Disbursement Specialist

Job Details
Disbursement Operations Specialist

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Job Summary: Support the disbursement process by disbursing closed loans and utilizing software and financial institution programs.
Responsibilities:

• Prepare and disburse assigned files by printing invoices, creating shipping labels, printing checks, and creating outbound wires.
• Verify and post details of business transactions, including incoming wire amounts, outgoing wire amounts, payee, and amounts for the disbursement checks to ledgers and system records.
• Research and respond to inquiries from lenders, borrowers, or other disbursement recipients related to transactions.
• Assist employees, borrowers, and vendors with accounts, procedures, and system questions.
• Monitor email for incoming wires and record transactions in the appropriate system or ledger.
• Process and record returned checks.
• Provide customer service support to both lenders and borrowers, including processing replacement checks, updating disbursement ledgers, check image retrievals, stop payments, wire confirmations.
• Research and provide supporting information to accounting for reconciliation items.
• Coordinate and work with NDI support teams.
• Additional responsibilities as assigned.

Qualifications:
Education and Experience:

• College graduate or equivalent work experience.
• 1 year of related experience.

Knowledge, Skills & Abilities:

• Organizational and problem-solving skills.
• Verbal and written communication skills.
• Interpersonal skills.
• Multitasking skills.
• Customer service skills.
• Attention to detail.
• Proficient with Microsoft Outlook, Word, and Excel.

Working Conditions:
Normal office environment with no physical discomfort due to temperature, dust, noise, etc. Ability to work overtime as required.