Overview
Funding Assistant Jobs in San Diego, USA at TEKsystems
Your role :
+ Receive all document requests and funding packages and enter pertinent related data into the system.
+ Review document packages; check edits, notify funders of any issues, and submit paperwork.
+ Create initial bank packages and hold them for safekeeping until corresponding funding package arrives.
+ Track funding packages to ensure they are returned within 48 hours, follow up accordingly.
+ Stack and scan funding packages for Funders to review.
+ Review funding packages; verify MERS.
+ Complete bank packages and distribute them to Funders.
+ Send completed and funded bank packages to Finance.
The job entails logging in all types of mail on designated spreadsheets, copying, scanning, uploading scanned documents into correct scanned loan files, creating collateral packages, delivering packages to Note department. The person would need to have attention to detail, working knowledge of Word and Excel and ability to work with team members inside and outside of the department.
+ Review applicable suspense and insuring issues and follows up accordingly.
+ Notify Branch Operations Manager if issues are not resolved on time.
+ Perform other duties as assigned.
Description
+ High school diploma or equivalent required along with a minimum of one-year total experience in Mortgage lending related role(s) preferred.
+ Some knowledge of mortgage lending policies, procedures, and regulations is helpful.
+ Ability to manage multiple priorities in a deadline-driven environment; strong detail orientation and highly organized.
+ Strong verbal and written communication skills.
+ Works with a strong sense of urgency and responsiveness.
+ Passionate about delivering excellence in customer service.
+ Demonstrated patience and professionalism when interacting with both internal and external customers.
+ Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
+ Ethical, with a commitment to company values.
Skills
microsoft word, microsoft excel, copying, scanning, document processing, loan files, delivering packages, cross functional teams
Additional
Skills & Qualifications
The Funding Assistant plays an important role in the organization by performing a number of activities related to the company’s Correspondent branch operations functions. The role is primarily responsible, under direct supervision, for assisting the Funder(s) in day-to-day operations related to closings.
Experience Level
Entry Level
Job Type & Location
This is a Contract position based out of San Diego, California.
Pay and Benefits
The pay range for this position is $25.00 – $25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: – Medical, dental & vision – Critical Illness, Accident, and Hospital – 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available – Life Insurance (Voluntary Life & AD&D for the employee and dependents) – Short and long-term disability – Health Spending Account (HSA) – Transportation benefits – Employee Assistance Program – Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in San Diego,California.
Final date to receive applications
This position is anticipated to close on Jun 1, 2026.
About TEKsystems
We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.
That’s the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.
We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities.…
Title: Funding Assistant
Company: TEKsystems
Location: San Diego, USA
Category:
