Funding Specialist

Caribou Financial, Inc. is dedicated to providing financial freedom through innovative technology solutions for auto loan refinancing. The Funding Specialist will play a crucial role in ensuring a seamless customer experience by collaborating with various teams to create and send accurate loan documents, while achieving performance targets.

Responsibilities

• Review and validate initial loan application documents to ensure all customer and deal information is accurately entered into our platform for contract generation
• Synthesize lender-provided stipulations to ensure required documents are requested from customers & internal departments
• Verify deal specifics against lender guidelines and internal procedures (SOPs) to confirm eligibility and compliance for contract issuance
• Define, identify, and communicate any missing or discrepant information to customer-facing teams to facilitate the smooth collection of necessary stipulations
• Consistently achieve daily, weekly, and monthly performance targets established by leadership

Skills

• 1+ years of loan processing or funding experience, or a related financial operations role
• Exceptional attention to detail and accuracy, with a proven ability to meticulously review and validate complex documents
• Strong organizational and time management skills to achieve daily production goals
• Ability to work effectively from a quiet remote home office, ensuring the privacy and security of sensitive information
• Prepared to engage in and complete a 3-week onboarding experience, with mandatory attendance for 8-hour days, Monday through Friday, to set you up for success in the role
• Discipline, & see yourself as a hands-on, self-motivated person who takes ownership of assigned tasks, seeing them to completion
• Strong communication skills, essential for articulating stipulation requirements to customer-facing teams to positively impact the customer and lender experience
• Exceptional interpersonal skills and the ability to flourish in a team environment
• High computer literacy skills, and the capacity to quickly adapt to multiple software programs, including Google Workspace, Slack, & others, as well as leverage resources to answer questions

Benefits

• Equity options
• 401(k) retirement plan
• Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents
• Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance
• Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance
• Up to $1,000 per year for eligible professional development expenses
• Employee referral program

Company Overview

Company H1B Sponsorship