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OREP Funding Supervisor

OH - Akron

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SUMMARY:

Oversee the day-to-day operations of the OREP funding and post-closing department.

ESSENTIAL FUNCTIONS:

Supervise the funding and post-closing staff.

Provide backup to manager for escalated items.

Manage commercial closing processes for agents, Fund Members and ORT affiliates. Control and maintain outstanding orders for daily disbursements and distribute workload appropriately. Monitor agent volume and reallocate agency distribution amongst funders as needed. Monitor monthly, weekly and daily reports regarding performance.

Maintain closing calendar for projected, actual and late disbursements.

Set post closing expectations for processing of outstanding items and exceptions.

Coordinate remittances and other post closing requests from agents.

Review and approve requests to newly added wire instructions.

Handle problem closings that are elevated from line staff on disbursements.

Assist with Agent Onboarding and training.

Keep track of and approve TOP time and OT.

Approve applicable vendor invoices for payment.

Plan and conduct regularly scheduled one on one training.

Monitor unbalanced ledger report weekly.

Monitor voids and stop payment requests.

Monitor wire reports including wire out request by funders to ensure accurate information is being provided. Monitor error rate of funders and take appropriate steps to improve the quality of the funding transaction. Determine workflow issues and determine procedures that would improve the process. Maintain the training manuals, closings instruction examples, state regulations, etc. Assist sales department with new and existing customers.

Provide back up for manager for onsite events promoting product and services.

Participate with budgeting functions, determining capacity, FTE ratios, staffing and revenue per unit, and expense control.

ESSENTIAL FUNCTIONS (CONT):

Work with manager to set and enforce departmental goals.

Enforce company policies and procedures as a member of management for all employees. Ability to work 8:00 am 5:00 pm Monday through Friday.

Regular consistent attendance is required and could including after hour Company events. Acceptance of supervision.

Ability to foster, develop and maintain professional and collaborative working relationships. Perform other duties as assigned by supervisor.

KNOWLEDGE/SKILLS/EXPERIENCE REQUIRED:

Excellent verbal and written communication skills.

Excellent interpersonal and customer service skills.

Ability to prioritize and handle multiple projects.

Strong attention to detail and organizational skills.

Proficiency in Word, Excel, and Outlook.

PHYSICAL/MENTAL DEMANDS (if applicable):

Ability to work with confidential information.

Ability to perform under pressure and be flexible with disruptions throughout the workday. Repetitive and continual typing motion is required.

Sedentary work: Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting a majority of the time. Walking and standing are required, occasionally.



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