Post Closing & Funding Specialist
About The Position
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This role is responsible for supporting funding and post-closing operations by executing and tracking financial transactions with accuracy and timeliness. Key duties include initiating and managing wire transfers, entering and maintaining disbursement dates, and processing additional wires as needed. The position also ensures compliance with warehouse line requirements by providing requested documentation, reconciling purchase advice, and resolving discrepancies. Strong attention to detail, coordination with internal and external partners, and adherence to funding timelines are essential to ensure smooth loan funding and settlement processes
Requirements
- 2+ years' Mortgage Warehouse operations and/or Mortgage industry experience and general banking.
- Precise attention to detail
- Proficiency with all MS Office applications (Word, Excel, Outlook, etc.)
- Professional demeanor and attire
- Proven success working in fast-paced, high-volume environments
- Excellent written and oral communication skills
- Willing to work early shift- PST
Responsibilities
- Ensure timely receipt and proper documentation of Purchase Advice by monitoring the Purchase Advice inbox, recording and uploading notifications and obtaining directly from investors as needed.
- Facilitate the sending of wires, multiple times daily, to complete the funding process. This includes satisfying warehouse exceptions and sometimes providing Federal Reserve Reference information.
- Monitor daily reports to confirm successful wire transactions and collaborate with the Finance department to resolve missing or incomplete loans on the warehouse line report.
- Ensure accurate MERS registration and reconciliation while assisting post-closing workflows, including investor delivery, trailing document tracking, and secure note shipment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
