Draw Management Specialist

🕒 Fevereiro 26

🌵 Arizona, California, +9 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $26 - $31 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

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Center Street Lending

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2009

🏗️ Construção

📦 Logística

💼 Consultoria

Construction • Logistics • Consulting

A Center Street Lending é uma instituição financeira privada que oferece financiamentos de curto e longo prazo para investidores, construtores e desenvolvedores residenciais. Fundada em 2010 por um ex-executivo de uma construtora pública, a empresa disponibiliza programas de empréstimo, incluindo fix-and-flip, construção nova, bridge, locação de curto prazo e empréstimos DSCR para locação de longo prazo, com ênfase em rápidas aprovações, serviços internos e um suporte ao cliente de alto nível. A Center Street Lending opera em todo os Estados Unidos e faz parcerias com corretores, agentes imobiliários, empreiteiros e investidores de capital para financiar e gerenciar projetos de desenvolvimento residencial.

Descrição

• Manage incoming calls, emails, and other forms of communication from customers regarding their loans. • Provide prompt, accurate, and courteous responses to address their questions, concerns, and requests. • Strive to provide excellent customer experience and ensure elevated levels of customer satisfaction. • Review loan documentation, construction loan agreements, and related paperwork to understand loan terms. • Evaluate construction draw requests, including reviewing invoices, receipts, and supporting documents for accuracy, eligibility, and adherence to loan agreement guidelines. • Analyze construction budgets, milestones, and disbursement schedules to ensure draw requests align with approved budgets and project progress. • Order and review property inspections to verify completed work, assess construction progress, and ensure accurate representation of completed project stages in draw requests. • Adhere to all regulatory requirements and company policies when handling customer interactions and loans processes. • Maintain confidentiality and manage sensitive customer information securely. • Identify and resolve customer complaints or problems related to loan applications, disbursements, repayments, or any other loan-related issues. • Escalate complex issues to the appropriate departments or management, when necessary. • Communicate with borrowers, contractors, and project managers to gather additional information, address discrepancies, request supporting documents, and resolve issues related to construction draw requests. • Accurately maintain customer records, loan files, and documentation. • Update customer information, transactions, and interactions in the loan management system or other designated platforms. • Collaborate with internal teams, such as underwriting, loan operations, loan originators and servicing, to resolve customer issues efficiently. • Contribute to the improvement and development of internal processes and procedures related to the construction draw process and overall customer experience.

🎯 Requisitos

• 2+ years of experience in a project management support position • Demonstrated experience using intermediate-level Microsoft Office suite, including spreadsheet and presentation software tools to report out data trends and analysis. • Excel skills necessary – Yes – renew budgets – 7 rating • Demonstrated experience with applications such as SharePoint or other document management platforms. • Managed projects in the past preferred, project management background exposure in construction draw disbursement. • Demonstrated experience working across multiple disciplines, interdepartmental teams and engaging with internal and external suppliers and stakeholders. • Ability to proactively manage time constraints, prioritize work, and resolve project related concerns through strong oral and written communication skills to effectively communicate at all levels in the organization. • Excellent written and verbal communication skills. • Strong ethics, people skills, communication, and the ability to effectively manage stress and engage in continuous learning.

🏖️ Benefícios

• Paid time off • Health insurance • Dental insurance • Vision • 401k plan