139 Funding jobs in the United States

Job Description

Job Description

Description

The Mannik & Smith Group, Inc. (MSG) is a people focused, award-winning, full-service consulting firm that offers a wide array of services including civil and geotechnical engineering, environmental consulting, planning, landscape architecture, agriculture, surveying and construction support. Our talented staff of more than 450+ professionals deliver integrated planning, design, engineering and construction solutions to our clients from our offices throughout Ohio, Indiana, Michigan, West Virginia and Alabama.

We are seeking a highly organized and detail-oriented Funding/Grant Coordinator to join our engineering firm in Michigan. The successful candidate will be responsible for researching, coordinating, and managing funding opportunities from various sources, including transportation (state and federal funds), infrastructure, and development projects. Coordination through the Michigan Department of Environment, Great Lakes, and Energy (EGLE), Michigan Department of Transportation (MDOT), Michigan Department of Natural Resources (MDNR), Regional Metropolitan Planning Organizations (MPOs), and other relevant funding sources will be required. The Funding/Grant Coordinator will play a crucial role in securing project funding for public and private clients including local and state agencies and driving growth and success of our firm.

Key Responsibilities

1. Research and Identify Michigan Funding Opportunities:

• Conduct in-depth research to identify relevant funding opportunities from EGLE, MDOT, MDNR, and other state and federal agencies, as well as private foundations and other sources.

2. Stay up to date with the latest funding trends, application deadlines, and eligibility criteria.
3. Grant Proposal Preparation:

• Develop and write comprehensive grant proposals in collaboration with internal teams, ensuring alignment with the firm's capabilities and project goals.

4. Monitor the progress of grant applications and provide feedback to Market Leaders, Service Coordinators, Group Managers, Project Managers, and Principals of how to continuously improve these strategies.

5. Develop and maintain relationships with local, state, and federal agencies involved in providing funding for municipal projects.

6. Work with sister companies to pursue other various funding expertise to benefit our clients

Skills, Knowledge and Expertise

1. Thorough knowledge of private, federal, state, regional and local grant and funding processes and opportunities

2. Thorough knowledge of quality management and process improvement principles

3. Strong skills in Project Management and making effective written oral presentations

4. Skill in analyzing opportunities and developing proposals

5. Strong ability to manage statistical methods and research techniques applicable to the measurement of effective grant / program evaluation

6. Strong ability to manage multiple tasks, meet deadlines and organize information

7. Bachelor's Degree in engineering, public administration, political science, or related field of study

8. 5 – 10 Years of work experience in grant writing, planning, infrastructure, government or public and/or private development funding procurement with local, state or federal government agencies

Pay & Benefits

Pay: Based on experience!

• 401(k) w/ company match
• Health insurance w/ HSA option, Vision, Dental, Life
• Flexible schedule
• Paid time off
• Referral program
• Tuition reimbursement
• Catalytic Coaching - Employees draft a development plan aimed at improving contributions in their current job and increasing the potential for other opportunities. MSG is all about bringing out the best in people at work!

It is the policy of our company to follow equal employment opportunity procedures in compliance with federal, state and local criteria. We will provide all applicants for employment, and all employees, with equal opportunity without regard to race, color, religion, national origin, age, sex, height, weight, marital status, arrest record, disability, pregnancy, sexual orientation, gender identity or expression, genetic information, military or veteran status, and/or any other protected classes covered by any local, state and federal laws.

Job Description

Job Description

Description:

About Us

At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.

As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully-configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.

But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.

So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.

About this Role

The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed. In this role, you’ll deliver a full range of financial solutions—including Working Capital, Term Loans, Lines of Credit, ERTC Loans, and government-backed products like SBA 7(a) Loans.

This position requires a strong mix of customer service, consultative sales, and relationship management skills. You’ll identify and develop new opportunities, guide clients through available funding options, and serve as a trusted advisor throughout the financing process. By collaborating with colleagues across underwriting, credit, and legal, you’ll ensure a seamless client experience while contributing directly to the growth and profitability of the business.

The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed. In this role, you’ll deliver a full range of financial solutions—including Working Capital, Term Loans, Lines of Credit, ERTC Loans, and government-backed products like SBA 7(a) Loans.

