Jacksonville Beach, FL Search Results /

Now Hiring - Financial Services Funding Specialist in Ponte Vedra Beach, FL

Financial Services Funding Specialist in Ponte Vedra Beach, FL

United Community Bank
Base Salary $34K - $49K
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Ponte Vedra Beach, FL
3.5
Funding Specialist

This position requires a highly motivated person to be responsible for reviewing and auditing new contracts to insure proper contract set up and proper contract documentation. The incumbent will also be responsible for parts of funding approval. You may be asked to work on special projects with the Chief Credit Officer as we continue to grow our platform.

May also perform document control by reviewing being sent to Booking Department and archived. Document Specialists may work as part of a documents team or may specialize in a particular type of document such as contracts


Key Responsibilities:

  • Reviewing and auditing contracts for accuracy
  • Funding set up
  • Calling and recording customer to review contract terms and billing dates and saving call
  • Filing, scanning and follow-up on contract issues (UCC, UPS, lease documents spreadsheets)
  • Communicating documentation requirements with customers, credit, and sales teams in the various offices
  • Working closely with other departments to ensure accuracy in processing
  • Creating and distributing reports, assisting in internal and external audits
  • Participate in various projects


Skills & Qualifications:

  • Bachelor’s Degree from a four-year college or university or two years related experience
  • Must have attention to detail
  • Must possess great analytical and problem solving skills
  • Must be able to write, speak, and interact well with others
  • Must be able to work in a team environment
  • Must have good organizational, planning, and prioritization skills
  • Ability to meet deadlines in a fast-paced environment
  • Must be skilled with computers and Microsoft Office applications, including Excel
  • Knowledge of advanced Excel functions is preferred


Location:

814 Highway A1A North, Suite 205

Ponte Vedra Beach, FL 32182

United Community Bank
Company Size
201 to 500 Employees
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
$100 to $500 million (USD)


United Community Bank is currently hiring for 5 sales positions
United Community Bank has openings in: FL, TN, & AL
The average salary at United Community Bank is:

5 Yes (amount not posted)

United Community Bank
Rate this company

Sign In to rate this company

United Community Bank

United Community Bank is currently hiring for 5 sales positions
United Community Bank has openings in: FL, TN, & AL
The average salary at United Community Bank is:

5 Yes (amount not posted)