Funding Specialist (TX)

Rocket Mortgage•Fort Worth, TX

About The Position

As a Funding Specialist at Rocket Close, you will manage the client funding process from start to finish, ensuring accurate disbursements and resolving reconciliation issues. You'll secure necessary funds, maintain compliance with money-handling protocols, and collaborate across business units to investigate and resolve financial discrepancies. Your attention to detail and ability to identify trends will be crucial in maintaining service level agreements and mitigating potential fraud risks.

Requirements

2 years of experience in a role involving the handling of money in customer service and/or client-facing setting
Must have the ability to obtain and maintain state licenses, if required
Proven proficiency in recognizing patterns, addressing discrepancies, and applying effective solutions
Strong organizational skills and attention to detail

Nice To Haves

Knowledge of Title, Mortgage and/or Real Estate industries
Proficiency in balancing ledgers with accuracy
Demonstrated experience supporting accounting and/or banking operations

Responsibilities

Secure funds from relevant parties to resolve shortages
Maintain compliance with all aspects of the money-out role, including annual training, updated background checks every three years, and state licensing (where applicable)
Collaborate closely with various business units and independently conduct research to complete tasks and resolve issues
Investigate shortages and overages to identify root causes and implement solutions
Adhere to time-sensitive deadlines outlined in Service Level Agreements and ALTA Best Practices
Identify and communicate trends related to lenders or processes to drive upstream improvements
Identify potential fraud risks and follow procedures to mitigate losses effectively