Funding Coordinator I

1 week ago

Eugene, Oregon, United States Steel Lending Group Full time
Position Overview

Salary: $23.00 per hour

The Funding Coordinator I at Steel Lending Group plays a vital role in delivering exceptional customer service while managing daily funding and administrative responsibilities for our clientele and auto dealership partners.

Work Schedule: This position requires full-time, in-office presence during standard business hours, Monday through Friday from 8:30 AM to 5:00 PM.

Compensation: This is a non-exempt role with an hourly wage.

Reporting Structure: Reports directly to the Office Manager.

Backup Support: Office Manager or designated representative.

Work Environment: In-office setting.

Professional Expectations
  • Maintain a professional appearance and communication style, both verbally and in writing, to instill confidence in clients and reflect Steel Lending Group's professional image.
  • Exhibit a friendly and approachable demeanor, facilitating easy interactions with clients and partners.
  • Respond promptly to all inquiries via email, phone, text, and in-person, ensuring quick and concise communication.
  • Stay informed about all Steel Lending Group programs, guidelines, and pricing structures.
  • Provide assistance in customer service and dealer funding tasks as needed.
Clerical and Customer Service Duties
  • Manage incoming calls and provide outstanding service to customers and auto dealers, including:
    • Addressing customer inquiries regarding accounts.
    • Processing payments as requested by customers.
    • Directing calls to the appropriate Steel Lending Group personnel.
  • Handle incoming mail and update customer account information as necessary.
  • Ensure the office kitchen is maintained and report to the Office Manager regarding restocking needs.
  • Monitor and replenish supplies for copiers and fax machines.
  • Conduct inventory checks and report restocking needs to the Office Manager bi-monthly.
Loan Processing and Management

The Funding Coordinator I will assist with various tasks related to loan funding, including but not limited to:

  • Collecting necessary documentation from dealers or borrowers.
  • Managing title and insurance documentation.
  • Inputting new deals into the system.
  • Setting up files in servicing software, which includes:
    • Posting payments.
    • Processing payoffs.
    • Managing documentation.

While Steel Lending Group anticipates receiving loan inquiries directly from borrowers, the majority of our loans are referred by auto dealers in Oregon and Nevada. We aim to enhance our visibility in the automobile industry through digital strategies while recognizing the importance of personal relationships with dealers.

Assist with quarterly and annual reporting requirements related to investment platforms as mandated by state and federal regulations, as well as for the company’s accounting and legal advisors and fund partners.

All duties should prioritize the protection of the company, its officers, and its investors.

Marketing Responsibilities

The Funding Coordinator is expected to engage in marketing activities aimed at auto dealers, including:

  • Identifying and connecting with automobile dealers in Oregon that could benefit from Steel Lending Group's services.
  • Collaborating with the President and the Marketing Team to develop promotional materials and strategies to attract new business.
  • Creating and maintaining profiles and contact records for dealerships in Steel Lending Group's CRM system.
  • Participating in industry-related social, educational, networking, and marketing events.
Job Requirements

This job description outlines the general responsibilities of the position. It may evolve over time and is not intended to cover every task required of the role.

To ensure outstanding service to Steel Lending Group customers, additional tasks outside of this description may be necessary. This position may require extended periods of sitting and/or working on a computer.

Any job offer will be formalized through an offer letter from the company, which must be signed and returned to HR within three business days. Employment is contingent upon a successful background check and completion of the Employment Application.

A successful candidate must sign a non-disclosure and non-compete agreement with Steel Lending Group prior to employment.

Compensation & Benefits

Hourly wage of $23.00.

We foster a collaborative culture among our staff. Our competitive benefits package includes:

  • Competitive Pay
  • Paid Time Off
  • Paid Company Holidays
  • Medical, Dental, Vision & Long-Term Disability
  • SIMPLE IRA

Steel Lending Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all staff. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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