Planet Home Lending, LLC · 8 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
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
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
Our friendly culture supports your career success.
Funding
Current Stage
Late StageTotal Funding
$475M2024-12-13Debt Financing· $475M
Leadership Team
Recent News
2026-02-03
2025-12-24
2025-12-16
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