We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Funding Manager is responsible for preparing and processing documentation for debt placement, vendor finance, and equity deals, while supporting lenders and internal partners. This role requires strong organizational skills, attention to detail, and the ability to manage multiple transactions and update records accurately, even in the manager’s absence. Excellent communication and customer service skills are essential, as well as proficiency in Microsoft Office and financial calculations. The Funding Manager will play a key role in ensuring efficient operations and successful project completion.
Essential Duties and Responsibilities include the following. Other duties may be assigned to meet business needs.
- Process and provide all documentation required for Lenders to complete Debt Placement
- Strong understanding of Non-recourse
- Ability to process UCC assignments for Lenders and Summit
- Track UCC filings and provide information to Lenders
- Ability to prepare Funding Documents, Sale Documents and provide to Accounting
- Process all documentation required for Vendor Finance Pools
- Provide excellent customer service to all internal and external partners
- Ability to update spreadsheets when manager is unavailable
- Ability to review and close Equity deals
- Ability to prioritize individual workload
- Complete special projects as required by the Management Team
Qualifications:
- 0-1 years of leasing, mortgage industry, or commercial loan experience
- Excellent organizational, verbal and written communication skills
- Detail oriented
- Strong Customer-service skills
- Team player who can also work independently
- The ability to handle multiple transactions simultaneously
- Good working knowledge of Microsoft Word, Excel, Outlook and Adobe PDF
- Understanding of financial calculations
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.