Funding Specialist - Indirect Lending

Bank OZKAlpharetta, GA

About The Position

This position is responsible for supporting the loan processing function within Indirect Lending. Will have a high level of internal and external customer contact to support the lending activities.

Requirements

  • Ability to communicate effectively both verbally and in writing.
  • Ability to adapt to and understand the daily operations of the Funding group.
  • Demonstrated effectiveness in working well within a fast-paced, dynamic environment with a high sense of urgency.
  • Excellent time-management skills to manage a large volume of tasks while providing excellent internal and external customer service.
  • Ability to learn new software.
  • Ability to maintain a high level of integrity.
  • Ability to demonstrate initiative to accomplish work objectives.
  • Ability to work effectively and demonstrate flexibility in a continually changing environment.
  • Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.
  • Ability to work without close supervision.
  • Ability to maintain confidentiality.
  • Ability to work effectively in a team environment.
  • Ability to maintain attention to detail.
  • Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • High School diploma or equivalent

Nice To Haves

  • Prior loan processing, auto funding experience, preferred

Responsibilities

  • Manages individual queue with loan pipeline for processing.
  • Reviews packages for errors and missing documentation and request from Brokers and Dealers in a timely manner.
  • Analyzes customer signed loan documentation to ensure satisfaction of company guidelines (e.g., appropriate legal descriptions, signatures, and dates).
  • Obtains any missing information to complete required file documentation.
  • Meets processing time frames, as provided.
  • Communicates any necessary exceptions/incomplete files to credit department for review.
  • Maintains data integrity within front end origination systems; TCI/Decision Lender, Dealer Track and Route One.
  • Scanning and processing daily funding packages received.
  • Maintains good punctuality and attendance to work.
  • Follows Bank policy, procedures, and guidelines.

Benefits

  • generous PTO
  • 401(k) matching
  • health, dental, vision (and pet!) insurance
  • special perks and discounts
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