Funding Specialist - Grid151

Job Description

Job Description

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ROLE AND RESPONSIBILITIES

• Provide quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
• Monitor workflow queues and department reports to ensure timely disbursements and follow ups for post-closing accounting issues.
• Work with closing team to disburse closing proceeds in accordance with parties’ instructions and applicable law.
• Comply with documents : contracts, settlement statements, closing disclosures, mortgages, deeds
• Identify and flag any trends that may increase risk of fraud or loss.
• Remedy post-closing funding issues through contact with closing agents and other internal and / or external parties.
• Monitor and respond to questions / information in the funding mailbox queue within SLA.
• Balance settlement statements to CDs / PCCDs to set up pending wires and checks in files.
• Review and issue checks and wires for funding, request changes as needed to meet all Company guidelines.
• Work collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners.
• Successfully meet or exceed all Company established performance / production metrics as set forth by the Senior Management Team.
• Perform other duties as assigned by supervisor.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

PREFERRED SKILLS

REASONING ABILITY

Physical Demands :

While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. Operating office machinery such as a computer, phone, copier, printer, etc. is necessary in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Westcor offers some great perks :

Note : This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.