Funding Specialist

Pacific Rim Capital•Irvine, CA

10d•Onsite

About The Position

The Funding Specialist at Pacific Rim Capital (PRC) supports investor transactions by preparing and coordinating lender closing documents, ensuring all required materials are accurate and complete. This role collaborates closely with internal teams and external partners to gather and provide key documentation, such as insurance, invoices, and lease agreements. The Funding Specialist facilitates smooth and timely funding by maintaining organized workflows, meeting deadlines, and ensuring all transaction requirements are met. This position is crucial for 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.

Benefits

Performance Bonus
Comprehensive medical, dental, vision, and life insurance
Employee Assistance Program
401(k) plan with company match
Accrue three weeks of PTO annually
15.5 paid holidays
Flexible hybrid work arrangement available once you are fully integrated into your role.
Volunteer-based culture committee
Monthly company events
Quarterly team-building activities
Modern office located in central Orange County, CA, featuring sit-stand desks and a vibrant atmosphere.
Daily snacks, along with premium coffee and tea options, provided.