Location: Dallas , TX
Type: Direct Hire
Job #27552

Our client has an excellent career opportunity for a detail-oriented Funding Coordinator to join their expanding team. If you have a strong work ethic and want to be part of a dynamic team, this position may be for you. A successful Funding Coordinator will be able to prepare and manage the credit files of commercial lease and loan transactions until funding has been completed. This is a direct hire opportunity that is located in Dallas, TX OR Los Angeles, CA. This is a great opportunity to join a growing employer that promotes from within and offers a generous benefits package.

Responsibilities:

Ensure all necessary documents are present and correctly executed.
Ensure all credit requirements are met by matching documents to credit approval.
Compile a list of missing or incorrectly completed documents, including improperly formatted invoices and vendor payment information. Collaborate with the credit underwriter to clarify who is responsible for missing information.
Track and diligently follow up on requested missing items.
Validate the completeness of documentation packages before forwarding them to the underwriting department.
Conduct verbal confirmations with customers before funding, including verifying information and confirming equipment inspection.
Order GPS devices and/or installations.
Confirm wire transfer instructions with brokers/vendors and queue wires for funding.
Send funding notification email to brokers upon successful deal funding.
Accurately enter data into the Lease Information spreadsheet.
Seek guidance from senior funding coordinators and lease coordinators when faced with uncertain situations.
Collaborate with senior funding coordinators to gain in-depth knowledge of specific broker relationships.
Develop a basic understanding of company’s various contracts, including Lease, EFA, Working Capital, and Lease Buyouts.
Perform additional duties as assigned by senior management.

For background check purposes, material duties of this position include analyzing account and asset history, managing ongoing collections and setting up payment plans, and maintaining accurate accounting records in Salesforce.

Minimum Qualifications:

Bachelor’s degree or 2 years’ prior administrative experience
Proficient in Microsoft Suite (Word, Excel, Outlook)

Preferred Qualifications:

2 years of experience as a Funding Coordinator/Documentation Specialist
Prior asset based lending or equipment leasing experience
Proficient in Salesforce and DocuSign
Strong time management, documentation and communication skills
Able to work effectively in a team environment
Strong work ethic and desire to learn

Salary Range: $57,000 – $65,000

*The above represents the lowest to highest expected salary range for this job opening. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.

It is the policy and practice of Broekema Group to consider all applicants for employment on the basis of their qualifications, and without regard to unlawful considerations of race, color, national origin, sex/gender, sexual orientation, gender identity or expression, age, religion, disability, protected medical condition, genetic information, pregnancy, marital or domestic partnership status, military or veteran status, or any other legally protected basis. Qualified applicants with arrest or conviction records will be considered for employment.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources, 858-752-6200, humanresources@oncallemployees.com.

Reasonable accommodations in all aspects of employment, including the application process, are available upon request of a qualified applicant or employee with a disability. Certain job assignment offers are contingent upon successfully passing a physical examination, which may include drug and alcohol testing, if required by the client company.

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Funding Coordinator