Funding Specialist
| Company | Rocket Companies |
|---|---|
| Location | Fort Worth, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2 years of experience in a role involving the handling of money in customer service and/or client-facing setting.
- Must have the ability to obtain and maintain state licenses, if required.
- Proven proficiency in recognizing patterns, addressing discrepancies, and applying effective solutions.
- Strong organizational skills and attention to detail.
Responsibilities
- Secure funds from relevant parties to resolve shortages.
- Maintain compliance with all aspects of the money-out role, including annual training, updated background checks every three years, and state licensing (where applicable).
- Collaborate closely with various business units and independently conduct research to complete tasks and resolve issues.
- Investigate shortages and overages to identify root causes and implement solutions.
- Adhere to time-sensitive deadlines outlined in Service Level Agreements and ALTA Best Practices.
- Identify and communicate trends related to lenders or processes to drive upstream improvements.
- Identify potential fraud risks and follow procedures to mitigate losses effectively.
Preferred Qualifications
- Knowledge of Title, Mortgage and/or Real Estate industries.
- Proficiency in balancing ledgers with accuracy.
- Demonstrated experience supporting accounting and/or banking operations.