How To Become A Funding Specialist: What It Is and Career Path

What is a funding specialist and how to become one

Updated January 8, 2025

3 min read

Securing the funds that your company needs is what your job is all about as a funding specialist. As part of this effort, a funding specialist may be involved in determining funding needs and different ways to acquire funding.

Many funding specialists also specialize in making sure that all the paperwork related to funding is in place, including ensuring client information is properly submitted in work orders and notifying clients of financial responsibility if necessary. Funding specialists must also gather information for funding packages and ensure the completeness and accuracy of any documentation needed to secure authorizations for equipment and services.

If you'd like to be a funding specialist, you need to be a dedicated, punctual, detail-oriented person. That's because you'll frequently need to obtain timely authorizations and meet strict deadlines. You also need to have strong mathematical, analytical, and problem-solving skills. To become a funding specialist, you'll typically need a high school diploma or equivalent, plus some work experience with loans.

ScoreFunding SpecialistUS Average

Salary

3.4

Avg. Salary $43,459

Avg. Salary $59,228

Stability level

Growth rate -3%

Growth rate 0.3%

Diversity

4.3

Race

American Indian and Alaska Native 0.43%

Asian 8.83%

Black or African American 6.36%

Hispanic or Latino 9.39%

Unknown 4.56%

White 70.43%

Gender

female 63.13%

male 36.87%

Age - 43

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 43

Complexity level

1.8

Complexity level is simple

7 - challenging

Key steps to become a funding specialist

Explore funding specialist education requirements

Most common funding specialist degrees

Bachelor's

60.6 %

Associate

17.8 %

High School Diploma

10.4 %

Start to develop specific funding specialist skills

Skills	Percentages
Data Entry	11.18%
Excellent Organizational	9.24%
ACH	7.25%
Quality Customer Service	6.39%
Escrow	4.58%

Research funding specialist duties and responsibilities

Manage a variety of operational tasks for moderately complex securities transactions that require knowledge of vary systems and processes.
Assist the quantitative analyst in improving the work efficiency by optimizing VBA codes for the fund analysis.
Work daily with equities, fix income, futures, swaps, options, FX and other derivative instruments.
Facilitate month-end close processes, invoicing, journal entries and account reconciliations

Prepare your funding specialist resume

When your background is strong enough, you can start writing your funding specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a funding specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable funding specialist resume templates

Build a professional funding specialist resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your funding specialist resume.