Funding Coordinator

FairSquare • Orlando, FL

2d • $25 - $27 • Onsite

About The Position

The Funding Coordinator works under close supervision to ensure loan documentation packages are complete and accurate and that transactions are funded efficiently and on time. The role involves developing effective working relationships with internal and external partners and continuously improving funding department processes.

This is an onsite, full-time position at the company’s Maitland, Florida offices, scheduled Monday through Friday for eight hours per day. It is non-exempt and hourly, with a pay range of $24.50–$27.40 per hour ($51,000–$57,000 annualized). The position is eligible for additional incentives, including a bonus, 401(k) match, health and welfare benefits, and other opportunities.

Requirements

• At least 2 years of experience in an office and customer service environment.
• Ability to understand the structure of a working capital business loan.
• Professional demeanor and ability to work in a fast-paced, deadline-driven environment.
• Ability to build and maintain strong professional working relationships with internal sales staff, broker partners, and internal credit teams.
• Strong oral and written communication skills.
• Ability to work independently and as part of a team.
• Ability to maintain strict confidentiality and exercise sound judgment.
• Proficiency with Microsoft Office applications, including Adobe, Word, Excel, and Outlook; emphasis on Adobe and Outlook for email.
• Strong internet search skills.
• Willingness to pursue continuing education and self-improvement.
• Demonstrates traits consistent with the company’s core values: Commit, Results, Collaborate, and Change.

Nice To Haves

• Experience with CRM systems, especially Salesforce.

Responsibilities

• Generate documents using Adobe Sign and prepare addendums; organize and obtain missing information needed to fund each loan transaction.
• Review incoming signed documentation and audit documents for legitimacy and accuracy using company and bank guidelines.
• Apply fraud-prevention techniques learned in training to each loan transaction.
• Conduct verification calls with competitors and banks as part of due diligence.
• Verbally confirm contract terms and conditions with borrowers and evaluate recorded calls to ensure the borrower is the true signor.
• Use the internet and third-party resources to verify customer and business information.
• Interpret credit approvals, determine how to clear credit stipulations, and gather supporting documentation.
• Work with sales staff, brokers, and the credit department through email and verbal communication to collect items and information needed to fund transactions.
• Fund working capital packages within the service-level agreement set by the lead or supervisor.
• Perform other duties as assigned.

Benefits

• Bonus eligibility
• 401(k) match
• Health and welfare benefits
• Work-life balance
• Personal and professional growth opportunities
• Employee events throughout the year, including Bring Your Child to Work Day, a holiday party, and sporting events

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed