Essential Job Duties and Responsibilities:
- Calculate and balance every wire transaction with Title/Escrow; resolve shortages, overages and calculate any additional funds as needed
- Track wire transfers by obtaining Federal Reference Number; communicate with Warehouse lines staff and troubleshoot wire issues
- Monitor daily reports to ensure wire transactions were sent successfully; Interact with Finance Dept. to satisfy any missing or incomplete loans on Warehouse line report
- Clear Warehouse exceptions; validate and pay off Warehouse lines
- Record and save Purchase Advice in Encompass daily; monitor the Purchase Advice Inbox for incoming PA's
- Request notes to Warehouse Bank; update Encompass with tracking on notes. Shipping files and handling MER’s transfers when needed.
Required Skills, Knowledge and Abilities:
- 2+ years' Mortgage experience preferred
- 2+ years' experience in Accounting preferred
- Precise attention to detail
- Familiarity with AUS finding Lock Confirmation, Loan Approvals, Fees, Loan Programs and HUD's
- Proficiency with all MS Office applications (Word, Excel, Outlook, etc.)
- Professional demeanor and attire
- Proven success working in fast-paced, high-volume environments
- Excellent written and oral communication skills
- Willing to work early and late shifts when necessary
- High school diploma or equivalent required
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What We Do
GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money.
Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more.
We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.






