Funding Specialist
Jupiter Equipment Finance:
At our core, we are a dynamic company dedicated to business development and fostering relationships with Equipment Sellers and Buyers. Our annual double-digit growth and a 93% approval rate showcase our commitment to delivering effective financing solutions for our Vendors/Dealers and Customers. Our culture champions self-starters, empowers the pursuit of limitless opportunities, and supports personal and professional growth. We offer a competitive compensation package, benefits, and upward mobility.
Funding Specialist:
Jupiter Equipment Finance seeks a mid-level to experienced professional to join our closing & funding team. This team works closely with all levels of the organization to increase efficiency, reduce operational risk, and ensure each customer’s needs are met by providing the highest level of customer service. We believe every position in our company is crucial to our overall success, and we are looking for someone to take ownership of their role and become a key component of our fast-growing company. We value our company culture of hard work, respect, and teamwork and aim for each employee to enjoy coming to work each day!
Essential Functions, Duties, and Responsibilities:
- Position is geared towards project management, documentation and customer service.
- Process, review and verify all documentation included in the contract closing process.
- Perform all processing and closing tasks required to deliver a loan with compliance to company standards, best practices and underwriter requirements, from approval to funding including data entry, documentation, and status updates.
- Track & communicate with all parties on status of contracts, answering questions, and providing other information as necessary to get loans ready for funding.
- Prepare and coordinate all funding items for our customers and relationships including the review and verification of all document information to ensure adherence to credit approvals, policies, and established guidelines.
- Track, manage and provide regular updates related to DMV vehicle titling and registration process for titled equipment in all states.
- Track, manage and update, when necessary, certificate or proof of insurance documents from customers or insurance agents on an as-needed basis.
- Create and update internal CRM with correct information in a time sensitive and accurate manner;
- Manage multiple customer document packages at a time in an organized and effective manner with strong attention to detail.
- Be proactive, entrepreneurial, and seek new ways to improve and innovate.
- May be tasked with reviewing data integrity of loan files; reviewing and analyzing credit, income, asset, and property documentation; ensuring file meets all compliance and company guidelines; collecting documentation from borrowers; and organizing and packaging loan files to submit to underwriting department.
- Perform other duties as required; opportunity for reporting and projects as needed.
Required Knowledge, Skills, and Competencies:
- 3-5+ years experience in an office role.
- College degree preferred but not required.
- Knowledge of lending/banking processes a plus.
- Willingness to be a team player and wear many hats to get projects completed.
- Strong organizational and customer service skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects, complete tasks, and meet deadlines.
- Experience with Microsoft Office, Adobe Acrobat and Salesforce is desired.
- Ability to work in our Jupiter, FL office location. This is not a remote position.
