Funding Specialist

Pacific Rim Capital•Irvine, CA

1d•$25 - $33•Hybrid

About The Position

The Funding Specialist at PRC supports investor transactions by preparing and coordinating lender closing documents and ensuring all required materials are accurate and complete. This role works closely with both internal teams and external partners to gather and provide key documentation, including insurance, invoices, and lease agreements. The Funding Specialist helps facilitate smooth and timely funding by maintaining organized workflows, meeting deadlines, and ensuring all transaction requirements are met. This position plays an important role in supporting efficient operations and contributing to the overall success of the funding process.

Requirements

Bachelor’s degree in accounting, Finance, or a related field preferred
2-5 years of experience in accounting or finance
High level of integrity and ability to handle confidential financial information
Strong mathematical and analytical skills, with a solid understanding of lending criteria and financial documentation with exceptional attention to detail
Excellent organizational and time management skills with the ability to prioritize multiple tasks
Adaptability and flexibility in a fast-paced, evolving environment
Strong sense of ownership and urgency
Exceptional verbal and written communication skills to negotiate and clearly convey details to diverse groups of people
Critical thinking and judgment to effectively interpret AI-driven insights and make sound business decisions
Adaptability and openness to change in a rapidly evolving, technology-driven work environment
Meticulous eye for spotting discrepancies in legal, financial, and collateral documents
Proficient or better at pulling and organizing Microsoft Excel reports to provide insight of inventory to maximize profitability and flexibility

Responsibilities

Prepare and coordinate lender closing documents, ensuring accuracy and completeness across all funding packages
Gather and organize required documentation, including insurance, invoices, and lease agreements
Maintain organized records and documentation to support efficient transaction processing
Collaborate with internal teams and external partners to obtain and validate necessary materials
Facilitate timely funding by managing workflows and ensuring all deadlines are met
Verify that all transaction requirements are fulfilled prior to funding execution
Support smooth funding operations by proactively identifying and resolving documentation or process gaps
Contribute to overall operational efficiency by maintaining consistency and accuracy throughout the funding process
Coordinate across investor underwriters, sales teams, other internal partners, and external stakeholders to ensure smooth transaction execution
Prepare and process supplier payments by compiling and reviewing all required supporting documentation
Coordinate with internal teams and external partners to ensure accuracy and completeness of payment details
Ensure timely execution of payments by verifying documentation and maintaining compliance with funding requirements
Analyze business financials, including cash flow, credit history, and revenue trends, to assess overall financial health
Interpret financial data to identify risks and opportunities within funding structures
Collaborate with internal stakeholders to support informed decision-making and optimize funding solutions