Funding Coordinator I

2 months 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 crucial role in delivering exceptional customer service while managing daily funding and administrative responsibilities for both clients and auto dealerships.

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

Employment Type: Non-Exempt position, compensated on an hourly basis.

Reporting Structure: Reports directly to the Office Manager.

Backup Support: Office Manager or designated representative.

Work Environment: In-Office

Professional Expectations
  • Maintain a professional appearance and communication style, both verbally and in writing, to foster confidence and reflect Steel Lending Group's esteemed reputation.
  • Exhibit a friendly and approachable demeanor, facilitating easy interactions with clients and colleagues.
  • Promptly respond to all inquiries via email, text, phone, in-person, and online, ensuring a swift and clear communication process.
  • Stay informed about all Steel Lending Group programs, guidelines, and pricing structures.
  • Provide assistance in customer service and dealer funding tasks as required.
Clerical and Customer Service Duties

Handle incoming calls effectively:

  • Deliver outstanding customer service to clients and auto dealers, including:
    • Addressing customer inquiries regarding accounts.
    • Processing payments as requested by customers.
    • Directing calls to the appropriate Steel Lending Group personnel.
  • Manage incoming mail and update customer account information as necessary.
  • Ensure the office kitchen is maintained and report to the Office Manager on items needing restocking.
  • Replenish paper supplies in copiers and fax machines.
  • Conduct inventory checks and report to the Office Manager on supplies requiring restocking, twice monthly.
Loan Processing and Funding Responsibilities

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

  • Collecting any outstanding documentation from dealers or borrowers.
  • Managing title and insurance documentation.
  • Entering new deals into the system and maintaining accurate records.
  • 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 loans are referred from auto dealers in Oregon and Nevada. The company is committed to enhancing its visibility in the automobile industry through digital strategies while recognizing the importance of personal relationships with dealers.

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

Perform all duties with a focus on safeguarding the interests of the company, its executives, and its investors.

Marketing Responsibilities

The following activities are expected from the Funding Coordinator in promoting auto dealers:

  • Identify and engage with automobile dealers in Oregon who could benefit from Steel Lending Group's services.
  • Collaborate with the President and the Marketing Team to develop promotional materials, strategies, and events aimed at attracting new business.
  • Maintain an individual profile and contact record in Steel Lending Group's CRM for dealerships targeted for marketing efforts.
  • Participate in industry-related social, educational, networking, and marketing events.
Position Requirements

This job description outlines the primary responsibilities of the position. It may be subject to change and is not intended to encompass every task associated with the role.

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

Any job offer will be communicated through an official offer letter from the company, which must be signed and returned to HR within a specified timeframe. 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 commencing employment.

Compensation & Benefits

Hourly rate 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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