This position requires a strong mix of customer service, consultative sales, and relationship management skills. You’ll identify and develop new opportunities, guide clients through available funding options, and serve as a trusted advisor throughout the financing process. By collaborating with colleagues across underwriting, credit, and legal, you’ll ensure a seamless client experience while contributing directly to the growth and profitability of the business.

Responsibilities

• Prospect and Generate Leads: Utilize various channels, such as cold calling, networking, referrals, and digital marketing, to identify and engage potential partners who can benefit from our lending services.
• Consultative Selling : Understand the unique financial needs of prospective clients and provide tailored MCA lending solutions that align with their business goals and requirements. including but not limited to: Working capital, Term-loan, Line of Credit, ERTC Loan along with government lending such as SBA 7a Loan.
• Relationship Building : Establish and nurture long-term relationships with partners, acting as their primary point of contact throughout the entire sales process and beyond.
• Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial situations, cash flow, and repayment capabilities to determine the feasibility of different lending and funding options.
• Product Knowledge : Stay up-to-date with the latest trends and developments in business lending and related financial products to effectively communicate the value proposition and benefits to clients.
• Offer Development : Prepare and present comprehensive proposals that outline the terms, conditions, rates, and repayment schedules of lending solutions.
• Negotiation and Closing : Engage in price negotiations, address objections, and work towards closing deals that are mutually beneficial for the client and the company.
• Cross-Functional Collaboration: Collaborate with internal teams, including underwriting, credit, and legal departments, to ensure a smooth and efficient loan origination process.
• Pipeline Management : Maintain accurate and up-to-date records of all client interactions, prospects, and sales activities using the CRM system.
• Achieve Sales Targets : Meet or exceed monthly and quarterly sales targets by actively pursuing new business opportunities and maximizing revenue potential from existing clients.

Requirements:

• Education: Bachelor's degree in finance, business administration, or a related field is preferred.
• Languages Preferred: Proficiency in Mandarin and/or Spanish is highly preferred, as this role requires frequent communication with a diverse client base.
• Experience : Proven track record of success in sales or business development, preferably in the financial services industry.
• Experience with Revenue Based Funding or alternative financing products is highly desirable.
• Established Book of Business: History of working with established ISO partners in space.
• Strong understanding of financial concepts , including cash flow analysis, credit evaluation, and repayment structures. Familiarity with small business financing options and the MCA lending market is a plus.
• Communication Skills : Excellent verbal and written communication skills to effectively articulate complex financial concepts and build rapport with clients.
• Sales Skills : Demonstrated ability to identify client needs, overcome objections, and close sales deals. Strong negotiation and persuasive skills are essential.
• Relationship Management : A customer-centric approach with the ability to build and maintain long-term client relationships. Prior experience in managing a client portfolio is advantageous.
• Results-Driven : Proven ability to meet or exceed sales targets and work independently in a fast-paced, target-oriented environment.
• Technology Proficiency : Comfortable in working within CRM systems, sales tools, and Microsoft Office Suite for sales documentation and reporting.
• Team Player : Collaborative mindset with the ability to work effectively within a cross-functional team environment.
• Ethical Conduct : Maintain high ethical standards and adhere to regulatory guidelines and compliance requirements.

Benefits & Perks

• Generous medical, dental, and vision insurance.
• 401K match, stock options, commuter benefits, and employee incentive plan.
• Catered lunch and team events.

