Epicareer Might not Working Properly
Learn More

AVENUE 365- Funding Specialist

  • Full Time, onsite
  • Guardian Asset Management (GAM)
  • Langhorne, United States of America
Salary undisclosed

Apply on


Original
Simplified
Job Title: Funding Specialist

Department: Operations

FLSA Status: Non-exempt

Position Summary

The Funding Specialist is responsible for file preparations and communications with third parties to ensure a loan is funded properly. This role reviews all documents to ensure accuracy and facilitates timely monetary transfers.

Essential Functions & Responsibilities

  • Prepare File for Funding
  • Check all title requirements and recordable documents for validity and insurability
  • Release and/or set up wires for disbursement and printing checks
  • Work with vendors/attorneys/partners to facilitate the funding of loans on time
  • Report any discrepancies, issues, shortages, or funding errors immediately
  • Follow up and remediation on daily deposits, delayed fundings, escalations, funding issues, funding exceptions, stale checks, file balances
  • Review exception reports to communicate delays and issues to customers
  • Work on final funding process: overnight checks, booking or posting wires and deposits, wire confirmations, prepare FFD paperwork
  • RDC Deposits and Positive Pay
  • Mail out payments, scan documents, follow up on tax payments, handle remittance corrections
  • Maintain compliance on wire and check policies
  • Assist with file balances and stale checks
  • Help with post-closing, recording and policy as necessary
  • Maintain correspondence with clients and borrowers for corrections/trailing documents if needed
  • Other duties as assigned