Lender Relations Specialist

Posted 6 Hours Ago
Be an Early Applicant
Orlando, FL, USA
In-Office
27K-30K Hourly
Mid level
Fintech • Financial Services
The Role
Reviews and verifies loan documentation against lender guidelines, coordinates with sales teams and customers to resolve missing information, communicates with external lenders, uses lender portals to confirm file accuracy, facilitates credit approvals, clears credit stipulations, and supports funding goals. The role also maintains confidential records, builds lender relationships, and contributes to process improvements in a fast-paced office environment.
Summary Generated by Built In

Lender Relations Specialist

  • Onsite Full Time, Monday-Friday, 5-days per week/8-hours per day.
  • Non-Exempt/Hourly Pay Range: $26.92-29.80/hour ($56,000-62,000 annualized). Position eligible for additional incentives including bonus, 401(k) match, health and welfare benefits, amazing culture, growth opportunity and more!!
  • Location: Our beautiful Maitland, FL offices.

General Summary:

Working directly with the sales team, sales management and external lenders, this role ensures that all documentation, communication and files are complete in service to fast and accurate funding. This role will be responsible for developing good working relationships both internally and externally and work to continuously improve customer journeys.

Major Responsibilities:

  • Performs review of all incoming documentation including auditing and verifying documents for accuracy using external lender guidelines.
  • Works directly with the sales team and sales management to collect the necessary missing information to fund.
  • Communicate with customers to help sales team and sales management
  • Maintains constant email and verbal communication with external lenders.
  • Utilizes external lender portals and other resources to verify file accuracy through the customer journey.
  • Facilitate credit approvals and understand how to clear credit stipulations and gather the proper supporting documentation.
  • Working with assigned sales manager on monthly goals, funded volume requirements and lender credit/funding updates.
  • Other duties as assigned

Knowledge, Skills and Abilities Required:

  • 4+ years of experience in an office and customer service environment.
  • Possesses the ability to understand the structure of a working capital business loan.
  • Professional demeanor and the ability to thrive in a fast-paced environment.
  • Strong, effective verbal and written communications skills.
  • Must be able to work independently and/or with a team.
  • Maintains strict confidentiality and exercises solid judgment to complete assigned tasks.
  • Strong organizational skills.
  • Proficient with Microsoft Office software applications and Outlook for email. Strong internet skills.
  • Willingness and desire to seek continuing education and self-improvement.
  • Demonstrates traits consistent with the company core values (Commit, Results, Collaborate and Change).

Why National Funding?

  • National Funding is a rare blend of a fast growing and profitable company that truly offers work life balance and unlimited opportunities for personal and professional growth
  • Positive, energetic, passionate, business casual environment with a manager who is committed to your success
  • Numerous employee events throughout the year, including our annual traditions such as Bring Your Child to Work Day, Holiday Party, sporting events and more!!

National Funding is an equal opportunity employer.

Skills Required

  • 4+ years of experience in an office and customer service environment
  • Ability to understand the structure of a working capital business loan
  • Professional demeanor and ability to thrive in a fast-paced environment
  • Strong verbal and written communication skills
  • Ability to work independently and with a team
  • Strict confidentiality and sound judgment
  • Strong organizational skills
  • Proficiency with Microsoft Office and Outlook
  • Strong internet skills
  • Willingness to pursue continuing education and self-improvement
  • Ability to demonstrate company core values: Commit, Results, Collaborate, and Change
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The Company
HQ: San Diego, CA
150 Employees
Year Founded: 1999

What We Do

National Funding serves the small business community. Since 1999, we have provided more than $3 billion in funding to over 50,000 customers to support their working capital and equipment financing needs. We are one of the country's largest private providers of small business loans, having funded more than $3 billion to help small businesses grow. Our personal approach helps strengthen small business owners and we pride ourselves on being a resource they can trust. We are believers in small business owners.

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