Funding Operations Analyst

Watercress Financial Group LLCWest Des Moines, IA, US

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Job Description

Description : JOB SUMMARY

The Funding Operations Analyst is responsible for supporting the daily funding operations of the organization, ensuring the accurate and timely processing of financial transactions. This role involves monitoring funding requests, reconciling accounts, and coordinating with internal departments and external partners to facilitate smooth funding activities. A strong understanding of lending operations, exceptional attention to detail, and the ability to thrive in a technology-driven, high-volume setting are essential for success in this role. The analyst will also contribute to the continuous improvement of operational workflows and help ensure compliance with regulatory and investor requirements.

RESPONSIBILITIES

Process, review and execute the funding process for newly submitted requests
Demonstrate attention to detail in order to fund loans in a timely and efficient manner while working with dealers and / or customers to collect all necessary pre-funding requirement documentation
Fund and book transactions within required timeframes with accuracy
Ability to review documentation and identify errors
Communicate with internal and external business partners as needed to ensure accuracy of funding
Demonstrate the 3 Ps of customer service : Professionalism, Patience and have a “People-First” Attitude
Escalate more complex or difficult issues to their Team Leader
Demonstrate a willingness to work flexible schedules, weekends and holidays as necessary in order to meet business needs

QUALIFICATIONS

High school diploma or equivalent.

Associate or Bachelor’s degree in related or comparable field preferred. An equivalent combination of education and experience may be considered

Ability to work in a face-paced environment, while maintaining attention to detail

KNOWLEDGE AND SKILLS

Excellent customer service focus

Excellent verbal and written communication skills

Excellent interpersonal, negotiation, and conflict resolution skills

Ability to prioritize tasks

Ability to act with integrity, professionalism, and confidentiality

Strong communication skills- both written and verbal

Superior time management and organizational skills

Ability to work independently and within a team

Proficient with Microsoft Office Suite or related software

DETAILS

Onsite in West Des Moines, IA

Ideal hours would be 9-5 : 30 or 9 : 30 - 6 p.m. but flexible for the right candidate

Starting at $22 hourly + up to 7.5% monthly incentive pay after first 90 days

Requirements :

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Operation Analyst • West Des Moines, IA, US