Funding Specialist
Caribou Financial, Inc. is dedicated to providing financial freedom through innovative technology solutions for auto loan refinancing. The Funding Specialist will play a crucial role in ensuring a seamless customer experience by collaborating with various teams to create and send accurate loan documents, while achieving performance targets.
Responsibilities
- Review and validate initial loan application documents to ensure all customer and deal information is accurately entered into our platform for contract generation
- Synthesize lender-provided stipulations to ensure required documents are requested from customers & internal departments
- Verify deal specifics against lender guidelines and internal procedures (SOPs) to confirm eligibility and compliance for contract issuance
- Define, identify, and communicate any missing or discrepant information to customer-facing teams to facilitate the smooth collection of necessary stipulations
- Consistently achieve daily, weekly, and monthly performance targets established by leadership
Skills
- 1+ years of loan processing or funding experience, or a related financial operations role
- Exceptional attention to detail and accuracy, with a proven ability to meticulously review and validate complex documents
- Strong organizational and time management skills to achieve daily production goals
- Ability to work effectively from a quiet remote home office, ensuring the privacy and security of sensitive information
- Prepared to engage in and complete a 3-week onboarding experience, with mandatory attendance for 8-hour days, Monday through Friday, to set you up for success in the role
- Discipline, & see yourself as a hands-on, self-motivated person who takes ownership of assigned tasks, seeing them to completion
- Strong communication skills, essential for articulating stipulation requirements to customer-facing teams to positively impact the customer and lender experience
- Exceptional interpersonal skills and the ability to flourish in a team environment
- High computer literacy skills, and the capacity to quickly adapt to multiple software programs, including Google Workspace, Slack, & others, as well as leverage resources to answer questions
Benefits
- Equity options
- 401(k) retirement plan
- Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents
- Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance
- Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance
- Up to $1,000 per year for eligible professional development expenses
- Employee referral program
Company Overview
Company H1B Sponsorship