Erie Home · 12 hours ago
Loan Funding Specialist
Toledo, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expErie Home is dedicated to making homeownership easy and is recognized as a top workplace. The Loan Funding Specialist will manage loan files, ensuring compliance and efficiency while conducting credit analysis to facilitate lender approvals.
Building Material
Responsibilities
Process loan files submitted by sales or clients, ensuring all required documentation is included and accurate
Prepare and package loan files according to lender requirements, ensuring compliance with internal policies and regulatory standards
Review customer credit files, including reports, debt-to-income ratios, and income documentation, to identify potential approval paths
Verify accuracy and completeness of bank statements, income verification, and other supporting documents
Clear lender stipulations and conditions to move files toward Clear to Install status
Monitor lender guidelines and product offerings to optimize submissions
Identify missing or unclear information and communicate with clients or internal teams to resolve issues
Collaborate with lenders, underwriters, and internal teams to support potential approvals
Maintain accurate records and provide updates on loan file status to stakeholders
Qualification
Required
2+ years of experience in consumer lending, mortgage, or a related loan processing or credit analysis role
Strong attention to detail and organizational skills
Excellent written and verbal communication skills for client and internal interactions
Knowledge of lending documentation requirements, stipulation processes, and credit analysis principles
Ability to work independently, manage multiple files simultaneously, and prioritize effectively
Benefits
Industry-leading compensation package
Competitive medical, dental, and vision benefits after 60 days
Retirement savings plan with company match
Paid parental leave and generous paid time off programs
On-campus fitness programs and meal delivery services
Comprehensive health, wellbeing, financial wellness, and childcare benefits
Opportunities for growth and advancement
Employee assistance program with 24/7 legal, financial, and counseling support
Employee discount marketplace with thousands of savings options
Gym membership reimbursement
Employee resource groups, including VetConnect and the Women’s Committee
Company
Erie Home
Erie Home is one of the largest and fastest-growing home services providers in America, specializing in premium roofing and basement waterproofing systems.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Gridiron Capital
2021-08-03Private Equity
Leadership Team
Jenilee Common
Chief Executive Officer
Kevin Ward
Chief Financial Officer
Company data provided by crunchbase