Funding Specialist (Texas) - Grid151

Ardán•Dallas, TX

14d

About The Position

The Funding Specialist will be responsible for providing quality customer service, monitoring workflow queues, and ensuring timely disbursements. This role involves working with the closing team to disburse closing proceeds, complying with various legal documents, and identifying potential risks of fraud or loss. The specialist will also remedy post-closing funding issues, manage the funding mailbox queue, balance settlement statements, and review/issue checks and wires. Collaboration with internal teams, clients, outside counsel, and title agent partners is essential, as is meeting or exceeding performance metrics. Other duties may be assigned by a supervisor.

Requirements

High school diploma or GED required
5+ years’ experience in the closing and/or funding department with title or escrow company required
Work under general supervision.
Strong customer service skills required.

Nice To Haves

Baccalaureate degree preferred
National purchase and refinance experience preferred
Experience utilizing ResWare or similar software preferred
Strong communication skills, with the ability to clearly and concisely present issues, ideas and recommendations in verbal, written and presentation formats.
Highly motivated, inquisitive, self-started with the ability to multi-task and effectively manage priorities to meet deadlines in a fast-paced environment.
Strong attention to detail, excellent organizational skills, ability to high volume and the capacity to work under pressure and tight deadlines.

Responsibilities

Provide quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
Monitor workflow queues and department reports to ensure timely disbursements and follow ups for post-closing accounting issues.
Work with closing team to disburse closing proceeds in accordance with parties’ instructions and applicable law.
Comply with documents: contracts, settlement statements, closing disclosures, mortgages, deeds
Identify and flag any trends that may increase risk of fraud or loss.
Remedy post-closing funding issues through contact with closing agents and other internal and/or external parties.
Monitor and respond to questions/information in the funding mailbox queue within SLA.
Balance settlement statements to CDs/PCCDs to set up pending wires and checks in files.
Review and issue checks and wires for funding, request changes as needed to meet all Company guidelines.
Work collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners.
Successfully meet or exceed all Company established performance/production metrics as set forth by the Senior Management Team.
Perform other duties as assigned by supervisor.