Funding Assistant

TEKsystems•San Diego, CA

1d•$25 - $25•Onsite

About The Position

The Funding Assistant plays an important role in the organization by performing a number of activities related to the company’s Correspondent branch operations functions. The role is primarily responsible, under direct supervision, for assisting the Funder(s) in day-to-day operations related to closings.

Requirements

High school diploma or equivalent required.
Minimum of one-year total experience in Mortgage lending related role(s) preferred.
Some knowledge of mortgage lending policies, procedures, and regulations is helpful.
Ability to manage multiple priorities in a deadline-driven environment; strong detail orientation and highly organized.
Strong verbal and written communication skills.
Works with a strong sense of urgency and responsiveness.
Passion for delivering excellence in customer service.
Demonstrated patience and professionalism when interacting with both internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
Ethical, with a commitment to company values.
Experience with microsoft word, microsoft excel, copying, scanning, document processing, loan files, delivering packages, and working with cross-functional teams.

Nice To Haves

One-year total experience in Mortgage lending related role(s) preferred.
Some knowledge of mortgage lending policies, procedures, and regulations is helpful.

Responsibilities

Receive all document requests and funding packages and enter pertinent related data into the system.
Review document packages; check edits, notify funders of any issues, and submit paperwork.
Create initial bank packages and hold them for safekeeping until corresponding funding package arrives.
Track funding packages to ensure they are returned within 48 hours, follow up accordingly.
Stack and scan funding packages for Funders to review.
Review funding packages; verify MERS.
Complete bank packages and distribute them to Funders.
Send completed and funded bank packages to Finance.
Log in all types of mail on designated spreadsheets, copy, scan, upload scanned documents into correct scanned loan files, create collateral packages, and deliver packages to the Note department.
Review applicable suspense and insuring issues and follow up accordingly.
Notify Branch Operations Manager if issues are not resolved on time.
Perform other duties as assigned.