Financial Operations Specialist

Summary

Join Lendbuzz, a company committed to personalized and fair financial opportunities, as a Financial Operations Specialist! This critical role involves reviewing and approving loan applications, ensuring compliance with company policies and guidelines. You will investigate and reject applications that don't meet requirements, approve those that do, and request additional information when needed. Effective communication with sales teams and car dealerships is essential, along with meeting monthly production targets. This position requires strong attention to detail, a compliance mindset, and excellent prioritization and teamwork skills.

Requirements

• 2+ years of work experience at an auto lender, preferably in a funding department
• Must be able to work independently and have extreme detail orientation
• Must have a compliance mindset
• Must have excellent prioritization skills
• Must be a team player and able to collaborate across several departments and organizational levels

Responsibilities

• Review customer loan applications for compliance with Lendbuzz's policies, programs, and guidelines
• Investigate and reject customer loan applications that do not meet origination requirements
• Approve customer loan applications that do meet origination requirements for loan financing
• Request additional information from the Lendbuzz Underwriting or Lendbuzz Sales teams when appropriate
• Communicate real-time with the Lendbuzz Sales team regarding customer loan application quality, with feedback conveyed to car dealerships on any corrections needed
• Escalate customer loan application exception decisions to management when appropriate
• Meet monthly production metric targets set for the Funding department