Funding Specialist I

The Funding Specialist I is responsible for reviewing financing documentation, supporting dealer partners, and ensuring funding processes are completed accurately and efficiently. The role requires strong attention to detail, effective communication, and the ability to manage multiple priorities while maintaining compliance standards.

• Accurately enter received financing documents into internal systems for processing and review.
• Evaluate loan documents for completeness, accuracy, and compliance with company policies and applicable regulations.
• Monitor electronic signature queues, resend signature requests, and follow up on document-related issues.
• Communicate documentation requirements, processing updates, and funding-related information to dealer partners.
• Provide guidance and training to dealers regarding program procedures, document completion, and application statuses.
• Assist internal teams with funding questions and documentation-related requests.
• Maintain detailed and accurate notes within required systems according to established procedures.
• Review processing statuses to identify missing information and ensure timely resolution of outstanding items.
• Adapt to changing priorities while meeting deadlines and maintaining high-quality work standards.

Requirements:

The ideal candidate is a reliable, proactive, and service-oriented professional with strong organizational skills and the ability to communicate effectively with customers and business partners. Success in this role requires attention to detail, adaptability, and comfort working with administrative systems and documentation processes.

• High school diploma or GED completed or currently in progress.
• Strong attention to detail with the ability to review documents accurately and identify discrepancies.
• Excellent written and verbal communication skills, with the ability to explain processes clearly.
• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced environment.
• Strong customer service mindset and willingness to support partners with a positive attitude.
• Ability to read and interpret operational documents, procedures, and guidelines.
• Experience using Microsoft Office tools, including Word, Excel, PowerPoint, Outlook, and related applications.
• Ability to work independently while collaborating effectively with team members.
• Strong judgment, reliability, and adaptability when handling changing business needs.

Benefits:

• Competitive hourly compensation of approximately $15 per hour.
• Medical, dental, and vision insurance options.
• Flexible spending options, including HSA and FSA accounts.
• 401(k) plan with company match eligibility from day one.
• Paid time off, sick leave, and volunteer time off.
• Paid parental leave options.
• Employer-paid life and disability insurance.
• Wellbeing support programs.
• Flexible remote work environment with a casual workplace culture.
• Opportunities to develop skills within financial services operations and customer support.