Loan Funding Specialist - Docs & Dealer Training

Foundation Finance Company Careers; Rothschild (WI); On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

Day-one Health Benefits

401(k) with company match

Paid Time Off

Parental Leave Options

Employer Paid Life and Disability

Wellbeing on Demand Program

Flexible Work Environment with casual

Casual dress code

Job summary

Foundation Finance Company is seeking a Funding Specialist I to review loan documents for accuracy and compliance, and to train dealers on proper completion of loan documents and program processes. You will answer questions about statuses, communicate document issues, and help resolve items to keep funding moving.

The ideal candidate will have a high school diploma, strong Microsoft Office skills, and the ability to multi-task under deadlines; some evenings and Saturdays may be required.

Qualifications

• 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.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).
• 2 late night shifts per week until 8-9pm CST, Saturday rotation.

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

Reading documents

Writing reports

Public speaking

Evening shifts

Education

Highschool diploma/GED

Tools

Microsoft Office

Job description

Foundation Finance Company is seeking a Funding Specialist I to review loan documents for accuracy and compliance, and to train dealers on proper completion of loan documents and program processes. You will answer questions about statuses, communicate document issues, and help resolve items to keep funding moving.

The ideal candidate will have a high school diploma, strong Microsoft Office skills, and the ability to multi-task under deadlines; some evenings and Saturdays may be required.