Salary Range

$60,000 plus sales commission

**What's Under the Hood**
GoFi is an AI-centric, licensed auto finance company built for a digital-first world. Built upon an entirely cloud-based infrastructure, GoFi provides a highly scalable next-gen lending platform that enables the best brands to deliver the best customer experience. GoFi powers solutions ranging from traditional turn-down finance arrangements to fully integrated co-branded finance and digital retail partnerships. GoFi is based in Dallas, TX.
**That's Nice, But What's the Job?**
In short, the Indirect Funding Specialist works with 3rd party dealers and internal partners to verify contract packages. The Agent will demonstrate proficiency in the underwriting policies and procedures through reviewing and verifying loan documents as well as corresponding with dealer partners to resolve pending items.
In long, the Indirect Funding Specialist is responsible for:
+ Ability to complete deal reviews with a high sense of urgency while maintaining an emphasis on accuracy.
+ Use knowledge and background to identify opportunities within the deal packet
+ Analyze and assess information gathered and use effective judgment to detect and avoid fraudulent activity and ensure adherence to corporate policies, procedures, and credit stipulations on assigned contracts
+ Provide escalations and overview of deals through notes and touchpoints.
+ Professional communication with dealership partners.
+ Ownership/involvement in specialized department processes and projects as needed.
+ Appropriately address dealer questions and educate dealer partners on our funding policy as opportunities arise.
+ Foster internal relationships and thrive by partnering with Dealer Specialists and other departments.
**So What Kind of Folks Are We Looking for?**
+ **Operate autonomously.** This isn't a "hold your hand" kind of role. We give you autonomy to be creative in your space and do your thing. We need an individual that is self-motivated to get the work done and get the work done well
+ **Quality decision maker** . Good decisions are made based on knowledge. We'll need you to gather all the facts and take them all into consideration when making decisions.
+ **Agile in a fast-paced environment** . We move, and we move quickly. Thriving in an environment that never stops, is a must.
+ **Plays well with others.** You will be working in a high-functioning team environment. We work together in order to win together.
**The Specifics.**
+ High School Diploma or GED required
+ Hours of Operations: 9:00am-6:00pm
+ Hybrid flexibility. In-office Tuesday, Wednesday, and Thursday & Work-from-Home Monday and Friday.
**Nice to Haves.**
+ 1+ years Funding experience
+ Experience working with vendors
+ Bilingual
**So What About the Perks? Perks matter**
+ **Medical, dental, and vision, oh my!** DriveTime Family of Brands covers a sizable amount of insurance premiums to ensure our employees receive top-tier healthcare coverage.
+ **But Wait, There's More.** 401(K), Company paid life insurance policy, short and long-term disability coverage to name a few.
+ **Growth Opportunities.** You grow, I grow, we all grow! But seriously, DriveTime Family of Brands is committed to providing its employees with every opportunity to grow professionally with roughly over 1,000 employees promoted year over year.
+ **Tuition Reimbursement.** We're as passionate about your professional development as you are. With that, we'll put our money where our mouth is.
+ **Wellness Program.** Health is wealth! This program includes self-guided coaching and journeys, cash incentives and discounts on your medical premiums through engaging in fun activities!
+ **Gratitude is Green.** We offer competitive pay across the organization, because, well. money matters!
+ **Game Room.** Gimme a break - no, not a Kit Kat ad but we do have a ping-pong table, a pool table and other games if you ever need a break in your day.
+ **In-House Gym.** We want our employees to be the best versions of themselves. So come early, take a break in your day, or finish strong with a workout!
+ **Enjoy Social Events?** Bring it on. Rally with your team for festive gatherings, team competitions or just to hang out!
+ **We Care and Value YOU!** Feel the love and let us treat you to company outings, personal rewards, amazing prizes & much more!
+ **Paid Time Off.** Not just lip service: we work hard, to play hard! Paid time off includes (for all full-time roles) wellness days, holidays, and good ole' fashioned YOU time! For our Part-timers, don't fear you get some time too.vacation time is available - the more you work, the more you earn!
**Anything Else? Absolutely.**
DriveTime Family of Brands is Great Place to Work Certified! And get this: 90% of our rockstar employees say they feel right at home here. We could spend a lot of time having you read about ALL our awards, but we'll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don't forget Phoenix Business Journal Healthiest Employers (okay, we'll stop there)!
Hiring is contingent upon successful completion of our background and drug screening process. DriveTime is a drug-free, tobacco-free workplace and an Equal Opportunity Employer.
And when it comes to hiring, we don't just look for the right person for the job, we seek out the right person for DriveTime. Buckle up for plenty of opportunities to grow in a professional, fun, and high-energy environment!

