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Post Closing Manager

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FidusFi

2021-12-03 08:58:17

Job location Orlando, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Title: Post-Closing Manager

Updated: 10/12/2021

Department / Location: Post Closing / Orlando, FL

Direct Supervisor: Chirashree Shukla

Position Type: Full Time


Job Summary:

FidusFi is seeking to hire a Post-Closing/Servicing Specialist. Duties include, but are not limited to: calls and emails to existing clients, 3rd-party servicers, title companies, etc, maintaining all filing, assisting with in-house servicing, administration of all post-closing efforts. This position will be under direct supervision of the Operations Manager and Controller.


Essential Functions and Responsibilities: Include the following but not limited to the following (other duties may be assigned):

  • Recording daily financial transactions
  • Reconciling accounts and balancing ledgers in an accurate, complete, and up-to-date manner
  • Full responsibility for maintaining filing and records (physical & digital)
  • Corresponding with clients, vendors, and investors to maintain files and ensuring timely and independent loan file auditing when files are received in the Post Closing Department
  • Funding construction draws and new closings
  • Facilitating institutional loan sales and pledges
  • Maintaining servicing notifications & corresponding with 3rd-party servicing companies
  • Hosting regular servicing meetings and maintaining agendas
  • A/R for loans serviced in-house and externally including collections on delinquent accounts
  • Interdepartmental cross-training
  • Verifying A/P across departments at FidusFi
  • Assist the Operations Manager and Controller with any additional assigned duties
  • Occasionally representing FidusFi at industry events


Minimum Requirements:

  • Ability to balance a hands-on approach to driving results
  • Exceptional interpersonal and relationship building skills
  • Background in administration, collections, and/or accounts payable preferred
  • Must be highly proficient in Excel and use of technology including: CRMs, Loan Origination Systems, telephones, scanner/copier machines, etc. Familiarity with Google Workspace (formerly g-suite) a plus
  • Personal characteristics of resourcefulness, self-starter, disciplined, organized, persevering, adaptable and able to deal effectively with people in a variety of relationships and situations
  • Cheerful and positive attitude


Working Conditions:

  • Typical office environment with remote work allowed


This job description represents the basic qualifications for the position. It is not designed to cover or contain a comprehensive listing of all activities and duties. You will be evaluated, in part, based upon your performance of the tasks listed in this job description. Job descriptions may be revised at any time, at the sole discretions of Management based on Company needs.

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