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Funding Specialist
Workway
- 🇺🇸 United States
- Remote
- 20 hours ago
- Health insurance
- Pension
20 hours ago
At our title company client, they don't just close deals—they open doors. Their team thrives in a fast-paced, purpose-driven environment where collaboration, communication, and care are at the heart of everything they do. Employees enjoy flexible schedules, paid time off, retirement plans, and a supportive culture that values growth and learning. Whether you're starting out or stepping up, our title client offers the benefits and sense of belonging to help you succeed.
TheFunding Specialist is responsible for the specific duties listed below.
Your specific duties will include:
- Post all incoming wires to the correct file in the production software, ensuring the posted amount matches the funds received in the bank account.
- Conduct pre-settlement file reviews to verify:
- File is in balance (amount coming in = amount going out).
- All requirements have a corresponding disbursement on settlement statement or there is a release in file for any lien not being paid.
- Make note of any obvious, missing company fees on Missing Fees Report and out of balance files – repetitive patterns should be brought to the attention of the COO and/or President.
- Verification prior to cutting checks at the branch:
- Review amounts on pending disbursements match executed settlement statement or CD (seller proceeds, payoffs, etc.).
- Any checks brought to closing are for the correct amount and deposited at bank.
- Make sure seller proceeds being wired to, or check made payable to, party on the settlement statement.
- Make sure file is in balance (money in = money out).
- Initiate and release (dual control) all outgoing wires.
- Monitor high risk disbursements to make sure they clear the bank in a timely manner (i.e. payoffs, taxes, hazard insurance, etc.).
- Coordinate with Processing for preparation of Invoices for Doc Prep, Title Only, etc. files and prepare the invoice.
- Report any overdue (30 days) unpaid invoices to COO and/or President.
- Run 1099 exception report, monthly, and send to EOs for them to resolve their files.
- Clear/Resolve exceptions raised by daily reconciliation.
- Review Monthly 3-way reconciliation for current escrow accounts.
- Reconcile dormant escrow accounts.
- Unclaimed property (escheat) filings, annually, per jurisdiction.
- File 1099s, annually.
- Annual OH Department of Insurance Review.
- Underwriter audits (November – February).
- Maintain Estate Escrow IBAs.
- Maintain approved closing agent status with Lenders and Third-Party verification companies.
- Positive pay uploads, activity downloads for non-BankUnited trust accounts. Â
Required qualifications for the position include:
- Strong communication skills.
- The ability to manage phone calls.
- Strong customer service skills.
- High school diploma or equivalent.
- 1 or more years experience as a Funding Specialist.
- Excellent computer skills. Experience with title/escrow software (Qualia a plus).
Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
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Funding Specialist · Workway