Funding Team Lead

Job description

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:

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.

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.