Funding Assistant

Medallion Bank

Funding Assistant managing operations for recreational loan funding at Medallion Bank. Overseeing funding processes and coordinating communications with various partners in a hybrid setup.

Posted 7/31/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time management skills while managing the recreation loan funding process, ensuring accuracy and efficiency in documentation and reporting. Proficient in Microsoft Office applications and capable of providing excellent customer service in a collaborative team environment.

Highest-signal resume keywords

Loan Processing ExperienceMicrosoft Office ProficiencyOrganizational SkillsCustomer Service SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingData EntryDocumentation ManagementReportingWorkflow Management

Soft Skills

Time ManagementCommunication SkillsSelf-MotivationCollaborationProblem-Solving

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft Word

Industry Keywords

FundingConsumer FinanceBankingAdministrative SupportOperations

About the role

Key responsibilities & impact

Responsible for supporting the daily operations of the Funding team by managing key administrative and workflow functions within the recreation loan funding process
Responsible for overseeing the recreations funding queue, assigning loan files, coordinating communications with internal and external partners, maintaining documentation, and assisting with reporting and other departmental activities
Manage the Recreations (REC) Funding queue and coordinate between the Funding department, dealers, and Financial Service Providers (FSPs)
Monitor workflow and assign recreation loan files to Funding Specialists to ensure timely processing
Combine, organize, save, and maintain loan-related documentation and records
Respond to and manage department email communications in a professional and timely manner
Review reports, identify discrepancies, and assist in resolving issues to ensure accuracy and efficiency
Cross-train in the Funding Specialist role to provide operational support and coverage as needed
Assist with departmental reporting and special projects
Perform additional duties and responsibilities as assigned to support the Funding department

Requirements

What you’ll need

High school diploma or equivalent required
Minimum one (1) year of administrative, operations, banking, finance, loan processing, or customer service experience preferred
Previous experience in lending, funding, consumer finance, or banking environment a plus
Strong organizational and time management skills with exceptional attention to detail
Self-motivated with a strong work ethic and ability to work independently
Excellent written, verbal and interpersonal communication skills
Ability to manage multiple priorities simultaneously in a fast-paced environment
Proficiency in Microsoft Office applications, including Outlook, Excel, and Word, with accurate data entry skills
Ability to work effectively both independently and as part of a collaborative team
Commitment to accuracy, efficiency, and providing excellent internal and external customer service

Benefits

Comp & perks

Comprehensive benefits including medical, dental, vision, disability, and life insurance
401K with a company match
PTO including 11 federal paid holidays off, vacation time and sick time
Financial Wellness Program
Volunteer Opportunities
Awesome company culture and co-workers who love to work here!
Work Life Balance – We don’t use that term lightly!
Company Wide Open Door Policy