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As a Funding Specialist at Rocket Close, you will manage the client funding process end-to-end, ensuring accurate disbursements and resolving reconciliation issues. Your core responsibilities include securing funds from relevant parties to resolve shortages, maintaining strict compliance with money-handling protocols including annual training and state licensing requirements, and collaborating across business units to investigate and resolve financial discrepancies.
You will conduct independent research to identify root causes of shortages and overages, implementing effective solutions while adhering to time-sensitive Service Level Agreements and ALTA Best Practices. A key aspect of the role involves identifying and communicating trends related to lenders or processes to drive upstream improvements, as well as identifying potential fraud risks and following procedures to mitigate losses.
The ideal candidate brings at least 2 years of experience handling money in customer service or client-facing settings, with the ability to obtain and maintain state licenses where required. You should demonstrate strong pattern recognition skills, the ability to address discrepancies methodically, and excellent organizational abilities with meticulous attention to detail.
Preferred qualifications include knowledge of title, mortgage, and real estate industries, proficiency in ledger balancing, and demonstrated experience supporting accounting or banking operations. This role is part of Rocket Close, a leading national provider of title insurance, property valuations, and settlement services. The company emphasizes career growth, competitive compensation, and comprehensive benefits supporting employee well-being.
