Essential Functions: Prepare and complete FDS Agreement and corresponding documents based on project set-up. Create files and folders for each new project. Notify underwriter of agreement and any other required documents completion status. Prepare and setup bank account application for project. Send signed FDSA acknowledgment letter to principal. Send processing letter and forms to principal. Set up client & project in ComputerEase and Create-a-check. Deposit contract funds and notify principal on receipt of funds. Prepare weekly lockbox deposit reports and shipment. Run daily deposit reports. Additional Functions: Review and close project information including preparation of offsite storage. Provide support to FDS processor and FDS manager as needed. Agent letters.
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Skills and Requirements Required Education/Experience: High school diploma or equivalent. Familiarity with construction bookkeeping and basic accounting procedures. General understanding of construction terminology. Necessary Skills: Accuracy and attention to detail. Proficient in Excel, Word, Outlook. Knowledge of ComputerEase software a plus. Ability to apply common sense understanding to carry out instructions furnished in written, oral or chart form. Ability to deal with problems in situations in a professional manner.