**Description**
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
The Liquidity & Funding Manager will be responsible for contributing to and helping to optimizing our liquidity management strategies, monitoring and ensuring compliance with regulatory requirements. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Contribute to developing and implementing comprehensive liquidity risk management strategies
+ Monitor and analyze the Bank's liquidity position, identifying potential risks and opportunities
+ Collaborate with internal stakeholders to ensure effective liquidity planning and stress testing
+ Stay abreast of market trends, economic indicators, and regulatory changes affecting fund management
+ Ensure compliance with relevant financial regulations and reporting requirements. Work closely with regulatory bodies and internal audit teams to address any liquidity or fund management related concerns
+ Collaborate with risk management teams to assess and address potential risks in the liquidity and fund management domains
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
+ Strong understanding of financial markets, investment instruments, and regulatory frameworks
+ Exceptional analytical and strategic thinking skills
+ Excellent communication and interpersonal skills for effective collaboration with internal and external stakeholders
**EDUCATION, EXPERIENCE AND/OR LICENSES:**
+ Bachelor's degree in finance, economics, or related field required
+ CFA Charterholder is preferred
+ Proven experience 4+ years in liquidity management and fund management roles within a banking or financial services environment
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The full-time base salary range for this position is $84,000.00 - $168,500.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

**What's Under the Hood**
GoFi is an AI-centric, licensed auto finance company built for a digital-first world. Built upon an entirely cloud-based infrastructure, GoFi provides a highly scalable next-gen lending platform that enables the best brands to deliver the best customer experience. GoFi powers solutions ranging from traditional turn-down finance arrangements to fully integrated co-branded finance and digital retail partnerships. GoFi is based in Dallas, TX.
**That's Nice, But What's the Job?**
**That's Nice, But What's the Job?**
+ Manage develop and grow the indirect funding team by providing feedback on the fly and strategic mentorship.
+ Develop processes to increase productivity and team success.
+ Educate funding specialists on our indirect program.
+ Appropriately handle dealer escalations and educate dealers on our funding policy as opportunities arise.
+ Foster internal relationships and thrive by partnering with Dealer Specialists, Risk, Product and other departments.
+ Use motivation, process, and workflow feedback to effectively execute on our core SLA's.
**So What Kind of Folks Are We Looking for?**
+ **Excellent verbal and written communication skills.** The ability to talk and write with confidence, charisma and competence for a wide variety of audiences including management.
+ **Management material.** We are looking for someone that can lead, manage and grow within our organization.
+ **Passionate and goal-oriented.** We are looking for someone that is enthusiastic about their work and is passionate about not only meeting their goals but exceeding them.
+ **Entrepreneurial spirit.** An attitude and approach to thinking that actively seeks out change. You'll need a mindset that embraces critical questioning, innovation and continuous improvement.
+ **Strategic thinker.** We are looking for an individual that takes an insightful, future oriented, open-minded and proactive approach to thinking.
+ **Operate autonomously.** This isn't a "hold your hand" kind of role. We give you autonomy to be creative in your space and do your thing. We need an individual that is self-motivated to get the work done and get the work done well.
+ **Agile in a fast-past environment.** We move, and we move quickly. Thriving in an environment that never stops, is a must.
**The Specifics.**
+ Bachelor's degree or equivalent work experience required.
+ Minimum 2 years of leadership experience, proven record of leadership.
+ Minimum 2-4 years of indirect funding, processing or underwriting experience.
+ Prior auto lending experience required.
+ Proficient computer skills with working knowledge of internet and standard business applications such as Microsoft Office; Ability to quickly learn new computer applications as required.
**Nice to Haves.**
+ Prior procedural development
+ Experience working with third-party vendors
**So What About the Perks? Perks matter**
+ **Medical, dental, and vision, oh my!** DriveTime Family of Brands covers a sizable amount of insurance premiums to ensure our employees receive top-tier healthcare coverage.
+ **But Wait, There's More.** 401(K), Company paid life insurance policy, short and long-term disability coverage to name a few.
+ **Growth Opportunities.** You grow, I grow, we all grow! But seriously, DriveTime Family of Brands is committed to providing its employees with every opportunity to grow professionally with roughly over 1,000 employees promoted year over year.
+ **Tuition Reimbursement.** We're as passionate about your professional development as you are. With that, we'll put our money where our mouth is.
+ **Wellness Program.** Health is wealth! This program includes self-guided coaching and journeys, cash incentives and discounts on your medical premiums through engaging in fun activities!
+ **Gratitude is Green.** We offer competitive pay across the organization, because, well. money matters!
+ **Game Room.** Gimme a break - no, not a Kit Kat ad but we do have a ping-pong table, a pool table and other games if you ever need a break in your day.
+ **In-House Gym.** We want our employees to be the best versions of themselves. So come early, take a break in your day, or finish strong with a workout!
+ **Enjoy Social Events?** Bring it on. Rally with your team for festive gatherings, team competitions or just to hang out!
+ **We Care and Value YOU!** Feel the love and let us treat you to company outings, personal rewards, amazing prizes & much more!
+ **Paid Time Off.** Not just lip service: we work hard, to play hard! Paid time off includes (for all full-time roles) wellness days, holidays, and good ole' fashioned YOU time! For our Part-timers, don't fear you get some time too.vacation time is available - the more you work, the more you earn!
**Anything Else? Absolutely.**
DriveTime Family of Brands is Great Place to Work Certified! And get this: 90% of our rockstar employees say they feel right at home here. We could spend a lot of time having you read about ALL our awards, but we'll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don't forget Phoenix Business Journal Healthiest Employers (okay, we'll stop there)!
Hiring is contingent upon successful completion of our background and drug screening process. DriveTime is a drug-free, tobacco-free workplace and an Equal Opportunity Employer.
And when it comes to hiring, we don't just look for the right person for the job, we seek out the right person for DriveTime. Buckle up for plenty of opportunities to grow in a professional, fun, and high-energy environment!

