Guardian Asset Management (GAM) · 8 hours ago
AVENUE 365- Funding Specialist
Langhorne, PA
Full-time
Onsite
New Grad, Entry LevelGuardian Asset Management (GAM) is seeking a Funding Specialist to join their Operations department. The Funding Specialist is responsible for ensuring loans are funded properly by preparing files, checking documents for accuracy, and facilitating timely monetary transfers.
AdviceCommercial Real EstateConsultingProperty ManagementReal Estate
Responsibilities
Prepare File for Funding
Check all title requirements and recordable documents for validity and insurability
Release and/or set up wires for disbursement and printing checks
Work with vendors/attorneys/partners to facilitate the funding of loans on time
Report any discrepancies, issues, shortages, or funding errors immediately
Follow up and remediation on daily deposits, delayed fundings, escalations, funding issues, funding exceptions, stale checks, file balances
Review exception reports to communicate delays and issues to customers
Work on final funding process: overnight checks, booking or posting wires and deposits, wire confirmations, prepare FFD paperwork
RDC Deposits and Positive Pay
Mail out payments, scan documents, follow up on tax payments, handle remittance corrections
Maintain compliance on wire and check policies
Assist with file balances and stale checks
Help with post-closing, recording and policy as necessary
Maintain correspondence with clients and borrowers for corrections/trailing documents if needed
Other duties as assigned
Qualification
Required
Responsible for file preparations and communications with third parties to ensure a loan is funded properly
Reviews all documents to ensure accuracy and facilitates timely monetary transfers
Prepare File for Funding
Check all title requirements and recordable documents for validity and insurability
Release and/or set up wires for disbursement and printing checks
Work with vendors/attorneys/partners to facilitate the funding of loans on time
Report any discrepancies, issues, shortages, or funding errors immediately
Follow up and remediation on daily deposits, delayed fundings, escalations, funding issues, funding exceptions, stale checks, file balances
Review exception reports to communicate delays and issues to customers
Work on final funding process: overnight checks, booking or posting wires and deposits, wire confirmations, prepare FFD paperwork
RDC Deposits and Positive Pay
Mail out payments, scan documents, follow up on tax payments, handle remittance corrections
Maintain compliance on wire and check policies
Assist with file balances and stale checks
Help with post-closing, recording and policy as necessary
Maintain correspondence with clients and borrowers for corrections/trailing documents if needed
Company
Guardian Asset Management (GAM)
Founded in 2007, Guardian Asset Management has successfully managed and protected valuable assets for the US Department of Housing and Urban Development, federal, state, local government agencies, mortgage servicers and private mortgage banks throughout the country.
Founded in 2007
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jerry Robbins
Chief Financial Officer
Company data provided by crunchbase