Funding Team Lead

About the Job

Essential Responsibilities :

• Provides direction to team members to ensure all expected transactions are disbursed daily, emails in queues are replied to timely manner, and be the first point of contact for funding escalations.
• Identifies team members who need training and works with team members and the management team to complete training.
• Identifies SOPs that need updates / creation and works with team members and management team to complete them.
• Keeps team members up to date on best practices and continuing expectations.
• Provides quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
• Monitors workflow queues to ensure timely disbursements and follow up for post-closing accounting issues.
• Oversee the funding team to disburse closing proceeds in accordance with parties' instructions and applicable law.
• Comply with documents : contracts, settlement statements, closing disclosures, mortgages, deeds and title policies.
• Remedy post-closing funding issues through contact with closing agents and other internal and external parties.
• Work collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners.
• Perform other duties as assigned by supervisor.

Experience and Education :

Preferred Skills :

Reasoning Ability :

Physical Demands :

While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. Operating office machinery such as a computer, phone, copier, printer, etc. is necessary in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Westcor offers some great perks :

Note : This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.

AboutArdán, Inc., A Community of Companies

Ardán is a family of companies that make real estate closings faster, simpler, and safer through technology-driven, innovative solutions, sound underwriting, and exceptional customer service.At Ardán, we pride ourselves on being at the forefront of Insur-Tech. Our brands-Westcor, Grid151®, GridBase®, and X1 Analytics®-are dedicated to using technology to streamline and improve every step of the closing process.Westcor - Founded by title agents, Westcor is the number one independent title insurance underwriter in the nation. Westcor's technology-driven products and services and sound underwriting help agents and their customers close real estate transactions faster and with peace of mind.Website : wltic.comGrid151 - Powered by GridBase® technology, Grid151® delivers tech-enabled fulfillment services to the title insurance industry.Website : grid151.comX1 Analytics - Using its proprietary data analytics engine, X1 Analytics® equips the title insurance industry with decisions and data which enable faster real estate closings with reduced cost and operational friction.Website : x1analytics.comGridBase - sing their proprietary tech stack to create the universal API for lender and title collaboration, GridBase® delivers data middleware and tools that transform lender and title operations with highly optimized automations and integrations.Website : gridbase.io