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Funding Coordinator

2 months ago

Irvine, United States Wintrust Financial Full time

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $50 billion in assets.

Why join us?

  • An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

  • 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 to name a few

  • Family-friendly work hours

  • With 175+ community bank locations, we offer opportunities to grow and develop in your career

  • Promote from within culture

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit

  • We offer multiple opportunities for development and upward mobility

Job Description 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. Conducts preliminary reviews and secondary reviews, as needed, analysis of approved loan structure and verification of the documents submitted and determine their compliance with Bank's requirements.

What You’ll Do

  • Reviews and analyzes credit write-ups, determine loan structure and checklist of documents required from borrower; review preliminary title reports and entity documents; process loan documents within the established time frame and conduct final document reviews prior to signature and funding to ensure accuracy and compliance with terms and conditions of loan approval.

  • Reviews and takes appropriate action for conditions, covenants and restrictions on approval and other collateral related documentation (UCC filing, etc.).

  • Ensures compliance with policies and procedures related to loan documents as detailed in Credit Policy manuals.

  • Coordinates with originators and borrowers regarding issues/problems related to documentation, closing, funding and recording of the loan.

  • Reviews and ensures compliance of pre-funding and post funding requirements. Review all executed documents to determine completeness and proper execution and that no revision/changes have been made on the lease documents.

  • Validates all funding requirements and obtain waivers for all exceptions.

  • Ensures funded files are booked accordingly and timely with Specialty Finance Group accounting.

  • Processes, solves and answers customer transactions, problems or inquiries.

  • Answers direct, telephonic or email questions from clients and staff and directs callers to proper Bank personnel when necessary.

Knowledge/Skills/Background/Experience

  • Two or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a background in Leasing, Administration or documentation and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.

  • Excellent customer service skills and the ability to interact with all levels of management and all customers.

  • Excellent oral and written communication skills.

  • Ability to handle multiple tasks and accept change willingly in a high volume environment.

  • Intermediate math skills; ability to calculate interest and percentages; balance accounts; add, subtract, multiply and divide, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent with a proficiency in MS Office suite

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Salary 60-70K

#LI-HYBRID

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.