Walton Funding
Beach Crab
About Walton Funding - Walton Funding is a private banking and mortgage originator that services high net worth clients. Leveraging investment banking and hedge fund relationships, Walton Funding currently funds +$125MM annually. With a strong footprint on 30A and the FL Panhandle, Walton Funding is expanding into additional luxury markets and is targeting to grow to $1 billion in annual origination in the next 24 months. Walton Funding prides itself as a trusted partner to our clients and provides a compelling value proposition to all stakeholders. By providing high net-worth clients with direct access to capital markets we are uniquely positioned to service needs that are not readily available in the market.
Role of the Analyst - Walton Funding is currently seeking an Analyst to join the Operations Leadership Rotational Program (OLRP). The purpose of the OLRP is to cultivate the necessary skills in mortgage processing to sustain a robust pipeline and support sales activities. This role is critical to our growing team of skilled, passionate, and driven people who are highly motivated to provide all stakeholders a “white-glove” experience. The Analyst is personally responsible for ensuring credit packages are properly structured, compliant, and positioned to be reviewed by investors. The Analyst will assist the Operations Director in all tasks related to supporting sales activities. We need an influencer who demonstrates belief in Walton Funding’s results-driven approach and personal and professional values that align with Walton Funding’s mission and core values. The Analyst is vital to the growth and expansion of our organization. Having had the privilege of working in and serving clients in one of the most beautiful locations in the country, our aim is to expand into additional luxury markets.
Primary Responsibilities:
● Credit Structuring - File alignment with Hedge Fund and Securitization guidelines.
● Disclosures - Review Loan Disclosures to ensure accuracy and compliance.
● Processing - Requesting Level 1 underwriting conditions from clients.
● 3rd Party - Ensuring title, insurance, and appraisals are timely ordered and completed.
● Closing - Ensuring file is properly positioned to be reviewed by Senior Closer. ● Sales - Basic understanding of loan programs and underwriting guidelines.
Qualifications:
● Passion for leading disruptive change and not settling for the status quo.
● Excellent verbal and written communication, including the ability to succinctly and persuasively communicate Walton Funding’s value proposition.
● Possesses a servant leader mindset, focuses on empowering both colleagues and clients.
● Strong empathy and listening skills.
● Exceptional emotional intelligence with a consistent track record of successfully working with diverse personalities.
● Strong collaboration skills and the ability to work with a team to meet its objectives.
● Proactively seeks constructive feedback and can share feedback with others in a way that inspires them to be their best.
● Self-directed, can produce exemplary work with minimal supervision.
● Demonstrates project management skills, including effective organization, efficient process management, and ability to structure ambiguous situations.
● Track record of improving people and/or processes.
● Relevant undergraduate degree and/or 2+ years of applicable work experience.
Compensation and Benefits:
● Annual Salary Range: $50,000 - $65,000
● Walton Funding offers a competitive benefits package.
Application:
To apply, send your resume and a brief statement of interest to Justin Miller at justin@waltonfunding.com with Analyst in the subject line. Your brief statement of interest should describe why you are interested in working with Walton Funding and how your skills and experience fit with the responsibilities for this role. Walton Funding will follow up with selected applicants to schedule an interview, at which time professional and personal references will be requested. Walton Funding is an equal opportunity employer.
Role of the Analyst - Walton Funding is currently seeking an Analyst to join the Operations Leadership Rotational Program (OLRP). The purpose of the OLRP is to cultivate the necessary skills in mortgage processing to sustain a robust pipeline and support sales activities. This role is critical to our growing team of skilled, passionate, and driven people who are highly motivated to provide all stakeholders a “white-glove” experience. The Analyst is personally responsible for ensuring credit packages are properly structured, compliant, and positioned to be reviewed by investors. The Analyst will assist the Operations Director in all tasks related to supporting sales activities. We need an influencer who demonstrates belief in Walton Funding’s results-driven approach and personal and professional values that align with Walton Funding’s mission and core values. The Analyst is vital to the growth and expansion of our organization. Having had the privilege of working in and serving clients in one of the most beautiful locations in the country, our aim is to expand into additional luxury markets.
Primary Responsibilities:
● Credit Structuring - File alignment with Hedge Fund and Securitization guidelines.
● Disclosures - Review Loan Disclosures to ensure accuracy and compliance.
● Processing - Requesting Level 1 underwriting conditions from clients.
● 3rd Party - Ensuring title, insurance, and appraisals are timely ordered and completed.
● Closing - Ensuring file is properly positioned to be reviewed by Senior Closer. ● Sales - Basic understanding of loan programs and underwriting guidelines.
Qualifications:
● Passion for leading disruptive change and not settling for the status quo.
● Excellent verbal and written communication, including the ability to succinctly and persuasively communicate Walton Funding’s value proposition.
● Possesses a servant leader mindset, focuses on empowering both colleagues and clients.
● Strong empathy and listening skills.
● Exceptional emotional intelligence with a consistent track record of successfully working with diverse personalities.
● Strong collaboration skills and the ability to work with a team to meet its objectives.
● Proactively seeks constructive feedback and can share feedback with others in a way that inspires them to be their best.
● Self-directed, can produce exemplary work with minimal supervision.
● Demonstrates project management skills, including effective organization, efficient process management, and ability to structure ambiguous situations.
● Track record of improving people and/or processes.
● Relevant undergraduate degree and/or 2+ years of applicable work experience.
Compensation and Benefits:
● Annual Salary Range: $50,000 - $65,000
● Walton Funding offers a competitive benefits package.
Application:
To apply, send your resume and a brief statement of interest to Justin Miller at justin@waltonfunding.com with Analyst in the subject line. Your brief statement of interest should describe why you are interested in working with Walton Funding and how your skills and experience fit with the responsibilities for this role. Walton Funding will follow up with selected applicants to schedule an interview, at which time professional and personal references will be requested. Walton Funding is an equal opportunity employer.