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Become A Funding Specialist

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Working As A Funding Specialist

  • Processing Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Getting Information
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Repetitive

  • Stressful

  • $40,530

    Average Salary

What Does A Funding Specialist Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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How To Become A Funding Specialist

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Funding Specialist jobs

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Funding Specialist Career Paths

Funding Specialist
Operations Specialist Operations Manager General Manager
Account Manager
5 Yearsyrs
Specialist Analyst Finance Analyst
Accounting Manager
7 Yearsyrs
Accounting Clerk Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Accountant Senior Accountant Controller
Assistant General Manager
5 Yearsyrs
Senior Specialist Business Analyst
Assistant Vice President
7 Yearsyrs
Closer Sales Manager Personal Banker
Banking Center Manager
5 Yearsyrs
Specialist Account Manager Sales Manager
Branch Manager
6 Yearsyrs
Loan Servicing Specialist Mortgage Loan Processor Loan Officer
Branch Manager/Loan Officer
5 Yearsyrs
Accountant Finance Consultant Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Accounts Payable Clerk Billing Specialist Collector
Collections Manager
5 Yearsyrs
Closer Underwriter Assistant Vice President
Credit Officer
5 Yearsyrs
Business Analyst Senior Finance Analyst
Finance Manager
7 Yearsyrs
Analyst Finance Analyst Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Senior Specialist Project Manager Program Manager
Managing Director
11 Yearsyrs
Accounting Clerk Accounts Payable Clerk Payroll Specialist
Payroll Manager
7 Yearsyrs
Loan Servicing Specialist Senior Loan Processor Foreclosure Specialist
Property Preservation Specialist
6 Yearsyrs
Business Analyst Product Manager Sales Manager
Regional Manager
8 Yearsyrs
Operations Specialist Operation Supervisor Operations Manager
Regional Operation Manager
9 Yearsyrs
Accounts Payable Clerk Account Manager Underwriter
Underwriting Manager
8 Yearsyrs
Analyst Business Analyst Assistant Vice President
Vice President Operation Manager
9 Yearsyrs
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Funding Specialist Demographics

Gender

Female

61.4%

Male

36.8%

Unknown

1.8%
Ethnicity

White

79.6%

Hispanic or Latino

10.4%

Asian

7.6%

Unknown

1.7%

Black or African American

0.6%
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Languages Spoken

Spanish

63.6%

French

9.1%

Mandarin

6.1%

Portuguese

3.0%

Chinese

3.0%

Vietnamese

3.0%

Hindi

3.0%

Tagalog

3.0%

Cantonese

3.0%

Arabic

3.0%
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Funding Specialist Education

Schools

University of Wisconsin - Milwaukee

14.9%

University of Phoenix

13.2%

University of Texas at Arlington

6.1%

Liberty University

5.3%

Kaplan University

5.3%

University of Washington

4.4%

Strayer University

4.4%

Greenville Technical College

4.4%

Cardinal Stritch University

3.5%

University of North Texas

3.5%

Ashford University

3.5%

Southeastern Louisiana University

3.5%

Florida State College at Jacksonville

3.5%

Ohio State University

3.5%

Georgia State University

3.5%

University of Southern Mississippi

3.5%

American InterContinental University

3.5%

Grand Valley State University

3.5%

Marquette University

3.5%

Montclair State University

3.5%
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Majors

Business

35.2%

Accounting

11.9%

Finance

11.7%

Management

3.7%

Marketing

3.7%

Communication

3.6%

Criminal Justice

3.2%

Psychology

2.9%

Health Care Administration

2.8%

General Studies

2.6%

Human Resources Management

2.6%

Political Science

2.4%

Legal Support Services

2.3%

Economics

2.1%

Computer Information Systems

1.8%

Liberal Arts

1.6%

Education

1.5%

English

1.5%

History

1.5%

Sociology

1.5%
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Degrees

Bachelors

42.6%

Other

24.5%

Masters

14.8%

Associate

11.6%

Certificate

4.4%

Doctorate

0.8%

License

0.7%

Diploma

0.6%
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Top Skills for A Funding Specialist

LoanDocumentsFinancialTransactionsQualityCustomerServiceIncomeDealersAuditDataEntryWireTransfersLoanApplicationsLoanFilesACHTitleCompaniesLoanPackagesHud-1FundCompaniesCurrentKnowledgeGeneralLedgerAccountsAccountMaintenanceAccurateCreditInvestigationNewAccounts

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Top Funding Specialist Skills

  1. Loan Documents
  2. Financial Transactions
  3. Quality Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Reviewed loan documents after signing, obtained necessary corrections.
  • Initiate customer or account financial transactions and adjustments as authorized by department guidelines.
  • Provided quality customer service to the credit center and dealer network while ensuring potential risk is minimized.
  • Collaborated with external entities including consumers, dealers to validate employment, income, insurance, collateral and other approval terms.
  • Understand obstacles that negatively impact customer satisfaction to dealers or credit centers.

Top Funding Specialist Employers

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Funding Specialist Videos

Career Advice on becoming a Management Accountant by Matthew R (Full Version)

Human Resources Training from Career Tech

The Nottingham Life Cycle 3 - the final ride and community day

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