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TIAA Warehouse Finance Fund Specialist I in JACKSONVILLE, Florida


As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


This position is responsible for the daily activities for each assigned Warehouse facility as well as acting as the primary daily interface with the customer. The Warehouse Finance Funding Specialist ensures that all of the customer service level agreements are met daily for their assigned accounts and is responsible for the daily balancing of the customer and internal accounts. This position will also be responsible for the review of all pre-funding documentation and verification. Key deliverables for this position include accurate and efficient completion of all assigned functions, ensuring that department meets or exceeds contractual service level requirements, ensuring that all processes are documented, ensuring that the overall control environment is sustained, and building and maintaining relationships with both internal and external clients.


  • Acts asprimary contact for daily transaction processing

  • Reviewspre-funding documentation

  • Balancescustomer accounts daily

  • Reviewsand monitors all exceptions and escalates issues as required

  • Communicatesprogress to department and senior management

  • Handlescustomer issues as required

  • Handlescustomer account load and ensures that all daily tasks are completed


  • Knowledgeof Warehouse Finance business, customers, and products

  • Knowledgeof Warehouse Finance cash flow and collateral handling processes

  • Knowledgeof Warehouse Finance pre-funding requirements and processes

  • Proficientknowledge of all applications that support the Warehouse Finance business

  • Knowledgeof industry best practices in assigned support area

  • Abilityto communicate effectively with executive, senior and dept. managers,committees, and internal and external customers

  • Strongorganizational and interpersonal skills

  • Abilityto work with minimal supervision

  • Resultsoriented in a deadline driven work environment


  • High School Diploma or equivalent

  • Minimum of 1 year Warehouse Finance or related experience


  • ProMerit experience

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1727560

Company: TIAA Bank

Post Date: Jul 29, 2020