Newcoast Loan Funding Specialist

Fraser Yachts Group; Florida; On-site; USD 50,000 - 70,000; Full time

Job summary

Newcoast Financial Services, LLC is seeking a Funding Specialist to manage all aspects of the funding process. This role requires effective communication and problem-solving skills to handle queries and ensure timely funding.

You'll need to demonstrate attention to detail and the ability to build strong relationships with stakeholders, while also following up on outstanding stipulations and ensuring funds are received. This position makes sound independent decisions that contribute to a positive company image.

Qualifications

• Ability to handle multiple requests and meet deadlines.
• Understand and interpret procedures, policies, and guidelines.
• Communicate clearly with all stakeholders involved.

Responsibilities

• Coordinate all aspects of the funding process.
• Review executed funding packages and confirm wiring instructions.
• Follow up on missing funding items and ensure funds received.

Skills

Effective verbal and written communication skills

Problem-solving abilities

Attention to detail

Organizational skills

Job description

OVERVIEW

The Funding Specialist coordinates all aspects of the funding process. The team member will be responsible for making sound independent decisions in respect to deal review and funding.

KEY TASKS

• Contact appropriate loan processor, lender, sales rep concerning deal
• Review executed funding packages
• Send funding packages to appropriate bank
• Confirm wiring instructions – using GIACT
• Enter wires in Bank of America
• Notary verification
• Follow up on outstanding stipulation or missing funding items
• Ensure that funds have been received from lender
• Represents Newcoast when communicating with persons outside the company
• Always presents a good impression of the company
• Establishes and maintains relationships with all appropriate stakeholders
• Assist in projects or tasks outside the above-mentioned items when asked

KEY RESULT AREAS

• Meet established deadlines and funding time frames
• Demonstrate effective verbal and written communication skills
• Ability to handle multiple requests
• Solving problems as they may arise
• Attention to detail; make packages neat and presentable
• Understand and interpret procedures, policies and guidelines as established by lender
• Communicate clearly and distinctly with loan processor, sales reps, customers, sellers, marine agents (anyone involved with the closing)
• Work independently and ensure sound decisions are made to ensure proper transfer and lien perfection are completed
• Ability to stay organized

* Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.