Funding Team Lead - Grid 151 en Grid151

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Essential Responsibilities

• Provides direction to team members to ensure all expected transactions are disbursed daily, emails in queues are replied to timely, and be the first point of contact for funding escalations.
• Identifies team members who need training and works with team members and management team to complete training.
• Identifies SOPs that need updates/creation and works with team members and management team to complete them.
• Keeps team members up to date on best practices and continuing expectations.
• Provides quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
• Monitors workflow queues to ensure timely disbursements and follow up for post-closing accounting issues.
• Oversee the funding team to disburse closing proceeds in accordance with parties’ instructions and applicable law.
• Comply with documents: contracts, settlement statements, closing disclosures, mortgages, deeds and title policies.
• Remedy post-closing funding issues through contact with closing agents and other internal and external parties.
• Work collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners.
• Perform other duties as assigned by supervisor.

Experience and Education

• High school diploma or GED required; Baccalaureate degree preferred.
• Three (3) years’ experience in the closing and/or funding department with title or closing company preferred.
• Work under general supervision.
• Strong customer service skills required.
• National purchase and refinance experience preferable.
• Experience utilizing ResWare, or similar closing software preferred.
• Licensed in PA/MD is a plus!

Preferred Skills

• Strong attention to detail, excellent organizational skills, ability to high volume and the capacity to work under pressure and tight deadlines.
• Highly motivated, inquisitive, self-started with the ability to multi-task and effectively manage priorities to meet deadlines in a fast-paced environment.
• Strong attention to detail, excellent organizational skills, ability to high volume and the capacity to work under pressure and tight deadlines.

REASONING ABILITY

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.   

Physical Demands:

 While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. Operating office machinery such as a computer, phone, copier, printer, etc. is necessary in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the 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. 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.

Westcor offers some great perks:

• Health, dental, and vision benefits
• Employer-paid disability and life insurance
• Flexible spending accounts 
• 401K with company match 
• Paid time off and company-paid holidays
• Wellness resources

Note: This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.