Onsite Lender Relations & Funding Ops 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

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.