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Post Funding Specialist II

Job not on LinkedIn

πŸ”₯ 14 minutes ago

πŸ‡ΊπŸ‡Έ United States – Remote

πŸ’΅ $42k - $55k / year

⏰ Full Time

🟑 Mid-level

🟠 Senior

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Logo of Cardinal Financial Consulting

Cardinal Financial Consulting

2 - 10 employees

Founded 2021

πŸ’Ό Consulting

πŸ’Έ Finance

🀝 B2B

Consulting β€’ Finance β€’ B2B

Cardinal Financial Consulting is a founder-led financial services firm that provides forensic accounting, fractional CFO services, and bookkeeping aimed at growth-stage entrepreneurs and businesses preparing for scaling, M&A, or due diligence. The firm emphasizes transparent pricing, senior-led oversight (led by CEO Ryan Yates with 18 years in alternative investments), and services such as forensic readiness, valuation & damages, tax planning, and clean financial records to support strategic decisions and legal/transactional scrutiny. They position themselves between large firms and junior bookkeepers, offering recurring bookkeeping and monthly CFO engagements as well as hourly forensic work.

πŸ“‹ Description

β€’ Delivers loan file inventory to investors based on document bundles and stack delivery requirements. β€’ Delivers loan files for all Quality Control and State Audits based on specific stack delivery requirements. β€’ Manages the processing of compliance review fees associated with specific DPA programs and housing entities, ensuring accurate and timely handling. β€’ Actively manages and follows up on delivery completion with investors. β€’ Manages the end-to-end detitling process for manufactured homes on Construction and Exception loans, including borrower outreach, coordination with settlement agents, and direct communication with state titling authorities. β€’ MSR Sale due diligence stack and delivery. β€’ Completes new investor training, including DPA or HFA partners. β€’ Documents imaging into system of record for any missing items required for the loan stack or additional checklists. β€’ Reviews and interprets agency and investor requirements to confirm applicable overlays; validate loan file compliance. β€’ Completes MERS initial registration and transfers in compliance with warehouse, investor, and servicer requirements. β€’ Evaluates and provides input on process and workflow enhancements, procedure updates, and evolving task requirements to drive accuracy and operational efficiency. β€’ Oversees any additional projects or tasks as required.

🎯 Requirements

β€’ High school diploma or GED required. β€’ 3+ year mortgage experience required β€’ Demonstrated knowledge of closing documentation required. β€’ 12+ months Loan Delivery Experience preferred β€’ 12+ months of Manufactured Home Detitling Experience β€’ Familiarity with the loan sale requirements of a variety of mortgage loan products, including but not limited to: Conventional/HAMP, VA, FHA, and USDA preferred. β€’ MERS experience is a plus. β€’ Ability to work independently and in a team environment. β€’ Ability to adapt well to change. β€’ Exceptional computer skills. β€’ Excellent verbal and written communication skills. β€’ Excellent analytical and organizational skills. β€’ Detail-oriented. β€’ Ability to take direction and comprehend training. β€’ Effectively manage multiple demands and competing priorities in a fast paced environment. β€’ High degree of urgency required.

πŸ–οΈ Benefits

β€’ Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more β€’ Generous paid time off package that also includes all major holidays β€’ 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment

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