What are the responsibilities and job description for the Funding Specialist position at Fortifi Capital?
Company Description
Fortifi Capital is committed to empowering individuals and businesses to achieve financial success through innovative solutions and personalized services. With a strong focus on building secure financial futures, Fortifi Capital partners with clients to address their unique needs and challenges. Our goal is to deliver results that foster growth, stability, and trust, ensuring each client's prosperity. Join our team to contribute to making a meaningful difference in our clients' financial trajectories.
Role Description
This is a full-time, on-site role for a Funding Specialist located in White Plains, NY. The Funding Specialist will oversee funding processes, ensuring accurate and timely disbursements. Responsibilities include managing documentation, verifying compliance with funding requirements, communicating with clients and internal teams, and maintaining accurate records. The role involves providing exceptional service while resolving funding-related inquiries and ensuring efficiency in operational procedures.
Qualifications
- Knowledge of financial processes, funding procedures, and loan documentation
- Strong communication, interpersonal, and client relationship management skills
- Attention to detail, organizational skills, and ability to multitask effectively
- Proficiency in relevant software, such as CRM systems or financial tools
- Analytical thinking and problem-solving capabilities to handle funding-related challenges
- Bachelor’s degree in Finance, Business, or a related field preferred
- Previous experience in financial services or a funding-related role is a plus