TwinFold Capital is seeking a Funding Coordinator to provide exceptional service and support in our operations division in our Downtown Los Angeles location.
Funding Coordinators assist with the documentation and funding of transactions.
Duties include preparing documentation, compiling and auditing funding packages, and clearing funding conditions.
Funding Coordinators are also in constant communication with sales account managers, clients, vendors, and capital sources to ensure efficient and timely funding of transactions.
Type of Work: Funding Coordinator
– Business to Business funding, small business loans
Location: Downtown LA
Benefits and Perks:
Benefits after 60 days of employment
Paying 95% of employer-sponsored health insurance plan = Anthem/Kaiser
Paying 100% of dental/vision/life plan (yes 100%)
Upward mobility and collaboration is our culture; you dictate how far you can go, and we are here to help
Weekly lunches for the office
Cool and vibrant work environment/office
Cutting Edge Technologies CRM, Phone System, Marketing Software, etc.
Music/TVs to embrace the fast pace environment
Kitchen stacked w/ coffee/Gatorade/snacks, etc.
Responsibilities:
• Review and complete loan documentation requests
• Work with sales account managers, clients, vendors, and institutional capital sources to satisfy funding stipulations
• Compile and review funding packages for accuracy and completeness
• Collect, organize, and distribute documentation to fund assigned transactions
• Maintain client information in client relationship management application
Responsible for the management of the funding contract pipeline for the company.
• Responsible for effectively managing the collection of all stipulations and required funding documents.
• Quality control and loan funding documentation prior to forwarding to commencement.
• Meet efficiency, productivity, and quality targets as set out by Upper Management.
• Manage and increase the effectiveness and efficiency with improvements to function as well as coordinate and communicate between support and business functions.
• Play a significant role in long-term planning, including an initiative geared toward operational excellence.
Requirements:
• Two years of experience funding loan transactions
• Strong critical thinking and analytical skills
• Ability to thrive under pressure in a fast-paced environment
• Strong oral and written communication skills
• Ability to work effectively in a team framework
• Strong attention to detail and time management skills
• Ability to comply with confidentiality guidelines
• Proficiency in Excel, Word, Outlook, Salesforce
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.
They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed