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Description

Job Summary:

The Funding Closer is responsible for preparing and reviewing closing packages, ensuring all documents are accurate and compliant with company policies, federal and state regulations, and investor guidelines. This role requires close collaboration with referral partners, underwriters, portfolio managers, and other key stakeholders to ensure smooth and timely deal closings.

Key Responsibilities:

+ Review approvals and closing conditions to ensure all stipulations have been satisfied prior to closing.

+ Prepare and assemble closing documentation, including Closing Disclosure (CD), notes, and other relevant forms.

+ Coordinate with referral partners and merchants to schedule and finalize closings.

+ Conduct funding calls to review the terms of contracts with clients.

+ Analyze month-to-date bank statements to confirm that revenue and run rates align with approved figures.

+ Confirm funding availability and verify adherence to wire instructions.

+ Ensure key details—such as terms, interest rates, and fees—are accurate and compliant with regulations.

+ Perform quality checks on documents before and after closings.

+ Address and resolve any discrepancies or issues that might delay or prevent closings.

+ Ensure all deals are closed and funded in accordance with internal policies.

+ Maintain organized and thorough records of all closing documentation.

Requirements

Knowledge and Skills:

+ Develop a deep understanding of funding processes, regulations, and merchant needs.

+ Possess strong communication, interpersonal, and sales skills.

+ Demonstrate the ability to work independently as well as collaboratively within a team.

+ Be proficient with technology and financial software.

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) .