Funding Manager - Mortgage Analytics in Boca Raton, FL by Bluegreen Vacations

Date Posted: 1/12/2022

Job Snapshot

Job Description


The Funding Manager is responsible for the overseeing the day-to-day workload of Funding Specialist I, II, & III.  This includes ensuring that files are audited and coded correctly for the possible sale or hypothecation of a loan. The Manager confirms that exception reports received from the custodian are reviewed and processed to assure that all trailing documents are received within the guidelines of the lender agreements. The manager also oversees the process of revision in terms, as well as oversees and assists with weekly Fee for Service fundings, monthly Bluegreen fundings, and monthly substitutions.


  • Oversees the daily work of the Funding Specialist I, II, and III to include audit, loan pooling, FBS weekly fundings, and BXG monthly fundings, to include reviewing funding analysis and borrowing notice. Trailing documents and assignments and exceptions reports, assuring these processes are completed within the established time frame.
  • Oversees the daily new loan boarding process, and ensures that all loans are boarded into LSAMS within acceptable time frames, resolving any exceptions with the Sales Accounting team.
  • Oversees, assists, and reviews reports, borrowing notices and substitutions. Reports include: weekly and monthly reports for Quorum, New Loans Booked Reports, NMLS Quarterly Report, Experian Batch Upload and Monthly Credit Profile, and Daily Loans Available Report.
  • Ensures that daily logs are kept up to date.
  • Ensures that processes and procedures are up to date; both written for distribution to each associate and posted to WeShare; including Funding Checklist and Quick Reference Guide.
  • Prepares “Daily Loans Available” report categorizing the mortgage loans on balance sheet according to Investor, current funding pool, and other key eligibility criteria.
  • Prepares both monthly and ad hoc loan pools for the purpose of identifying eligible loans for funding with lenders.
  • Calculates lender funding criteria in accordance with lending agreements to ensure each funding is within allowable guidelines.
  • Prepares funding notices to be executed by SVP Finance, Capital Markets and Mortgage Operations and delivered to lender.
  • Transfers loans on LSAMS after funds from lender are received and wire is verified to Borrowing Notice.
  • Runs daily credit reports for FBS sales.
  • Prepares monthly report for credit bureaus pulled for investor reporting billing.
  • Prepares and makes recommendations for employee reviews and merit increases.
  • Hires, trains, and counsels/disciplines staff members and manages PTO schedules to ensure proper coverage.
  • Reviews and approves payroll report.
  • Records dashboard metrics for Funding Specialist I, II, & III.
  • Coordinates with the business IT liaison for UAT testing.
  • Prepares and distributes Quarterly Lender Denied Credit Report for Fee Based Developers.


  • Associate’s Degree
  • 4 years Mortgage experience (or related experience), preferably with at least 2 years in a similar role managing non-exempt associates.
  • Knowledge of Mortgage Lending and servicing, and Secondary Market.
  • Customer service and customer quality fundamentals
  • Demonstrates a basic understanding of mortgage lending agreements.
  • Computer literate with working knowledge of MSOffice Suite and Mortgage-specific software.
  • Leadership skills and strong interpersonal skills and communication skills to deal effectively with all levels of the organization.
  • Detail-oriented with strong analytical and problem-solving skills. Strong ability to think strategically and analyze information timely and accurately.

Our goal is to improve the quality of work/life by providing equal employment opportunities for all candidates and team members. Bluegreen Vacations Corporation believes that diversity and inclusion is critical to our success, and we seek to recruit, develop and retain the most talented people from a broad candidate pool. We are a drug-free workplace, and if offered employment, candidate must be willing to submit to a background check/drug test. EOE/DFW  

At Bluegreen Vacations, the health, safety and wellbeing of our associates, owners and guests are a top priority. In order to comply with state and local COVID-19 mandates, and in alignment with the most recent CDC guidelines, we have implemented various safety protocols within our operations, such as wearing masks and conducting temperature checks and health screenings for our associates. We promote fresh air and good hygiene, take great care to properly clean and sanitize our facilities, and offer associate benefits such as paid vacation and sick time, and paid time off to get your COVID-19 vaccine. We are all in this together! 

Other details

  • Job Family : Management Accounting
  • Job Function : Bonus and Merit
  • Pay Type : Salary
  • Employment Indicator : Regular
  • Travel Required : No
  • Required Education : Associate Degree