**What's Under the Hood**
GoFi is an AI-centric, licensed auto finance company built for a digital-first world. Built upon an entirely cloud-based infrastructure, GoFi provides a highly scalable next-gen lending platform that enables the best brands to deliver the best customer experience. GoFi powers solutions ranging from traditional turn-down finance arrangements to fully integrated co-branded finance and digital retail partnerships. GoFi is based in Dallas, TX.
**That's Nice, But What's the Job?**
In short, the Indirect Funding Specialist works with 3rd party dealers and internal partners to verify contract packages. The Agent will demonstrate proficiency in the underwriting policies and procedures through reviewing and verifying loan documents as well as corresponding with dealer partners to resolve pending items.
In long, the Indirect Funding Specialist is responsible for:
+ Ability to complete deal reviews with a high sense of urgency while maintaining an emphasis on accuracy.
+ Use knowledge and background to identify opportunities within the deal packet
+ Analyze and assess information gathered and use effective judgment to detect and avoid fraudulent activity and ensure adherence to corporate policies, procedures, and credit stipulations on assigned contracts
+ Provide escalations and overview of deals through notes and touchpoints.
+ Professional communication with dealership partners.
+ Ownership/involvement in specialized department processes and projects as needed.
+ Appropriately address dealer questions and educate dealer partners on our funding policy as opportunities arise.
+ Foster internal relationships and thrive by partnering with Dealer Specialists and other departments.
**So What Kind of Folks Are We Looking for?**
+ **Operate autonomously.** This isn't a "hold your hand" kind of role. We give you autonomy to be creative in your space and do your thing. We need an individual that is self-motivated to get the work done and get the work done well
+ **Quality decision maker** . Good decisions are made based on knowledge. We'll need you to gather all the facts and take them all into consideration when making decisions.
+ **Agile in a fast-paced environment** . We move, and we move quickly. Thriving in an environment that never stops, is a must.
+ **Plays well with others.** You will be working in a high-functioning team environment. We work together in order to win together.
**The Specifics.**
+ High School Diploma or GED required
+ Hours of Operations: 7:00am-6:00pm
+ This is an onsite position located at 15001 Trinity Blvd, Fort Worth, TX 76155
**Nice to Haves.**
+ 1+ years Funding experience
+ Experience working with vendors
+ Bilingual
**So What About the Perks? Perks matter**
+ **Medical, dental, and vision, oh my!** DriveTime Family of Brands covers a sizable amount of insurance premiums to ensure our employees receive top-tier healthcare coverage.
+ **But Wait, There's More.** 401(K), Company paid life insurance policy, short and long-term disability coverage to name a few.
+ **Growth Opportunities.** You grow, I grow, we all grow! But seriously, DriveTime Family of Brands is committed to providing its employees with every opportunity to grow professionally with roughly over 1,000 employees promoted year over year.
+ **Tuition Reimbursement.** We're as passionate about your professional development as you are. With that, we'll put our money where our mouth is.
+ **Wellness Program.** Health is wealth! This program includes self-guided coaching and journeys, cash incentives and discounts on your medical premiums through engaging in fun activities!
+ **Gratitude is Green.** We offer competitive pay across the organization, because, well. money matters!
+ **Game Room.** Gimme a break - no, not a Kit Kat ad but we do have a ping-pong table, a pool table and other games if you ever need a break in your day.
+ **In-House Gym.** We want our employees to be the best versions of themselves. So come early, take a break in your day, or finish strong with a workout!
+ **Enjoy Social Events?** Bring it on. Rally with your team for festive gatherings, team competitions or just to hang out!
+ **We Care and Value YOU!** Feel the love and let us treat you to company outings, personal rewards, amazing prizes & much more!
+ **Paid Time Off.** Not just lip service: we work hard, to play hard! Paid time off includes (for all full-time roles) wellness days, holidays, and good ole' fashioned YOU time! For our Part-timers, don't fear you get some time too.vacation time is available - the more you work, the more you earn!
**Anything Else? Absolutely.**
DriveTime Family of Brands is Great Place to Work Certified! And get this: 90% of our rockstar employees say they feel right at home here. We could spend a lot of time having you read about ALL our awards, but we'll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don't forget Phoenix Business Journal Healthiest Employers (okay, we'll stop there)!
Hiring is contingent upon successful completion of our background and drug screening process. DriveTime is a drug-free, tobacco-free workplace and an Equal Opportunity Employer.
And when it comes to hiring, we don't just look for the right person for the job, we seek out the right person for DriveTime. Buckle up for plenty of opportunities to grow in a professional, fun, and high-energy environment!

