funding analyst - Metairie, United States - Crescent Bank

Crescent Bank Metairie, United States

3 weeks ago

Description

Crescent Bank is looking for a talented professional to fill an open position as a Funding Analyst.

The primary function of this position is to review Retail Installment Sales Contracts and supporting documentation for completeness and compliance with state and federal laws.

This position provides clerical support through the loan origination process working directly with credit and sales teams, dealers, customers, as well as other external sources to validate the accuracy of income, employment, insurance, references and other terms of the loan approval.

Funding Analyst will be required to analyze all documents received to ensure all guidelines outlined in policies and procedures are met, as well as follow-up for missing and/or incomplete documentation with the dealer and/or customer.

Funding Analyst is responsible for the entire funding process, from receipt of the funding package until funded or returned to dealer.

Company Profile:
Crescent Bank is a privately owned, state chartered, FDIC insured commercial bank. We have been in business for over 25 years and are located in over 20 states.

While our primary business is providing auto loans to those who have a hard time securing a loan, we also provide a variety of personal and business banking services throughout Louisiana.

We strive for employee advancement and growth. We offer a wide variety of benefits. Unlike your average bankers, we actually have fun.

Paid Vacation, Personal, Holiday, Bereavement, and Jury Duty
Medical, Dental, and Vision Insurance
AD&D and Multiple Life Insurances
Long and Short Term Disability Insurance
Flexible Spending Accounts (Medical and Dependent)
Wellness Programs
401(k) with Company Match
Tuition Reimbursement
Free No Fee Savings and Checking Accounts

Essential Duties and Responsibilities:
Review Retail Installment Sales Contract and supporting documents for completeness and compliance with state and federal laws.

Complete due diligence on outstanding verifications in compliance with company policies, including but not limited to verification of employment, income, and insurance.

Use effective judgment to detect and avoid fraudulent activity on documentation.
Communicate, both verbally and written in a professional, concise and positive manner and tone.
Handle incoming customer service calls on a shared/rotating internal phone system.
Utilize time-management and multi-tasking skills to fund contracts as quickly as possible.

Ability to identify issues in a timely manner and work independently with less reliance on others to perform basic job duties.

Proactively manage time, balance daily workflow and demonstrate the ability to consistently follow up on pending pipeline.
Meet quality and productivity standards in accordance with Crescent Banks confidentiality policies and organizational values
Performs additional duties as needed within the department
Works effectively as part of a team atmosphere to perform duties and achieve daily operational goals

Position Requirements:

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

Proficient in the use of personal computers and applications including Microsoft Office and Outlook
Strong communication, organizational and time management skills % % %%finance%%

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