Jr. Conventional Servicing and Funding Specialist jobs in United States
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iBusiness Funding · 14 hours ago

Jr. Conventional Servicing and Funding Specialist

iBusiness Funding is a software and lender service provider specializing in small business lending. The Jr. Conventional Servicing and Funding Specialist will be key to Treasury, Funding and Cash Management functions, executing efficient cash processes, assisting with data analytics and reconciliations, and supporting loan funding operations.

FinanceFinancial ServicesLending

Responsibilities

Work as a member of our Treasury and Funding team to ensure daily cash processes are executed efficiently in accordance with the daily, weekly, and monthly deadlines of our team
Complete and utilize daily cash reconciliations for funding and payments processes
Ensure accurate financial record-keeping in compliance with company standards
Troubleshoot and resolve any unexpected discrepancies with data accuracy and consistency
Communicate issues with data and documentation upon review with the originating teams
Provide support to the Funding Team and management
Perform operational processing and support for payments and funding operations
Use online banking portals to set up bank transactions and access reporting necessary to complete daily tasks
Verify borrower account information for payment processing and loan funding
Reconcile and review daily banking transactions
Support other duties across the broader Accounting, Finance and Treasury team as required

Qualification

ExcelAnalytical skillsFinancial controlsLoan origination cycleData managementCommunication skillsOrganizational skillsProblem-solvingTime management

Required

Strong computer skills and experience working with Excel; other software program knowledge is a plus
Excellent organizational and time management skills with a proactive and self-directed work ethic
Ability to set priorities, multi-task, meet tight deadlines and manage time effectively in a remote work environment
Effective written and verbal communication and strong interpersonal skills. Ability to clearly and effectively engage with internal and external stakeholders to resolve operational issues and collaborate on tasks and other projects
Demonstrates ability to work well in a fast-paced environment
Strong analytical, reconciliation, problem-solving and process-oriented thinking skills, and the ability to think critically and apply research and logic
Relentless focus on accuracy, attention to detail and supporting documentation in all tasks
Proactive and confident in problem-solving abilities to find and recommend effective solutions and process improvements
Basic understanding of the loan origination cycle and lending process
Strong understanding of financial and operational controls

Preferred

Experience with managing data and / or some data science activities are a plus
Experience and proven track-record of successfully working in a fully remote environment preferred
Bachelor's Degree (or equivalent years of experience) in Finance, Accounting, and / or Economics preferred
1-2 years of Prior Treasury, Finance, and / or banking and financial services experience is a plus

Benefits

Medical, dental, and vision coverage
401(k) with company match
Paid time off

Company

iBusiness Funding

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iBusiness Funding provides lending, small business capital, loan package marketplace, underwritings and loan processing services.

Funding

Current Stage
Growth Stage

Leadership Team

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Alicia Vinas
Executive Assistant To Chief Executive Officer
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Company data provided by crunchbase