Integral to the booking/boarding process. The goal of this position is to fund new loans successfully, efficiently, and accurately book the new loan into the Underwriting system.

• Review incoming documentation for accuracy.
• Prepare funding package for new loans and ensuring automated data quality checks are in place.
• Satisfaction of lien requests/processing and insurance policies.
• Pull/schedule payments in accordance with the agreement when necessary, such as doc fees and other payments that may apply.
• Communicate with sales representatives and lending partners on all deals.
• Book/board new loans into appropriate systems.
• Deactivate loans sold to our Business Partners.
• File documentation or send it to appropriate locations via FedEx.
• Verbally confirm loan information with customers.
• Prepare/request contract documentation.
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• Analyze and interpret complex financial data and produce relevant insights and reports.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks concurrently.
• Ethical behavior and ability to maintain confidentiality.
• Excellent verbal and written communication skills, with the ability to present financial information to key partners.
• Proficiency in Salesforce CRM platforms and software
• Ability to work independently and in a team environment.
• Aptitude to quickly master new software applications and systems used within the organization.
• Self-motivated, with the ability to take initiative and work autonomously.
• Demonstrates enthusiasm and eagerness to learn.
• Experience working in financial analysis or related role a plus!
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• 401k
• Salary
• Health Benefits
• Vacation/Sick Time
• Access to Event Tickets to UBS Arena (Islanders & concerts)