Lender Relations Specialist

• Onsite Full Time, Monday-Friday, 5-days per week/8-hours per day.
• Non-Exempt/Hourly Pay Range: $26.92-29.80/hour ($56,000-62,000 annualized). Position eligible for additional incentives including bonus, 401(k) match, health and welfare benefits, amazing culture, growth opportunity and more!!
• Location: Our beautiful Maitland, FL offices.

General Summary:

Working directly with the sales team, sales management and external lenders, this role ensures that all documentation, communication and files are complete in service to fast and accurate funding. This role will be responsible for developing good working relationships both internally and externally and work to continuously improve customer journeys.

Major 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

Knowledge, Skills and Abilities Required:

• 4+ years of experience in an office and customer service environment.
• Possesses the 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. Strong internet skills.
• Willingness and desire to seek continuing education and self-improvement.
• Demonstrates traits consistent with the company core values (Commit, Results, Collaborate and Change).

Why National Funding?

• National Funding is a rare blend of a fast growing and profitable company that truly offers work life balance and unlimited opportunities for personal and professional growth
• Positive, energetic, passionate, business casual environment with a manager who is committed to your success
• Numerous employee events throughout the year, including our annual traditions such as Bring Your Child to Work Day, Holiday Party, sporting events and more!!

National Funding is an equal opportunity employer.