Integral to the booking/boarding process. The goal of this position is to fund new loans successfully, efficiently, and accurately book the new loan into the Underwriting system.
RESPONSIBILITIES
· Review incoming documentation for accuracy.
· Prepare funding package for new loans and ensuring automated data quality checks are in
place.
· Satisfaction of lien requests/processing and insurance policies.
· Pull/schedule payments in accordance with the agreement when necessary, such as doc fees
and other payments that may apply.
· Communicate with sales representatives and lending partners on all deals.
· Book/board new loans into appropriate systems.
· Deactivate loans sold to our Business Partners.
· File documentation or send it to appropriate locations via FedEx.
· Verbally confirm loan information with customers.
· Prepare/request contract documentation.
QUALIFICATIONS
· Analyze and interpret complex financial data and produce relevant insights and reports.
· Detail-oriented with strong organizational skills and the ability to manage multiple tasks
concurrently.
· Ethical behavior and ability to maintain confidentiality.
· Excellent verbal and written communication skills, with the ability to present financial
information to key partners.
· Proficiency in Salesforce CRM platforms and software
· Ability to work independently and in a team environment.
· Aptitude to quickly master new software applications and systems used within the
organization.
· Self-motivated, with the ability to take initiative and work autonomously.
· Demonstrates enthusiasm and eagerness to learn.
· Experience working in financial analysis or related role, a plus!
Hours, Compensation, & Benefits:
This is a full-time position, approx.. 40 hours/week expected.
- 401k
- Salary
- Health Benefits
- Vacation/Sick Time
- Access to Event Tickets to UBS Arena (Islanders & concerts)
