What are the responsibilities and job description for the Funding Specialist III position at Agora Data, Inc.?
The Funding Specialist is responsible for funding auto loans while maintaining the highest level of integrity. The Specialist evaluates all documents, programs, and verifications for validity prior to funding the loan. This team member interfaces with and provides superior customer service to internal and external customers (e.g., credit center personnel, automobile dealers, loan applicants).
What You’ll Do
What You Need
What You’ll Do
- Communicate loan funding statuses to originators, sales, titles, and leadership.
- Manage relationships with originators.
- Maintain accurate records of all loan funding activities.
- Accountable for managing the Auto Loan origination process from application review through funding.
- Ensures adherence to internal policy and external regulations.
- Supports respectful experiences for applicants and dealers throughout the origination and funding process.
- Identifies processes and control improvements; communicates findings to the respected manager.
- Assists with questions, calls, emails, and faxes, and serves as an overall go-to for funding analysts.
- Assists with sorting the manager queue and escalating issues on pending contracts.
- Other projects and duties as assigned.
What You Need
- Bachelor's Degree or equivalent work experience.
- 3 years of Auto Originations/Funding experience.
- Proficient in basic PC applications, including Microsoft Office (Excel, PowerPoint, Word, Outlook).
- Intermediate to advanced typing and data entry processing skills.
- Ability to communicate effectively and professionally with internal and external customers.
- Ability to handle multiple tasks simultaneously.
- Excellent organizational and time management skills with strong attention to detail.
- Ability to work effectively as a team member.
- Ability to respond to internal and external requests as needed.
- Frequent but minimal physical effort, such as sitting, standing, and walking.
- Occasional moving and lifting of equipment and furniture are required to support onsite and offsite meeting setup and teardown.
- Capable of lifting up to 50 pounds, bending, kneeling, and climbing ladders.
- Competitive Salary
- Health Insurance (medical, dental, and vision)
- 401k Retirement Plan
- Performance Bonus
- Unaccrued PTO
- Incentive Stock Options
- Collaborative Work Environment