Caribou Financial, Inc. · 1 month ago
Funding Specialist
Phoenix, AZ
Full-time
Hybrid
Entry Level
$25/hr - $25/hr
1+ years expCaribou 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.
LendingFinanceFinTechAutomotiveInformation TechnologyFinancial Services
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
Qualification
Required
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
Caribou Financial, Inc.
At Caribou, we believe that taking control of your car payment should be a simple, transparent process.
201-500 employees
H1B Sponsorship
Caribou Financial, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$189.1MKey Investors
Goldman SachsModerne VenturesAccomplice,Link Ventures
2022-05-19Series C· $115M
2021-05-28Series B· $50M
2021-01-22Series A· $10M
Leadership Team
Simon Goodall
CEO
Chris Winkler
SVP, Revenue and Operations
Recent News
2025-12-10
Company data provided by crunchbase