On-Site Collateral & Documentation Specialist

Finance of America; Tulsa (OK); In loco; USD 34.000 - 43.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Flexible spending account

401(k) with employer match

ESPP

Descrizione del lavoro

Finance of America is seeking an Administrative Specialist in Tulsa to accurately process, organize, scan, and track original collateral and lender documents. You will collaborate with Funding and Purchasing teams to ensure timely delivery and precise record-keeping, all while maintaining confidentiality in an on-site role.

The successful candidate will have at least 1 year of office experience, strong attention to detail, and proficiency with MS Office, Excel, Outlook, and Teams.

Competenze

• Minimum 1 year of prior experience in an administrative role in an office setting.
• Strong attention to detail and accuracy.
• Ability to stay organized while handling multiple packages and documents.
• Ability to follow established procedures and meet daily deadlines.
• Basic computer skills and willingness to learn company systems and processes.
• Ability to use Excel, Outlook, and Microsoft Teams or learn these programs with training.
• Reliable and dependable attendance.
• Ability to communicate effectively with team members and other departments.
• Proficiency in MS suite.

Mansioni

• Reviews emails and Microsoft Teams messages at the beginning of each workday for corrected items, outstanding documentation, and incoming collateral.
• Opens, sorts, and logs incoming FedEx and UPS mail.
• Process and scans Notes and any additional collateral documentation for funders.
• Organizes funding packages according to funding date.
• Reviews physical funding packages and identify original collateral items and lender-required documents.
• Stamps and signs documents as required.
• Scans completed documents and email them to the assigned funders.
• Logs all original collateral items using the provided Excel spreadsheet and turn them into the Safe Coordinator or by the end of each business day.
• Communicates with the Funding, Purchasing, and Shipping teams regarding collateral and documentation needs.
• Ensures documents are processed accurately, efficiently, and within required timeframes.
• Follows company procedures for handling, tracking, and transmitting confidential documentation.
• Perform other duties as assigned.

Conoscenze

Attention to detail

Organization

Multitasking

Time management

Communication

Reliability

Formazione

High School Diploma or GED

Strumenti

Excel

Outlook

Microsoft Teams

MS Office

Descrizione del lavoro

Finance of America is seeking an Administrative Specialist in Tulsa to accurately process, organize, scan, and track original collateral and lender documents. You will collaborate with Funding and Purchasing teams to ensure timely delivery and precise record-keeping, all while maintaining confidentiality in an on-site role.

The successful candidate will have at least 1 year of office experience, strong attention to detail, and proficiency with MS Office, Excel, Outlook, and Teams.