What are the responsibilities and job description for the Funding Analyst position at Aqua Finance, Inc.?
The Funding Analyst is responsible for auditing documents across diversified programs, with the goal of onboarding a compliant document package for funding release, and for taking incoming and making outgoing calls from our dealers.
Essential Functions
Using origination software to track, note, and log document lifecycle prior to onboarding
Review loan documents for errors/omissions based on an audit checklist provided by management
Determine if app file is ready for onboarding by validating all document requirements and stipulations have been met and satisfied
Control the flow of documents through the lifecycle of the loan using workflow management software
Provide positive dealer experience through email and phone correspondence by answering questions and training as necessary
Organize daily workload to ensure completion of tasks by appropriate deadlines (ex: set daily funding time cut offs, incoming volume, turnaround time deadlines, etc.)
Collaborate cross-departmentally, answering questions, and ensuring process flow efficiencies
Assigned Imaging duties
Daily/weekly funding reports
Required Education and Experience
High School Diploma or GED equivalent required
2 years of Customer Service, or related work experience, required
Bilingual (English and Spanish) candidate beneficial
Ability to maintain less than 5% error ratio for three (3) months required
Ability to maintain 100% average productivity for three (3) months required
Financial industry experience preferred
Attention to detail and accuracy required
Excellent verbal and written communication skills required
Proficient in the utilization of Microsoft Office Suite
Ability to thrive in a fast paced work environment
Physical Demands
While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.
This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.