Funding Specialist

ROLE AND RESPONSIBILITIES:

• Provide quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
• Monitor workflow queues and department reports to ensure timely disbursements and follow-ups for post-closing accounting issues.
• Work with the closing team to disburse closing proceeds in accordance with parties’ instructions and applicable law.
• Comply with documents: contracts, settlement statements, closing disclosures, mortgages, deeds
• Identify and flag any trends that may increase the risk of fraud or loss.
• Remedy post-closing funding issues through contact with closing agents and other internal and/or external parties.
• Monitor and respond to questions/information in the funding mailbox queue within SLA.
• Balance settlement statements to CDs/PCCDs to set up pending wires and checks in files.
• Review and issue checks and wires for funding, request changes as needed to meet all Company guidelines.
• Work collaboratively with all stakeholders, including but not limited to internal operations teams, client, outside counsel, and title agent partners.
• Successfully meet or exceed all Company established performance/production metrics as set forth by the Senior Management Team.
• Perform other duties as assigned by supervisor.

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• High school diploma or GED required; Baccalaureate degree preferred.
• 5+ years’ experience in the closing and/or funding department with title or escrow company required.
• Work under general supervision.
• Strong customer service skills required.
• National purchase and refinance experience preferred.
• Experience utilizing ResWare or similar software preferred.

PREFERRED SKILLS:

• Strong communication skills, with the ability to clearly and concisely present issues, ideas and recommendations in verbal, written and presentation formats.
• Highly motivated, inquisitive, self-started with the ability to multi-task and effectively manage priorities to meet deadlines in a fast-paced environment.
• Strong attention to detail, excellent organizational skills, ability to high volume and the capacity to work under pressure and tight deadlines.

REASONING ABILITY:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands:

While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. Operating office machinery such as a computer, phone, copier, printer, etc. is necessary in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Westcor offers some great perks:

• Health, dental, and vision benefits.
• Employer-paid disability and life insurance.
• Flexible spending accounts.
• 401K with company match.
• Paid time off and company-paid holidays.
• Wellness resources.

Note: This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.

Ardán is a family of companies that make real estate closings faster, simpler, and safer through technology-driven, innovative solutions, sound underwriting, and exceptional customer service. At Ardán, we pride ourselves on being at the forefront of Insur-Tech. Our brands—Westcor, Grid151®, GridBase®, and X1 Analytics®—are dedicated to using technology to streamline and improve every step of the closing process. Westcor - Founded by title agents, Westcor is the number one independent title insurance underwriter in the nation. Westcor’s technology-driven products and services and sound underwriting help agents and their customers close real estate transactions faster and with peace of mind. Website: wltic.com Grid151 - Powered by GridBase® technology, Grid151® delivers tech-enabled fulfillment services to the title insurance industry. Website: grid151.com X1 Analytics - Using its proprietary data analytics engine, X1 Analytics® equips the title insurance industry with decisions and data which enable faster real estate closings with reduced cost and operational friction. Website: x1analytics.com GridBase - sing their proprietary tech stack to create the universal API for lender and title collaboration, GridBase® delivers data middleware and tools that transform lender and title operations with highly optimized automations and integrations. Website: gridbase.io