Loan Funding Processor

Robert Half • Middletown, NY • 5h ago

Description

Join a team where accuracy, compliance, and attention to detail drive an exceptional member experience. As a Loan Funding & Settlement Processor II, you will play a critical role in funding and settling consumer and real estate loan transactions while ensuring all documentation, regulatory requirements, and funding conditions are met.

This position serves as a key liaison between members, lending staff, attorneys, title companies, and other third-party vendors to ensure timely, accurate, and compliant loan closings. The ideal candidate thrives in a fast-paced environment, possesses strong analytical skills, and can independently manage a high volume of loan files from approval through settlement and funding.

Essential Functions & Responsibilities

Process and fund consumer loans, home equity loans, HELOCs, and real estate loan transactions in accordance with established policies, procedures, and regulatory requirements.

Review loan documentation for completeness, accuracy, and compliance prior to funding.

Verify all underwriting, closing, and funding conditions have been satisfied before disbursement.

Coordinate loan settlements and closings with members, attorneys, title companies, appraisers, and other third-party vendors.

Review title commitments, payoff statements, settlement statements, insurance documentation, and collateral-related records.

Ensure all lien perfection, recording, and collateral documentation requirements are completed accurately and timely.

Process loan funding transactions through loan origination and core processing systems.

Board new loans and update member records within applicable systems.

Review closing packages and supporting documentation to ensure regulatory compliance and funding eligibility.

Identify documentation deficiencies, resolve exceptions, and communicate required corrections to internal and external stakeholders.

Calculate loan disbursements, payoff amounts, escrow requirements, and settlement-related figures as needed.

Prepare, review, and maintain funding and settlement records in accordance with record retention policies.

Scan, upload, and electronically maintain loan documentation within the document management system.

Monitor loan pipelines to ensure timely processing and funding.

Respond promptly to inquiries from members, lending staff, attorneys, title companies, and other business partners.

Maintain a high level of service while balancing quality, accuracy, and production standards.

Assist with quality control reviews and process improvement initiatives within the lending operations department.

Stay current on lending regulations, compliance requirements, and operational procedures.

Products Supported

This position primarily supports:

Consumer Loans (Auto Loans, Personal Loans, Credit Cards, Recreational Vehicle Loans, and other consumer lending products)

Home Equity Loans

Home Equity Lines of Credit (HELOCs)

Real Estate Loans

Mortgage-Related Lending Products

Requirements

Required

High School Diploma or equivalent.

2+ years of experience in loan processing, loan funding, loan operations, mortgage processing, consumer lending, or financial services.

Working knowledge of consumer lending documentation and funding processes.

Strong attention to detail with the ability to review and analyze complex loan documentation.

Proficiency in Microsoft Office Suite, including Excel and Outlook.

Strong communication, organizational, and problem-solving skills.

Ability to effectively manage multiple priorities in a deadline-driven environment.

Preferred

Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field.

Experience processing consumer loans, home equity loans, HELOCs, and real estate loans.

Familiarity with loan origination systems and core banking platforms.

Knowledge of lending regulations, compliance requirements, and settlement procedures.

Experience working with title companies, attorneys, settlement agents, and other third-party vendors.

-Skills & Competencies

Loan Documentation Review

Consumer & Real Estate Lending Knowledge

Funding & Settlement Processing

Regulatory Compliance

Attention to Detail

Quality Control

Critical Thinking

Time Management

Customer Service

Process Improvement

Multitasking in a High-Volume Environment

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Similar Jobs

Banking Center Relationship Banker 2- South Fallsburg, NY

Santander US • South Fallsburg, NY • 2d ago

Finance, Accounting & Banking

It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journe...

2d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Middletown, NY • 5d ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Specialist to join a manufacturing organization in Middletown, New York. This position is ideal for someone who thrives in a high-volume invoice environment, brings stro...

5d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Newburgh, NY • 1w ago

Finance, Accounting & Banking

Description We are seeking a detail‑oriented Accounts Payable Specialist to join our team on a contract basis. The ideal candidate will bring strong technical skills, excellent organizational habits, and the ability to t...

1w ago

Go to Apply

Accounting Clerk

Robert Half • Newburgh, NY • 1w ago

Finance, Accounting & Banking

Description A growing nonprofit organization in Newburgh is seeking a Contract Junior Accountant to support accounting operations and financial reporting. This position offers an excellent opportunity for an early-career...

1w ago

Go to Apply

Subsidy Finance Coordinator

Healthy Kids Programs • New Windsor, NY • 2w ago

Finance, Accounting & Banking

Subsidy Finance Coordinator New Windsor, NY ( http://maps.google.com/maps?q=New+Windsor+NY+USA+12553 ) Job Type Full-time Description Location:Healthy Kids Programs, 2 Summit Court, Fishkill, NY 12524 - In Person Schedul...

2w ago

Go to Apply

Reception / Administrative & Operations Support

Tectonic Engineering & Surveying Consultants, PC • Mountainville, NY • 3h ago

Management & Administrative

Position: Reception / Administrative & Operations Support Location:Mountainville, NYRemote Status: On-Site Job Id: 1598-2026 # of Openings: 1 Tectonic is actively seeking a full-time Administrative Assistant to suppo...

3h ago

Go to Apply

Warehouse Associate Part-Time

Mondelez International • Montgomery, NY • 3h ago

Manufacturing & Warehouse

Montgomery, New York, United States Part time R-181244 Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Possible We are the makers of Ore...

3h ago

Go to Apply

Warehouse Associate

Mondelez International • Montgomery, NY • 4h ago

Manufacturing & Warehouse

Montgomery, New York, United States Full time R-181245 Job Description Are You Ready to Make It Happen at Mondelēz International/ NABISCO? We are the makers of Oreo, Ritz Crackers, Triscuit, Sour Patch and Swedish Fish t...

4h ago

Go to Apply

Warehouse Associate

Mondelez International • Montgomery, NY • 4h ago

Manufacturing & Warehouse

Montgomery, New York, United States Full time R-181243 Job Description Job Description Are You Ready to Make It Happen at Mondelēz International/ NABISCO? We are the makers of Oreo, Ritz Crackers, Triscuit, Sour Patch an...

4h ago

Go to Apply

Warehouse Associate

Mondelez International • Montgomery, NY • 4h ago

Manufacturing & Warehouse

Montgomery, New York, United States Full time R-181242 Job Description Are You Ready to Make It Happen at Mondelēz International/ NABISCO? We are the makers of Oreo, Ritz Crackers, Triscuit, Sour Patch and Swedish Fish t...

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)