Senior Funding Specialist with extensive experience in funding evaluation and loan compliance review. Demonstrated ability to enhance client relationships and effectively resolve compliance issues. Recognized with the company's highest award in 2025 for outstanding performance.
Overview
6
6
years of professional experience
Work History
Senior Funding Specialist
Amur Equipment Finance Inc.
Grand Island
01.2020 - Current
Evaluated funding applications for accuracy and completeness.
Processed documentation for equipment leasing and financing transactions.
Coordinated communication between clients and internal departments.
Developed training materials for new staff on funding processes.
Assisted in resolving client inquiries related to funding agreements.
Reviewed and analyzed loan requests to ensure accuracy of data and compliance with company policies.
Collaborated with internal teams such as legal, compliance, operations, and risk management to ensure successful completion of projects.
Managed customer relationships by providing regular updates on progress towards obtaining desired funding outcomes.
Assembled and compiled documents for loan closings.
Prepared and delivered loan documents to title and escrow teams.
Reviewed financial documents to verify accuracy and completeness of submissions.
Reviewed and verified invoices for accuracy and completeness.
Assisted in the preparation of month-end closing activities related to accounts payable transactions.
Set up new vendors in system as needed including obtaining tax forms and W9s.
Verified and processed equipment finance contracts, ensuring accuracy in funding procedures.
Coordinated with finance, legal, and origination teams to resolve compliance-related issues.
Utilized strong analytical abilities for thorough review of contracts.
Exhibited effective communication and problem-solving skills in team environments.
Education
Some College (No Degree) - Business Administration
Central Community College
Grand Island
Skills
Funding evaluation
Documentation processing
Customer relationship management
Loan compliance review
Vendor management
Project coordination
Confidentiality
Adaptability and flexibility
Microsoft Office Suite
Fraud detection
Excellent communication
Invoice verification
Equipment financing
Support closings
Loan processing
Accomplishments
Recipient of the 2025 Amur ROAR of Excellence award.
Languages
English
Professional
Spanish
Native/ Bilingual
Timeline
Senior Funding Specialist
Amur Equipment Finance Inc.
01.2020 - Current
Some College (No Degree) - Business Administration