Funding Specialist
Core
Manage the client funding process from start to finish, ensuring accurate disbursements and resolving reconciliation issues.
Role type
Funding Specialist (financial operations)
Builds
Client funding disbursements and reconciliation resolutions
Domain
Real Estate / Title Insurance / Settlement Services
Required skills
Money handling, compliance adherence, financial discrepancy investigation, fraud risk identification, trend analysis, ledger balancing
Preferred skills
Title/Mortgage/Real Estate industry knowledge, accounting/banking operations support
Responsibilities
Secure funds from relevant parties to resolve shortages, investigate shortages and overages to identify root causes, identify and communicate trends related to lenders or processes, identify potential fraud risks and follow procedures to mitigate losses, adhere to time-sensitive deadlines outlined in Service Level Agreements, maintain compliance with money-handling protocols including annual training and background checks