Funds Received Specialist

Brock & Scott•Winston Salem, NC
•Remote

About The Position

The Funds Received Specialist – Quotes Team is responsible for processing and tracking all incoming reinstatement, payoff, and redemption funds for assigned states. This position involves working with lender and client systems, calculating reinstatement/payoff quotes, communicating with clients and lenders, and maintaining accurate records and documentation. The role requires strong mathematical aptitude, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Requirements

  • A mathematical interest is a must.
  • Excellent Microsoft Office skills (Word, Excel and Outlook)
  • Excellent Communication skills, both verbal and written
  • Ability to multitask and adapt to changes.
  • Excellent attention to detail
  • Exceptional mathematical skills
  • Ability to work independently and achieve daily goals.
  • Strong work ethic and dedication to owning and resolving problems.

Responsibilities

  • Process all incoming Reinstatement/Payoff/Redemption Funds for your assigned states.
  • Handle all lender funds received inquiries and requirements in the client system (LPS, Tempo, Clarifire, etc.)
  • Calculating RI/PO quotes to determine if the funds are sufficient to payoff, reinstate, or redeem the loan.
  • Communicates with the clients by email for the acceptance of funds.
  • Document multiple spreadsheets for the funds we have received for processing.
  • Track all funds received packages daily that have been sent out externally.
  • Ability to solve payment disputes, handle and escalate issues/requests with lenders when necessary.
  • Responsible for answering all emails to the Funds Received Department.
  • Answering calls transferred to the Funds Received Department
  • Fax or mail all external payoff and/or reinstatement letters.
  • Assist with other assigned states for the funds received process.
  • As needed general office duties such as scanning, filing, faxing, emailing, maintaining any department documents
  • Responsibilities are not limited to the above and may change.
  • Must be flexible and able to quickly adapt to changes in procedures and job duties.

Benefits

  • medical
  • dental
  • voluntary life
  • voluntary vision
  • critical illness
  • basic life insurance policy
  • paid holidays
  • PTO package
  • 401(k) plan
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