Funding Desk Coordinator

If you like precision, fast-moving financial operations, and being the person who ensures nothing slips through the cracks at the most critical point of a mortgage transaction, this role is built for you. Keystone Funding, Inc. is looking for a Funding Desk Analyst to support the execution of daily loan fundings within our Secondary Marketing Operations team. This is a hands-on, detail-critical role where timing, accuracy, and accountability directly impact borrowers, partners, and capital flow. The Funding Desk Analyst sits at the center of the loan closing and funding process. You will be responsible for coordinating daily loan fundings across multiple warehouse lines, ensuring all wire activity is accurate, timely, and fully reconciled. This role works closely with closing, post-closing, and secondary marketing teams to ensure seamless execution from signed closing documents through investor delivery. This is a foundational role within a high-performing operations team and is designed for someone who thrives in structured, deadline-driven environments with high attention to detail. Why Keystone Funding • You’ll see the full lifecycle of a mortgage transaction, not just one piece of it • Direct access to leadership and decision-makers in a lean, high-visibility team • Hands-on exposure to funding, warehouse lending, and investor operations • A technology-forward environment investing in automation and process improvement • A stable, growing lender with a reputation for operational integrity and precision At Keystone, your work doesn’t disappear into a system; it directly impacts how money moves, how deals close, and how the business runs. Compensation • Base Salary: $45,000 – $60,000 (commensurate with experience) • Bonus: Performance-based, per company policy • Benefits: Medical, dental, and vision insurance • Retirement: 401(k) with company match • Paid Time Off Responsibilities: What You’ll Own This role is responsible for the accuracy, timing, and execution of daily funding operations. Daily Funding Execution • Coordinate loan fundings across multiple warehouse lines • Verify fund dates, confirm wire instructions, handle incoming wire verification calls, and transmit wire requests on time • Monitor warehouse line availability and flag capacity issues to the VP • Process MERS registrations and transfers within required state timelines • Maintain accurate warehouse position reporting, including tracking balances, utilization, and funding activity across lines • Manage and maintain warehouse banking systems and software, ensuring data accuracy, timely updates, and proper functionality for daily funding operations Post-Closing & Investor Support • Support the post-closing team with note tracking and shipping • Upload purchase advice to the warehouse bank portals • Assist in ensuring all post-funding documentation is complete and accurate Systems & Reporting • Work daily within the Mortgage Director LOS and the warehouse bank portals • Support implementation and ongoing use of funding technologies • Log, track, and direct funding and servicing-related requests • Assist with daily/weekly reporting on warehouse balances, funding counts, and pipeline status What Growth Looks Like This is a role with a clear path forward, not a static support position. As Keystone Funding continues to scale its Secondary Marketing Operations function, this role will grow alongside new systems, automation tools, and expanded capital markets capabilities. You’ll gain exposure to: • End-to-end loan funding and warehouse lending operations • Investor delivery and capital markets workflows • Operational systems and automation in a modern mortgage environment Over time, this role can evolve into expanded responsibilities across funding operations, secondary marketing, or capital markets support functions. Qualifications: What We’re Looking For • We are looking for someone highly reliable, detail-driven, and calm under pressure. Required • Associate’s or Bachelor’s degree in Finance, Business, or related field—or equivalent experience • Strong attention to detail and accuracy under tight deadlines • Proficiency in Microsoft Excel and comfort working in multiple systems • Strong written and verbal communication skills • Ability to prioritize and manage multiple transactions simultaneously • High level of integrity when handling sensitive financial data Preferred • 1–3 years of experience in mortgage operations, banking, funding, closing, or financial services • Familiarity with warehouse lending, TRID, MERS, or investor delivery processes • Exposure to mortgage LOS systems (Mortgage Director, Encompass) or similar platforms • Strong analytical thinking and problem-solving ability Recent graduates with strong coursework in finance, accounting, or business are encouraged to apply; we will train the right person. Compensation: $45,000 – $60,000 yearly

• What You’ll OwnThis role is responsible for the accuracy, timing, and execution of daily funding operations.Daily Funding Execution • Coordinate loan fundings across multiple warehouse lines • Verify fund dates, confirm wire instructions, handle incoming wire verification calls, and transmit wire requests on time • Monitor warehouse line availability and flag capacity issues to the VP • Process MERS registrations and transfers within required state timelines • Maintain accurate warehouse position reporting, including tracking balances, utilization, and funding activity across lines • Manage and maintain warehouse banking systems and software, ensuring data accuracy, timely updates, and proper functionality for daily funding operationsPost-Closing & Investor Support • Support the post-closing team with note tracking and shipping • Upload purchase advice to the warehouse bank portals • Assist in ensuring all post-funding documentation is complete and accurateSystems & Reporting • Work daily within the Mortgage Director LOS and the warehouse bank portals • Support implementation and ongoing use of funding technologies • Log, track, and direct funding and servicing-related requests • Assist with daily/weekly reporting on warehouse balances, funding counts, and pipeline statusWhat Growth Looks LikeThis is a role with a clear path forward, not a static support position.As Keystone Funding continues to scale its Secondary Marketing Operations function, this role will grow alongside new systems, automation tools, and expanded capital markets capabilities.You’ll gain exposure to: • End-to-end loan funding and warehouse lending operations • Investor delivery and capital markets workflows • Operational systems and automation in a modern mortgage environmentOver time, this role can evolve into expanded responsibilities across funding operations, secondary marketing, or capital markets support functions.

Compensation:
$45,000-$60,000 per year