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Mortgage Funding Specialist
2 months ago
Overview: The Funding Officer role is akin to that of a conventional Loan Officer within the mortgage sector, serving as the primary liaison for clients throughout their journey from initial inquiry to post-funding support. Funding Officers collaborate internally to devise potential transactions and guide them to fruition. They assess the value of a client's anticipated inheritance, formulate suitable contract terms, present their analyses to the internal Due Diligence team, and fulfill all prerequisites for funding as mandated by our underwriting committee.
Key Responsibilities:
- As part of an inside sales team, Funding Officers manage a designated segment of leads generated through centralized marketing initiatives.
- Funding Officers are tasked with maintaining a dynamic pipeline of prospective clients, actively pursuing leads and expediting the processing of potential clients.
- During initial consultations via phone with prospective clients, the Funding Officer will elucidate the advantages of our services and the unique benefits of collaborating with Inheritance Funding Company, Inc.
- Evaluate all assets, liabilities, and the current condition of the estate from which the client is set to inherit.
- Ascertain and confirm the anticipated inheritance value that the client will receive upon the estate's distribution.
- Gather essential legal documentation to substantiate findings, including online probate court records, wills, trusts, probate filings, and other pertinent documents.
- Design and communicate appropriate transaction terms to the client, encompassing pricing and timelines.
- Present all findings and transaction conditions to the Due Diligence team, ensuring compliance with all internal underwriting standards for funding.
- Upon receiving internal approval, prepare final contracts and guide the client through the contract signing process.
- Establish and maintain a system for following up with previous clients who may be eligible for future advances.
Qualifications:
- A minimum of 2 years of demonstrated sales and customer service experience.
- Experience in inheritance or probate matters is not required.
- Preferred background in the Lending and/or Financial Services sectors.
- As the primary contact for clients, strong language skills are essential, combining proper conversational grammar with a trustworthy, friendly, and supportive demeanor.
- Ability to read, analyze, and interpret standard financial statements, contracts, and legal documents.
- Proficient typing skills are necessary, with diligent real-time note-taking and database management required.
- Extensive experience and proficiency in Microsoft Word, Excel, and Outlook are essential.
The above description is not intended to be an exhaustive list of duties and standards for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
