FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
×
FIND
PERSONALIZED JOBS

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Become A Funding Specialist

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

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

  • $69,036

    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.

Show More

Show Less

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.

Show More

Show Less

Do you work as a Funding Specialist?

Funding Specialist Jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Funding Specialist Career Paths

Funding Specialist
Specialist Analyst Finance Analyst
Assistant Vice President
7 Yearsyrs
Accounting Clerk Operations Manager Senior Operations Manager
Assistant Vice President Operations
8 Yearsyrs
Operations Specialist Account Executive Personal Banker
Banking Center Manager
5 Yearsyrs
Credit Analyst Finance Consultant Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Service Specialist Mortgage Loan Processor Senior Loan Processor
Client Relations Manager
6 Yearsyrs
Operations Specialist Account Manager Client Services Manager
Client Services Director
9 Yearsyrs
Accounting Clerk Billing Specialist Collections Specialist
Collections Manager
5 Yearsyrs
Specialist Operations Manager Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Loan Servicing Specialist Closer Closing Manager
Mutual Fund Manager
6 Yearsyrs
Loan Specialist Specialist Property Manager
Portfolio Manager
7 Yearsyrs
Senior Specialist Operation Supervisor Production Manager
Processing Manager
7 Yearsyrs
Loan Servicing Specialist Claim Processor Adjuster
Property Management Specialist
7 Yearsyrs
Accounts Payable Clerk Property Manager Real Estate Broker
Real Estate Management Specialist
7 Yearsyrs
Business Analyst Business Manager Account Executive
Relationship Manager
6 Yearsyrs
Loan Specialist Underwriter
Underwriting Manager
8 Yearsyrs
Business Analyst Senior Finance Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Senior Specialist Business Analyst Assistant Vice President
Vice President Operation Manager
10 Yearsyrs
Credit Analyst Senior Underwriter Loan Servicing Specialist
Work Director
5 Yearsyrs
Show More

Do you work as a Funding Specialist?

Help others decide if this is a good career for them

Do you work as a Funding Specialist?

Funding Specialist Demographics

Gender

Female

61.2%

Male

37.0%

Unknown

1.8%
Ethnicity

White

61.9%

Hispanic or Latino

15.6%

Black or African American

11.2%

Asian

7.9%

Unknown

3.5%
Show More
Foreign Languages Spoken

Spanish

61.1%

French

11.1%

Portuguese

5.6%

Mandarin

5.6%

Chinese

2.8%

Turkish

2.8%

Hindi

2.8%

Tagalog

2.8%

Cantonese

2.8%

Arabic

2.8%
Show More

Funding Specialist Education

Schools

University of Wisconsin - Milwaukee

15.3%

University of Phoenix

12.7%

University of Texas at Arlington

6.8%

Liberty University

5.9%

Kaplan University

5.1%

University of North Texas

4.2%

Florida State College at Jacksonville

4.2%

Ohio State University

4.2%

Strayer University

4.2%

Greenville Technical College

4.2%

Cardinal Stritch University

3.4%

Ashford University

3.4%

Southeastern Louisiana University

3.4%

University of Southern Mississippi

3.4%

American InterContinental University

3.4%

University of Washington

3.4%

Grand Valley State University

3.4%

Marquette University

3.4%

Montclair State University

3.4%

New England College of Business and Finance

2.5%
Show More
Majors

Business

34.8%

Finance

11.8%

Accounting

11.8%

Management

4.0%

Communication

3.9%

Marketing

3.9%

Criminal Justice

3.4%

Psychology

2.9%

Health Care Administration

2.6%

General Studies

2.4%

Political Science

2.4%

Human Resources Management

2.4%

Legal Support Services

2.3%

Economics

1.9%

Education

1.8%

Liberal Arts

1.8%

Computer Information Systems

1.8%

English

1.6%

History

1.4%

Project Management

1.3%
Show More
Degrees

Bachelors

42.0%

Other

25.1%

Masters

14.9%

Associate

11.4%

Certificate

4.5%

Doctorate

0.8%

License

0.7%

Diploma

0.6%
Show More

Job type you want
Full Time
Part Time
Internship
Temporary

How Would You Rate The Salary Of a Funding Specialist?

Have you worked as a Funding Specialist? Help other job seekers by rating your experience as a Funding Specialist.

Top Skills for A Funding Specialist

Show More

  1. Loan Applications
  2. Financial Transactions
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Submit loan applications with recommendation for underwriting approval.
  • Initiate customer or account financial transactions and adjustments as authorized by department guidelines.
  • Promoted dealer satisfaction by promptly resolving customer service and funding issues.
  • Examine financial information and performs income calculations to determine and compare financial need for federal reimbursement.
  • Prepared and maintained contract documentation and provided information to preferred dealerships and insurance companies.

How Would You Rate Working As a Funding Specialist?

Are you working as a Funding Specialist? Help us rate Funding Specialist as a Career.

Top Funding Specialist Employers

Show More

Jobs From 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

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

Related to your recently viewed content