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Funding Administrator

Company: Insight Investments Corporate Office - Costa Mesa,
Location: Costa Mesa
Posted on: November 21, 2022

Job Description:

Prepare internal spreadsheets outlining specifics of any transaction that is to be discountedAudit internal files, including but not limited to documentation, evidence of payment, proof of ownership, etc., Verify and compare all pertinent lease information in company software programPrepare necessary UCC filings to meet legal and Article 9 requirementsResponsible for creating all closing documentation on schedules to be funded with bank partners. Organize and prepare funding packages in accordance with lender requirementsPost close, track and follow up on all outstanding items such as waivers, additional documentation, state filed backup, etc. Perform all post close action items in Insight applications softwareReview and audit all paper to be placed on warehouse lineResponsible for entering of data into warehouse line borrowing base and ensure all requirements are upheld and metAct as the main interface with bank line institutionHave a basic understanding of Insight Investments system applications, contractual terms and conditionsUpdate internal logs regularlyAct as the enforcer of insurance requirements and record keeper of all evidence of insurance certificatesCreate weekly reports for upper and executive managementMiscellaneous duties to include; filing, promptly returning phone calls and emails, scanning, trouble shooting1-2 years equipment leasing experience Strong proficiency with MS Word, MS ExcelKnowledge of Lease Wave, SSRS /Reports, CSC UCC Filing software; and T-Value (Amortization Software)Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service to our lenders and maintain cooperative working relationshipsStrong organizational and time management skills with the ability to multi-task and work autonomously or with a teamStrong attention to detailAbility to communicate effectively on a one-on-one basis or in group settingAbility to exercise strict confidentialityMust be comfortable multi-tasking in a fast paced environment, with the ability to manage and meet firm deadlines

Keywords: Insight Investments Corporate Office - Costa Mesa,, Costa Mesa , Funding Administrator, Other , Costa Mesa, California

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