Funding Specialist - Indirect Lending
Job Description
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope
This position is responsible for supporting the loan processing function within Indirect Lending. Will have a high level of internal and external customer contact to support the lending activities.
Essential Job Functions
- Manages individual queue with loan pipeline for processing.
- Reviews packages for errors and missing documentation and request from Brokers and Dealers in a timely manner.
- Analyzes customer signed loan documentation to ensure satisfaction of company. guidelines (e.g., appropriate legal descriptions, signatures, and dates).
- Obtains any missing information to complete required file documentation.
- Meets processing time frames, as provided.
- Communicates any necessary exceptions/incomplete files to credit department for review.
- Maintains data integrity within front end origination systems; TCI/Decision Lender, Dealer Track and Route One.
- Scanning and processing daily funding packages received.
- Maintains good punctuality and attendance to work.
- Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities
- Ability to communicate effectively both verbally and in writing.
- Ability to adapt to and understand the daily operations of the Funding group.
- Demonstrated effectiveness in working well within a fast-paced, dynamic environment with a high sense of urgency.
- Excellent time-management skills to manage a large volume of tasks while providing excellent internal and external customer service.
- Ability to learn new software.
- Ability to maintain a high level of integrity.
- Ability to demonstrate initiative to accomplish work objectives.
- Ability to work effectively and demonstrate flexibility in a continually changing environment.
- Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.
- Ability to work without close supervision.
- Ability to maintain confidentiality.
- Ability to work effectively in a team environment.
- Ability to maintain attention to detail.
- Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Basic Qualifications
High School diploma or equivalent
Prior loan processing, auto funding experience, preferred
Job Expectations
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
High School diploma or equivalent
Prior loan processing, auto funding experience, preferred
- Ability to communicate effectively both verbally and in writing.
- Ability to adapt to and understand the daily operations of the Funding group.
- Demonstrated effectiveness in working well within a fast-paced, dynamic environment with a high sense of urgency.
- Excellent time-management skills to manage a large volume of tasks while providing excellent internal and external customer service.
- Ability to learn new software.
- Ability to maintain a high level of integrity.
- Ability to demonstrate initiative to accomplish work objectives.
- Ability to work effectively and demonstrate flexibility in a continually changing environment.
- Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.
- Ability to work without close supervision.
- Ability to maintain confidentiality.
- Ability to work effectively in a team environment.
- Ability to maintain attention to detail.
- Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.