1.) Maintains the disbursement spreadsheet and reports all loans disbursed each day.
2.) Verifies all disbursements for each file and ensures payoffs and dates are correct, verifies funds are received and file is clear to disburse.
3.) Verifies all wire instructions and initiates all wire requests and prints checks for disbursement.
4.) Distributes initiated wires and checks to an approver for wire approval and check signatures. Prepares the outgoing mail/packages for disbursements.
5.) Initiates/Confirms wires and signs checks that have been initiated/confirmed and/or printed by another team member in the department.
6.) Address inquiries from clients, seller's agents, buyer's agents, internal staff and management in a professional and timely manner.
7.) Perform daily review of all work in progress to ensure all work is completed in proper time frame.
8.) Perform all duties as assigned.
Skills and Abilities:
Proficiency in Microsoft Office (Outlook, Excel and Word); Knowledge of client-based systems; Attention to detail; Excellent verbal, written and interpersonal skills; Ability to problem solve in a growing, expanding business; Ability to multi-task in fast-pace environment.
Required: HS Diploma
Preferred: Associate/Technical Degree in Business or Accounting
As an independent company, CSSvSource has been offering Managed Service Programs as a preferred supplier and/or vendor neutral (MSP) with an option as a Vendor Management System (VMS). We deliver best in class risk mitigation, requisition management & data visibility covering all contingent and SOW workers.
People & Opportunity Meet at CSS! Check out our Internal Team – we work hard & play hard!