About this role
The Funding Specialist is responsible for funding auto loans while maintaining the highest level of integrity. The specialist evaluates all documents, programs, and verifications for validity prior to funding the loan. This team member interfaces with and provides superior customer service to internal and external customers (e.g., credit center personnel, automobile dealers, loan applicants, etc.).
What Youll Do
- Communicate with originators, sales, titles, and leadership on loan funding statuses.
- Manage relationships with originators.
- Maintain accurate records of all loan funding activities.
- Accountable for managing the Auto Loan origination process from application review through funding.
- Ensure adherence to internal policy and external regulations.
- Support respectful experiences for applicants and dealers throughout the origination and funding process.
- Identifies processes and control improvements; communicates findings to the respected manager.
- Assist with questions, calls, emails, and faxes, and serve as the go-to person for funding analysts.
- Perform other projects and tasks as assigned.
Qualifications
What You Need
- Bachelor's degree in finance, business, or a related field.
- 0-1 year of experience in loan funding or a related field.
- Bilingual proficiency in English and Spanish, with the ability to communicate effectively in both languages.
- Proficient in basic PC applications, including Microsoft Office (Excel, PowerPoint, Word, Outlook).
- Intermediate to advanced typing and data entry processing skills.
- Ability to communicate effectively and professionally with internal and external customers.
- Ability to handle multiple tasks simultaneously.
- Excellent organizational and time management skills with strong attention to detail.
- Ability to work effectively as a team member.
- Ability to respond to internal and external requests as needed.
Physical Requirements
- Frequent but minimal physical effort, such as sitting, standing, and walking.
- Occasional moving and lifting of equipment and furniture are required to support onsite and offsite meeting setup and teardown.
- Capable of lifting up to 50 pounds, bending, kneeling, and climbing ladders.
What We Offer You
- Competitive Salary
- Health Insurance (medical, dental, and vision)
- 401(k) Retirement Plan
- 120 Hours of Accrued PTO
- Incentive Stock Options
- Collaborative Environment