Stipulation Specialist

Foundation Finance Company, LLC; Rothschild (WI); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Parental leave

Life and disability insurance

Wellbeing program

Flexible work environment

Job summary

Foundation Finance Company, LLC is seeking a Stipulation Specialist to process and review stipulation documents and maintain strong dealer relationships. You will communicate via phone and email to resolve issues and support customers while meeting volume and quality targets.

The role involves reviewing terms, assisting with underwriting skills, and handling inbound calls and payments. Availability for regular schedule adherence and teamwork is required.

Qualifications

• Associate’s degree in business, finance, communication, marketing or related field OR 1 year’s experience in underwriting or lending.
• Ability to read, analyze, and interpret common financial documents and to respond to inquiries from customers or management.
• Ability to perform basic math and understand algebra and geometry.

Responsibilities

• Process stipulation documents and review against company requirements.
• Develop understanding of stipulation policy to identify documents requiring supervisor review.
• Communicate with dealers to answer questions and resolve issues.
• Develop underwriting skills and higher levels of decision authority with management.
• Verify loan terms with new customers and process customer payments by phone.
• Maintain existing business and build new dealer relationships.
• Other duties as assigned by management and able to work under deadlines.

Skills

Communication

Analytical skills

Microsoft Office

Education

Associate’s degree or 1 year experience

Tools

Microsoft Office

Job description

Stipulation Specialist Description & Duties:

Responsible for processing and reviewing stipulation documents. Builds relationships with dealers though regular communication via phone and email. Position is responsible for achieving volume and quality goals. Assists with answering inbound dealer and customer calls, and entering credit applications as needed. Works across departments by answering customer service and payment calls, verifying loan terms, and assisting with other functions as needed.

Pay Range: USD $18.50 - USD $20.00 /Hr.

Essential Duties and Responsibilities

• Process stipulation documents and review against company requirements.
• Develop understanding of company stipulation policy to identify documents and situations requiring supervisor review.
• Communicate with dealers to answer questions, resolve issues, and provide information.
• Work with management to develop underwriting skills and achieve higher levels of decision authority.
• Verify loan terms with new customers, answer customer service calls, and process customer payments over the phone.
• Maintain existing business and develop new business by building strong dealer relationships.
• Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively.

Minimum Qualifications:

• Associate’s degree in business, finance, communication, marketing or related field OR 1 years’ experience in underwriting or lending.
• Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• To perform this job successfully, an individual should have knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).

About Foundation Finance:

Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits:

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day-one.
• Paid, Sick and Volunteer Time Off
• Paid Parental Leave Options
• Employer Paid Life and Disability
• Wellbeing on Demand Program
• Flexible Work Environment with a casual dress code

*Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits: Foundation Finance Benefits

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work Disclaimer

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.