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Funding Associate jobs in United States
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Planet Home Lending, LLC · 13 hours ago

Funding Associate

Planet Home Lending, LLC is a recognized Top Mortgage Employer seeking a Funding Associate to support their treasury team. This role involves performing funding and banking operations, placing funding requests, monitoring loan status, and reconciling debt balances while collaborating with internal and external teams.
BankingFinanceFinancial Services
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Comp. & Benefits

Responsibilities

Receives daily loan funding requests from branch closing department, reviews package, and requests funds from warehouse banks. Reports loan sales for settlement at warehouse banks
Monitors daily warehouse bank reports, including collateral status, and maintains internal debt schedules and reconciliations
Performs miscellaneous corporate finance and commercial loan functions
Performs other duties and participates in special projects due to growing business as assigned

Qualification

Excel proficiencyFinance knowledgeOrganizational skillsAttention to detailMultitaskingEncompassCommunication skillsTeamwork

Required

Associates or Bachelors' degree preferred
Minimum of two years' experience in finance role or in operations in the mortgage industry, title company, etc
Basic excel proficiency is critical (i.e. pivot tables, VLOOKUP's, keyboard shortcuts, and multiple workbook entries)
Ability to multitask and prioritize tasks appropriately
Capable of communicating effectively with various internal and external operations team members in multiple locations
Rudimentary finance or mortgage knowledge
Precision is a must! Attention to detail, including within loan funding packages and third-party reports
Displays strong organizational skills with the ability to consistently meet deadlines
Works well in a fast-paced environment
The ability to work independently but also within a team environment seamlessly

Preferred

Familiarity with Encompass a plus

Benefits

3 comprehensive Cigna or Kaiser medical plans
Dental
Vision insurance
Short term and long-term disability insurance
Basic life insurance
401(k)
11 employer paid holidays
Supplemental benefits to include life insurance, critical illness and accident plans

Company

Planet Home Lending, LLC

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Funding

Current Stage
Late Stage
Total Funding
$475M
2024-12-13Debt Financing· $475M

Leadership Team

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Bill Shuler
Executive Vice President and Chief Information Officer
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Ben Hughes
EVP, Chief Human Resources Officer
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Company data provided by crunchbase