Job Information

Funding Specialist

Location

Pittsburgh, PA

Department

Post Close Department

Job Description

Position Summary: Manage the funding process for escrow transactions Reports to: Manager, Funding and Deed Prep Essential Duties: -Monitor and manage prompt application of deposits for incoming checks and wires. -Monitor and manage daily disbursement activities to ensure that all files approved for disbursement are processed. -Ensure that all recording files are processed, to include printing recording checks, preparing overnight packages and sending docs for recording. -Direct involvement with coaching staff and streamlining processes to achieve accurate best practices while remaining compliant with all regulations. -Work with departments to ensure that all files are ready for disbursement, and provide the funding team with the documents essential for disbursement. -Ensure that all deeds are processed within the Client SLA. -Ensure that all metrics are met related to Client Deed Quality SLA. -Monitor employees’ productivity to ensure standards are met. -Conduct routine audits of activity processed to ensure quality. -Monitor employees’ attendance. -Conduct annual reviews. -Monitor and manage Client scorecard to ensure we are in a performing status for all Funding and Deed related SLA’s. -Create and implement training materials specific to the Funding and Deed Prep process. -Monitor employee performance to ensure accuracy when funding a file or preparing a deed. -Monitor daily metrics to ensure they are met by staff. -Conduct monthly team meetings with the staff. -Be the liaison between the funding department and the accounting department to help with the daily reconciliations and to make any corrections.

Responsibilities

    Skills and Expertise

      Job Title: Funding Specialist Position Summary: Manage the funding process for escrow transactions Reports to: Manager, Funding and Deed Prep Essential Duties: -Monitor and manage prompt application of deposits for incoming checks and wires. -Monitor and manage daily disbursement activities to ensure that all files approved for disbursement are processed. -Ensure that all recording files are processed, to include printing recording checks, preparing overnight packages and sending docs for recording. -Direct involvement with coaching staff and streamlining processes to achieve accurate best practices while remaining compliant with all regulations. -Work with departments to ensure that all files are ready for disbursement, and provide the funding team with the documents essential for disbursement. -Ensure that all deeds are processed within the Client SLA. -Ensure that all metrics are met related to Client Deed Quality SLA. -Monitor employees’ productivity to ensure standards are met. -Conduct routine audits of activity processed to ensure quality. -Monitor employees’ attendance. -Conduct annual reviews. -Monitor and manage Client scorecard to ensure we are in a performing status for all Funding and Deed related SLA’s. -Create and implement training materials specific to the Funding and Deed Prep process. -Monitor employee performance to ensure accuracy when funding a file or preparing a deed. -Monitor daily metrics to ensure they are met by staff. -Conduct monthly team meetings with the staff. -Be the liaison between the funding department and the accounting department to help with the daily reconciliations and to make any corrections. Skills & Abilities: -Intermediate skills in Microsoft Office, with a focus on Excel and Word. -5 Years funding/disbursement experience -Minimum of 5 Years management experience -Strong interpersonal and organizational skills -Very strong follow through skills are required -Demonstrates accuracy and thoroughness. -Decision Making: On a regular and continuous basis, exercises administrative judgment and assumes responsibility for decisions, Consequences and results having an impact on people, costs and/or quality of service within the functional area. Authority: May oversee or coordinate the work of others. Communication: Exchanges non-routine information using tact and persuasion as appropriate requiring good oral and written communication skills. Education: Required: High School Diploma or GED Preferred: Two years college or equivalent work experience Experience: Five years of related experience required. Additional education may be substituted for years of work experience. Certification: Required: No Requirements Physical Requirements: -Sitting in a normal seated position for extended periods of time. -Reaching by extending hand(s) or arm(s) in any direction Finger dexterity required to manipulate objects with fingers rather than whole hand(s), for example, using a keyboard. -Communication skills using the spoken word. -Ability to see within normal parameters. -Ability to hear within normal range. -Ability to move about. *Regular, consistent, and predictable attendance is an essential function of this job. *This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. The incumbent may be asked to perform other duties as assigned. Primary Location United States Work Locations Orange Coast Lender Services 1000 Commerce Drive, Suite 520 Pittsburgh, PA 15275