TITLE:  Funding Team Lead

Responsibility 

• Understand Loan origination policies, procedures, and guidelines with an eye to continual improvement

• Able to complete funding audits accurately and precisely

• Assist with the funding queue during high-volume funding days and colleagues’ queues when needed

• Handle escalated issues when the funding manager is unavailable

• Providing guidance and training to colleagues

• Ensure compliance with funding regulations and guidelines by staying updated on regulatory requirements and policy changes

• Contributing to the overall efficiency and effectiveness of the funding department. 

• Collaborating with other departments to ensure a smooth workflow and efficient funding. 

• Identifying and mitigating potential risks within the funding process. 

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Applicants must be 18 years or older and be authorized to work in the U.S.

• Ability to understand and interpret lending policies and procedures

• Demonstrated experience in identifying and implementing process improvements

• Effective verbal and written communication skills

• Ability to multi-task

• Ability to de-escalate calls and communicate professionally with third-parties, customers and co-workers

• Comfortable training, speaking in front of groups and addressing issues as needed

• Proven experience in financial management, budgeting, or funding agency environment.

• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities simultaneously.

• Proficiency in financial software and tools, as well as Microsoft Office Suite (particularly Excel and PowerPoint).

• Excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to diverse stakeholders.

• Ability to work independently as well as collaboratively within a team environment.

• Strong problem-solving abilities and a proactive approach to addressing challenges.

• Commitment to upholding ethical standards and maintaining confidentiality in financial matters.

NOTE:

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions associated with this job.  While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job and to require that additional or different tasks be performed as circumstances dictate.