Funding Coordinator

Wintrust Asset Finance

Irvine, CA, United States
$65,000 - $75,000; bonus eligible; comprehensive b...
Onsite
Review and analysis of credit memorandum
Administration of loan and lease documents
Compliance with bank policies and procedures
The Funding Coordinator is responsible for the review and analysis of approved credit memorandum for all lending products fulfilled by the specialty finance group, including, interpretation of terms, conditions, covenants and restrictions on approval, administration of lease and loan documents, closing and funding of assigned obligations

Job Summary

  • The Funding Coordinator is responsible for the review and analysis of approved credit memorandum for all lending products fulfilled by the specialty finance group, including, interpretation of terms, conditions, covenants and restrictions on approval, administration of lease and loan documents, closing and funding of assigned obligations.
  • Ensures compliance with established Bank policies and procedures and demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws.
  • Competitive pay and discretionary or incentive bonus eligible; comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement.

Matching Summary

The Funding Coordinator is responsible for the review and analysis of approved credit memorandum for all lending products fulfilled by the specialty finance group, including, interpretation of terms, conditions, covenants and restrictions on approval, administration of lease and loan documents, closing and funding of assigned obligations.

Salary

$65,000 - $75,000; Bonus eligible; Comprehensive benefit package

Skills & Requirements

Must-have

  • Review and analysis of credit memorandum
  • Administration of loan and lease documents
  • Compliance with Bank policies and procedures
  • Review and analysis of loan structure
  • Verification of submitted documents
  • Processing loan documents within time frame

Nice-to-have

  • Award-winning culture
  • Entrepreneurial spirit
  • Opportunities for development
  • Upward mobility
  • Family-friendly work hours

Key Requirements

  • Two or more years of related experience
  • Background in Administration and documentation
  • Supervisory skills
  • Financial industry related curriculum
  • Excellent customer service skills
  • Ability to work independently and under pressure
  • Excellent oral and written communication skills
  • Ability to handle multiple tasks
  • Proficient in MS Office suite
  • Intermediate math skills

Work Rights

Not specified

Tailored Resume

Cover Letter