This role supports funding and post-closing operations by managing financial transactions, wire transfers, and ensuring compliance with warehouse line requirements.
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
This role is responsible for supporting funding and post-closing operations by executing and tracking financial transactions with accuracy and timeliness. Key duties include initiating and managing wire transfers, entering and maintaining disbursement dates, and processing additional wires as needed. The position also ensures compliance with warehouse line requirements by providing requested documentation, reconciling purchase advice, and resolving discrepancies. Strong attention to detail, coordination with internal and external partners, and adherence to funding timelines are essential to ensure smooth loan funding
and settlement processes
Essential Job Duties and Responsibilities:
- Ensure timely receipt and proper documentation of Purchase Advice by monitoring the Purchase Advice inbox, recording and uploading notifications and obtaining directly from investors as needed.
- Facilitate the sending of wires, multiple times daily, to complete the funding process. This includes satisfying warehouse exceptions and sometimes providing Federal Reserve Reference information.
- Monitor daily reports to confirm successful wire transactions and collaborate with the Finance department to resolve missing or incomplete loans on the warehouse line report.
- Ensure accurate MERS registration and reconciliation while assisting post-closing workflows, including investor delivery, trailing document tracking, and secure note shipment.
Required Skills, Knowledge and Abilities:
- 2+ years' Mortgage Warehouse operations and/or Mortgage industry experience and general banking.
- Precise attention to detail
- Proficiency with all MS Office applications (Word, Excel, Outlook, etc.)
- Professional demeanor and attire
- Proven success working in fast-paced, high-volume environments
- Excellent written and oral communication skills
- Willing to work early shift- PST
Compensation: $20 - $25/hour
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
Top Skills
MS Office
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