Job Description

Job Description

The Trust Funding Coordinator is responsible for ensuring clients’ estate plans are successfully implemented by transferring and titling assets into their trusts. This role serves as the key link between clients, financial institutions, and the firm’s legal team to make sure every trust is fully funded. The Coordinator will prepare and process funding documents, track progress, and maintain communication with clients throughout the process. Success in this position requires exceptional attention to detail, organizational skills, and a client-focused mindset.

Compensation:

$40,000

Responsibilities:

Key Responsibilities

• Review estate planning documents to identify assets requiring funding.
• Prepare, organize, and process deeds, letters, and other funding documents.
• Communicate directly with clients to gather information and provide updates.
• Coordinate with banks, financial advisors, and other institutions to retitle accounts and transfer assets.
• Track progress of funding tasks in the firm’s systems and follow up to ensure completion.
• Maintain accurate, detailed records of all asset transfers and documentation.
• Collaborate with attorneys, paralegals, and client service team members to ensure a seamless process.
• Provide a supportive and professional client experience, offering reassurance and clarity throughout the funding process.
• Proactively identify and resolve obstacles that may delay funding.
• Uphold firm values by delivering exceptional service and treating every client like family.

Qualifications:

• Strong attention to detail with excellent organizational and follow-up skills.
• Clear and professional communication abilities, both written and verbal.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Tech-savvy and comfortable learning new systems; proficiency with Microsoft Office (Word, Excel, Outlook) required.
• Professionalism and client-centered mindset; able to build trust and rapport with clients.
• Problem-solving ability and initiative to move tasks forward without constant supervision.
• Prior experience in a law firm, financial services, banking, or real estate environment preferred but not required.
• Bachelor’s degree in business, legal studies, or a related field is a plus (not required).

About Company

Rutkowski Law Firm is a leading estate planning, asset protection, and probate firm serving families across Michigan. We help clients protect what matters most through customized legal planning — delivering not just documents, but clarity, peace of mind, and lifelong support.

We’re known for our client-first experience — warm, responsive, and clear. Our team builds real relationships and treats every client like family.

