Finance Team Lead

Diversity, Equity, and Inclusion:

At NFM Family of Lenders (“COMPANY”) we are a diverse team of champions, industry pioneers and action leaders. We draw on the differences in who we are, what we’ve experienced, and how we navigate the mortgage industry with focused intention. We work to attract, develop, engage, advance, and retain a high performing workforce through fostering an inclusive culture where everyone can join in the journey to success. EOE.

Position Summary:

The Finance Associate is responsible for assisting the post-closing department with loans received from Title. They will be responsible to prepare all Settlement sheets for all loans closed and funded, and in the case of absentia, be the back-up for the Payroll Administrator. This position will be required to assist Accounts Payable when needed. This individual must have strong skills in Microsoft Excel.

Essential Job Functions:

Specific tasks will include, but are not limited to, the following:

• Supervise and coach the finance team to meet department expectations and service level agreements

• Assist Post-Closing with loans received from Title.
• Prepares Settlement sheets for all loans closed and funded.
• Assists Accounts Payable as needed.
• Back up Payroll Administrator as needed.
• Receive and log in each loan pack received via Fed-Ex, UPS and USPS.
• Make copies of all HUDs and relevant documents needed to prepare Settlement sheet.
• Copy and forward checks that are attached to loan documents to Finance.
• Print and attach credit report invoice(s) to each loan file from Encompass.
• Print and attach to each file received the appraisal invoice(s) from Encompass.
• Ensure that the invoices correspond with the amounts on the HUD.
• Print and attach to each file received the funding worksheet to verify funding.
• Maintain and upkeep the template for Branch fees and Branch Margins.
• Ensure that all appraisal and inspection fees have been paid on HUD or POC.
• Print and submit invoices for payment of appraisal and inspection fees not paid POC or on HUD.
• Print and submit settlement sheet to Manager for final approval.

• File Account Payable invoices, documents, etc. each week.

• Manage the day-to-day tasks of the finance team ensuring efficiency and accuracy
• Pipeline management of the finance team workflow.
• The employer shall, in its discretion, modify or adjust the position to meet the company’s changing needs.
• This job description is not a contract and may be adjusted as deemed appropriate at the employer’s sole discretion.
• Assist Payroll Administrator as needed.
• This position may require occasional over time and travel.
• Additional tasks as assigned.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.

Additional Working Conditions Information:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is often required to walk; use hands to finger, handle, or operate computers, objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to adjust focus.