What are the responsibilities and job description for the Funding Specialist (Summit Funding Group) position at bankatfirst?
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Summit Funding Group, Essential Duties and Responsibilities include the following. Other duties may be assigned to meet business needs.
- Process documentation required to complete Debt or Purchase Fundings
- Process all documentation required for Vendor Finance Program Management
- Documentation Review of Lessee/Lessor documents
- Review and process Loan documents
- Prepare Assignment and Loan documents
- Provide excellent customer service to all internal and external partners
- Ability to update spreadsheets
- Ability to review Equity deals when necessary
- Ability to prioritize individual workload
Qualifications:
- 1 years of leasing, mortgage industry, or commercial loan experience – desired not required
- Excellent organizational, verbal and written communication skills
- Detail oriented
- Strong Customer-service skills
- Team player who can also work independently
- The ability to handle multiple transactions simultaneously
- Ability to use Microsoft Word, Excel, Outlook and Adobe PDF
- Understanding of financial calculations – desired not required
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