We operate on the Entrepreneurial Operating System (EOS) and are driven by a strong set of core values, including:

• Teamwork Makes the Dream Work
• Owner Mentality
• Family Focused
• Dynamic Chameleon with a Growth Mindset
• Disney Experience
• Don’t Act Like an Attorney

We’re a fast-growing, forward-thinking firm that values collaboration, innovation, and accountability . If you're looking to grow your career in a purpose-driven, people-focused environment, we’d love to meet you.

Job Description

Job Description

The Educational Funding Assistant (EFA) is responsible for assisting prospective and current students in FAFSA completion. In addition, the EFA will schedule primary financial aid appointments with EF staff at appropriate campus. The EFA works with the highest integrity and ethics adhering to state, federal, and Porter and Chester policies and regulations.

The Educational Funding Assistant will…

• Generate lists of prospective students needing to complete the FAFSA through school’s student database
• Reach out to prospective students who need to complete Federal Student Aid Identification (FSA ID) and FAFSA
• Assist applicants in creating FSA ID and completing FAFSA
• Schedule primary financial aid appointment for prospective students with Educational Funding Specialists
• Contact and assist currently enrolled students to update and finalize FAFSA required paperwork
• Update ongoing activity within the school’s student database

Position Requirements

• High School Diploma or GED required
• Minimum 1 year of experience completing Free Application for Federal Student Aid (FAFSA) preferred
• Detail-oriented with strong organizational skills
• Clear and effective communicator (verbal and written)
• High comfort level within a computerized environment
• Strong proficiency with MS Office, internet, and proprietary software

About our company:

Porter and Chester Institute, a trade school in Connecticut and Massachusetts for 75 years, adheres to one basic vision: to educate and train our students to the level that will make them competent employees. With 9 campus locations throughout Connecticut and Massachusetts, we offer training in such trades as Automotive Technology, HVAC-R, CAD, Electrician, Plumbing, as well as Medical Assisting, Dental Assisting, Practical Nursing and Computer & Technology.

Our support staff, including Admissions, Financial Aid and other administrative professionals, to our qualified Instructors are focused on making the students' experience a fulfilling and enriching one, both professionally and personally.

Click here for more company information: -pci

We are an Equal Opportunity Employer.

Mon-Fri 9am-1pm

Job Description

Job Description

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ROLE AND RESPONSIBILITIES

• Provide quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints.
• Monitor workflow queues and department reports to ensure timely disbursements and follow ups for post-closing accounting issues.
• Work with closing team to disburse closing proceeds in accordance with parties’ instructions and applicable law.
• Comply with documents: contracts, settlement statements, closing disclosures, mortgages, deeds
• Identify and flag any trends that may increase risk of fraud or loss.
• Remedy post-closing funding issues through contact with closing agents and other internal and/or external parties.
• Monitor and respond to questions/information in the funding mailbox queue within SLA.
• Balance settlement statements to CDs/PCCDs to set up pending wires and checks in files.
• Review and issue checks and wires for funding, request changes as needed to meet all Company guidelines.
• Work collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners.
• Successfully meet or exceed all Company established performance/production metrics as set forth by the Senior Management Team.
• Perform other duties as assigned by supervisor.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• High school diploma or GED required; Baccalaureate degree preferred.
• 5+ years’ experience in the closing and/or funding department with title or escrow company required.
• Work under general supervision.
• Strong customer service skills required.
• National purchase and refinance experience preferred.
• Experience utilizing ResWare or similar software preferred.

PREFERRED SKILLS

• Strong communication skills, with the ability to clearly and concisely present issues, ideas and recommendations in verbal, written and presentation formats.
• Highly motivated, inquisitive, self-started with the ability to multi-task and effectively manage priorities to meet deadlines in a fast-paced environment.
• Strong attention to detail, excellent organizational skills, ability to high volume and the capacity to work under pressure and tight deadlines.

REASONING ABILITY

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands:

While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. Operating office machinery such as a computer, phone, copier, printer, etc. is necessary in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Westcor offers some great perks:

• Health, dental, and vision benefits
• Employer-paid disability and life insurance
• Flexible spending accounts
• 401K with company match
• Paid time off and company-paid holidays
• Wellness resources

Note: This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.