Integral to the booking/boarding process. The goal of this position is to fund new loans successfully, efficiently, and accurately book the new loan into the Underwriting system.
RESPONSIBILITIES • Review incoming documentation for accuracy. • Prepare funding package for new loans and ensuring automated data quality checks are in
place. • Satisfaction of lien requests/processing and insurance policies. • Pull/schedule payments in accordance with the agreement when necessary, such as doc fees
and other payments that may apply. • Communicate with sales representatives and lending partners on all deals. • Book/board new loans into appropriate systems. • Deactivate loans sold to our Business Partners. • File documentation or send it to appropriate locations via FedEx. • Verbally confirm loan information with customers. • Prepare/request contract documentation.
QUALIFICATIONS • Analyze and interpret complex financial data and produce relevant insights and reports. • Detail-oriented with strong organizational skills and the ability to manage multiple tasks
concurrently. • Ethical behavior and ability to maintain confidentiality. • Excellent verbal and written communication skills, with the ability to present financial
information to key partners. • Proficiency in Salesforce CRM platforms and software • Ability to work independently and in a team environment. • Aptitude to quickly master new software applications and systems used within the
organization. • Self-motivated, with the ability to take initiative and work autonomously. • Demonstrates enthusiasm and eagerness to learn. • Experience working in financial analysis or related role, a plus!
Hours, Compensation, & Benefits:
This is a full-time position, approx.. 40 hours/week expected.
401k
Salary
Health Benefits
Vacation/Sick Time
Access to Event Tickets to UBS Arena (Islanders & concerts)