Financial Requests Specialist
Financial Requests Specialist
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Job Description
Currently looking for a multifaceted candidate who will work on accounting matters compliance with regulatory requirements and consumer communications.
Job entails managing the processing the incoming inquiries from consumers/borrowers regarding their loans preparing financial quotes in response to those inquiries communicating directly with lenders regarding the inquiries and providing support to the larger business unit related to these processes. The role will be working with the accounting team but the person will be working with multiple groups to provide support. We are looking for a dynamic person who is looking to join a growing team.
RESPONSIBILITIES
- Communicating with borrowers and their agents regarding quotes drafting said quotes and updating the internal systems regarding the process.
- Communicating with lenders regarding financials and billing of these processes.
- Processing incoming funds. Communicating with clients and third parties regarding these funds. Sending incoming funds out to clients timely.
- Reviewing final sale funds results requesting the necessary checks for all parties and sending the funds to the required parties.
- Ensuring timely courteous and thorough responses to a high volume of email correspondence.
- Developing and maintaining congenial relationships with business associates borrowers and lenders.
- Providing exceptional customer service to borrowers and clients at every level of interaction including timely status updates and follow-up on outstanding documents and/or services.
- Consistently and accurately update the firms internal case management system as well as all lender systems.
- Performing other duties and responsibilities as needed.
EDUCATION EXPERIENCE & SKILLS
- Billing and check processing experience preferred.
- Must have excellent verbal and written communication skills.
- Must be committed to providing exceptional customer service.
- Ability to communicate courteously and effectively with borrowers lenders attorneys other internal employees and outside parties.
- Must be able to work with others in a congenial and team-oriented manner.
- Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change.
- Ability to read and write at a high level for proof reading and editing purposes.
- High-level proficiency in MS Office suite.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is frequently required to sit talk or hear. The employee is occasionally required to stand walk use hands to finger handle or feel; reach with hands and arms and stoop kneel or crouch the employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and 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. Normal office working conditions. The noise level in the work environment is quiet.
We offer a comprehensive compensation package which includes a salary commensurate with your experience and accomplishments.
If you possess the requisite qualifications and are seeking the challenge of working in a growing firm please submit your resume in confidence.
All applicants applying for U.S. job openings must be authorized to work in the United States.
**Because of the high volume of calls received only qualified candidates will be contacted for consideration***.
If you are interested in this position please email your resume to
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization.
Required Experience:
IC
Employment Type
Full-Time
