Funding Associate

2 weeks ago

Irving, TX, United States Planet Home Lending Full time

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet-recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The Funding Associate performs various funding and banking operations in support of the treasury team at Planet Home Lending, LLC. The funding associate is responsible for placing funding requests received from all business channels with warehouse banks, monitoring daily reports from warehouse banks to track loan status, and reconciling related debt balances on a daily and monthly basis. Maintain internal rec of daily fundings and reconcile against the warehouse bank records. This individual will interface with personnel in other offices regarding loan documents and closing status and with external banking operations teams. In addition, there will be opportunities for special projects within the Finance and Treasury departments, including but not limited to Planet's commercial loan channel.

Essential Duties and Responsibilities

  • Receives daily loan funding requests from branch closing department, reviews package, and requests funds from warehouse banks. Reports loan sales for settlement at warehouse banks.
  • Monitors daily warehouse bank reports, including collateral status, and maintains internal debt schedules and reconciliations
  • Performs miscellaneous corporate finance and commercial loan functions
  • Performs other duties and participates in special projects due to growing business as assigned.
Position Requirements

Education
  • Associates or Bachelors' degree preferred
Experience
  • Minimum of two years' experience in finance role or in operations in the mortgage industry, title company, etc.
Functional/Technical Skills
  • Basic excel proficiency is critical (i.e. pivot tables, VLOOKUP's, keyboard shortcuts, and multiple workbook entries)
  • Ability to multitask and prioritize tasks appropriately
  • Capable of communicating effectively with various internal and external operations team members in multiple locations
  • Rudimentary finance or mortgage knowledge
  • Precision is a must Attention to detail, including within loan funding packages and third-party reports
  • Displays strong organizational skills with the ability to consistently meet deadlines
  • Works well in a fast-paced environment
  • The ability to work independently but also within a team environment seamlessly
  • Familiarity with Encompass a plus

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email HR-Recruiting@planethomelending.com.

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