Now Hiring - Funding Specialist in Edmonds, WA

Summary: Responsible for performing a variety of administrative and customer service duties to include processing loan information, insurance and reference verifications, scanning and the post funding process by performing the following duties.

Duties and Responsibilities include the following.

1. Receives and funds contracts from dealers based on required stipulations.

2. Notifies dealers as necessary and within required timeline regarding any missing contract stipulations.

3. Consults with buyer regarding any discrepancies of waiving of stipulations.

4. Communicates with buyer and dealer in regard to funding of contracts on a daily basis.

5. Data entry of contracts into database at time of funding.

6. Data entry and printing of checks in QuickBooks.

7. Verifies all department of motor vehicles paperwork is accurate on loans and follows up with department of motor vehicles on title transfers weekly.

8. Assists with reference and insurance verifications.

9. Answers incoming phone calls and assists customers by transferring calls appropriately.

10. Performs data entry of new applicant loan information on computer.

11. Processes applications submitted by auto dealers and customers for personal loans.

12. Orders in-house credit reports from computer loan information.

13. Files in house credit reports in appropriate applicant file.

14. Receives current loan status sheets and updates information on computer as needed.

15. Returns loan documents to funders in a timely manner.

16. Processes titles and enters in title book and files.

17. Posts mail, counter payments and pay offs to accounts.

18. Sends out receipts.

19. Balances cash drawer.

20. Develops maximum sales potential out of assigned customers through good customer techniques and knowledge of the company’s products and services as well as the competition’s strengths/weaknesses.

21. Applies knowledge of company products/services to efficiently process customer information and respond to inquiries and complaints in a diplomatic manner.

22. Trains new customer service representatives as needed.

23. Orders and maintains sufficient office supplies.

24. Scans all new files and other paperwork as needed.

25. Performs other related duties as assigned.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills: To perform this job successfully, an individual should have knowledge of basic Microsoft Office skills and intermediate Microsoft Excel skills.

Education/Experience: High school diploma or general education degree (GED); and prior work related experience required; or equivalent combination of education and experience.

Certificates and Licenses: Valid driver's license

Knowledge, Skills, and Other Abilities:

 Oral communication skills  Written communication skills  Reading skills  Computer literacy  Customer relations  Customer service  Organization  Professionalism  Math aptitude  Filing  Computer skills  Keyboard skills - 50 words per minute  Alpha numeric keyboard skills 100 keystrokes per hour

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 5 pounds.

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.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
We have hand sanitizer available and cleaning supplies to keep our areas clean.

Work Location: One location