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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 At Univest Corporation of Pennsylvania

* Support the following core loan operations: verification of commercial loan documents for booking, process funding requests for initial loan advances, process general ledger entries for fees, complete wire transfers, daily loan settlements and balance accounts as needed
* Responsible to interpret and translate complex loan documents for commercial loans to the JH operation system, including CIF input, AFT setup, FASB 91 fee and cost records, and input manually and via C1 software
* Perform file maintenance necessary to record loan extensions and modifications, including interest accruals and billing calculations for all loan types
* Respond to all lender, customer and financial institution inquiries regarding servicing issues for commercial loans
* Calculate unused and letter of credit fees
* Process telephone and E-mail requests to fund loan requests in a timely fashion
* Responsible for tracking, scanning, and verification of documents to the Synergy Imaging System
* Verification of Jack Henry loan input to file documents for commercial loans
* Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

What Does A Funding Specialist Do At E*Trade Financial

* Mutual Fund Specialist under general supervision, will oversee daily functions to receive and process mutual fund order instructions entered via customer accounts.
* Associate will be responsible for daily payable and receivable reconciliation.
* Specialist will work closely with the Mutual Fund Product Team as well as outsourcing vendors to ensure trading activity is balanced.
* Oversee end to end mutual fund order processing, contacting fund companies/outsourcing client as needed.
* Reconcile daily cash and share reconciliation reports.
* Risk report monitoring
* Monitor important developments in the fund industry, markets and the broader economy.
* Generate, quality control, and distribute all mutual fund fee invoices, maintain contacts and distribution lists.
* Other duties as assigned

What Does A Funding Specialist Do At Regions Bank

* Process inquiries and investigations concerning wire transfers.
* Research incoming and outgoing wires, create service messages, return wires, process subpoenas, and provide copies of wires to external and internal customers.
* Maintain files and records for each investigation.
* Enter data into the investigation database.
* Respond to inquiries by email and telephone

What Does A Funding Specialist Do At Jpmorgan Chase

* Review executed loan documents for accuracy in execution
* Review loan conditions for acceptance
* Complete the accurate disbursement of funds to various parties

What Does A Funding Specialist Do At Regions Bank

* Answer high volume of incoming calls, including inquiries, and research questions form internal and external customers.
* Process & Repair all incoming wires via Fed that stop in the system
* Process all outgoing wires that stop in the system
* Additional Preferences:
* Experience in a Wire Room
* Mainframe experience
* Familiarity with Money Transfer Systems
* Must be able to work Monday
* Friday 8am
* pm.
* On one of those days 8:30 am
* pm

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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.


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.


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.


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


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Portuguese

  • Chinese

  • Vietnamese

  • Hindi

  • Tagalog

  • Cantonese

  • Arabic

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Funding Specialist

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Funding Specialist Education

Funding Specialist

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Top Skills for A Funding Specialist


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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

Funding Specialist Videos

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

Human Resources Training from Career Tech

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