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Funding Specialist

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Top 50 Funding Specialist Skills

Below we've compiled a list of the most important skills for a Funding Specialist. We ranked the top skills based on the percentage of Funding Specialist resumes they appeared on. For example, 15.2% of Funding Specialist resumes contained Loan Portfolio as a skill. Let's find out what skills a Funding Specialist actually needs in order to be successful in the workplace.

These are the most important skills for a Funding Specialist:

1. Loan Portfolio

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high Demand
Here's how Loan Portfolio is used in Funding Specialist jobs:
  • Perform monthly reconciliation of collateral reported on various internal loan portfolio systems (i.e.

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2. Loan Applications

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high Demand
Here's how Loan Applications is used in Funding Specialist jobs:
  • Entered approved auto loan applications for auto dealerships.
  • Assisted senior-level credit officers with complex loan applications.
  • Submit loan applications with recommendation for underwriting approval.
  • Processed loan applications for recreational vehicles.
  • Reviewed loan applications for accuracy.
  • Received and approved loan applications.
  • Processed loan applications, verified the student enrollment at various campuses, then disbursed funds according to the current Federal Guidelines.
  • Conduct conference calls with applicants to obtain information for loan applications and to answer questions about the process.
  • Prepare loan applications, funding documents, letters, forms, and checks, using computers.
  • Investigate red flags for fraud and assist senior-level credit officers with complex loan applications.
  • Initiate and process additional federal tax forms for loan applications over $75,000.
  • Process new vehicle loan applications for all nationwide CarMax locations.
  • Verify income, refrences, address and insurance coverage for auto loan applications.

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3. Financial Advisor

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high Demand
Here's how Financial Advisor is used in Funding Specialist jobs:
  • Executed mutual funds orders called in by financial advisors and monitored transactions to ensure accurate execution.
  • Provided instruction and interpretation on standard operations of procedures and policies to financial advisors.
  • Serviced branch client service representatives and financial advisors through Mutual Fund Reconciliation and Networking.
  • Provided internal financial advisors with mutual fund service and information
  • Assist shareholders, portfolio managers, and financial advisors with trades, account inquiries and procedural information.
  • Offer customer and operational support to Merrill Lynch Financial Advisors, Wholesalers, Marketers and shareholders.
  • Interacted as liaison between financial advisors, systems area, legal department and external vendors.
  • Responded to requests from mutual fund companies for Financial Advisor information.
  • Interacted as liaison between financial advisors and mutual fund companies.
  • Trained Financial Advisors and Regional Coordinators on Morningstar Principia.

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4. Customer Service

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high Demand
Here's how Customer Service is used in Funding Specialist jobs:
  • Provide exemplary customer service for the initiation of International and Domestic funds transfer along with basic customer inquiries.
  • Promoted dealer satisfaction by promptly resolving customer service and funding issues.
  • Maintained excellent customer service and consistently in compliance with the Large Currency Transaction and Bank Secrecy Act Procedures and Regulations.
  • Maintain a high level of customer service with commercial funding customers to answer inquiries and resolve billing and payment problems.
  • Interfaced with customer service reps, customers and carriers to insure good communication, and accurate funding/release processes.
  • Provided customer service to retail Mutual Funds Services for clients with less than $250K in company assets.
  • Provided quality customer service to the credit center and dealer network while ensuring potential risk is minimized.
  • Answer incoming calls from dealers and loan officers to provide customer service as needed.
  • Worked in a customer service environment focusing on the needs of the customer.
  • Respond to incoming inquiries through email or telephone contact to provide customer service.
  • Assisted Compliance Department in researching, reviewing and resolving customer service complaint issues.
  • Provided quality customer service when working on escalations or issues.
  • Provided and maintained high levels of quality customer service.
  • Provided exceptional customer service in person and by phone.
  • Nominated for 2010 MVP award for excellent customer service.
  • Cross-trained and backed up other customer service managers.
  • Answer Health Savings Account Customer Service Line.
  • Provided customer service to all borrowers.
  • Front desk and customer service Workshops attended, Customer service, phone etiquette, Word, Excel
  • Provided day to day customer service to our Financial Advisors with their inquiries.

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5. Data Entry

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Here's how Data Entry is used in Funding Specialist jobs:
  • Automated daily performance analysis, eliminated repetitive data entry, and improved administrative efficiency.
  • Completed data entry and filing of confidential records and documents according to customary standards.
  • Conducted weekly data entry audits and notified managers of discrepancies.
  • Prepared GL tickets and data entry to PC application software of this information and subsequent processing and balancing of all entries.
  • Transfer funds into the accounts after compliance verification then ship the entire file to the booking area for data entry.
  • Verified life insurance policies, processed loans, issue payments, data entry, telemarketing/sales, and new employee training.
  • Audit new loan files for accurate data entry and proper documentation; prepares file for quarterly and monthly substitution funding.
  • Assisted with all administrative tasks including (filing, memos, data entry, etc.)
  • Performed administrative functions such as handling phones, filing, faxing, copying and data entry.
  • Saved over $3,000 monthly on dealer contracts through superior organizational and data entry skills.
  • Verify and Validate Data entry and Inputs remaining loan information in funding system.
  • Perform Data Entry and Discounting of new contracts.
  • Review incoming fax referrals, Data Entry.
  • Complete data entry with high accuracy.
  • Performed data entry on Warrington Financial System.

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6. Phone Calls

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Here's how Phone Calls is used in Funding Specialist jobs:
  • Provided guidance for advanced shareholder phone calls, clarification of procedures, questions pertaining to shareholder accounts and writing account adjustments.
  • Performed countless Retail Collateral Verification Phone Calls.
  • Answer phone calls and give requested information to family members inquiring about procedures on sending and reception on funds to inmate.
  • Make phone calls out to customers to complete welcome calls and verify employment, insurance, and also calculate income.
  • Listen to telephone calls from the call center department to assure that proper information is provided to shareholders.
  • Responded to several phone calls per day answering customer questions regarding the wire transfer process.
  • Answer inbound phone calls from shareholders and representatives daily related to their Mutual Fund accounts.
  • Maintained contact with customers by phone calls, written correspondence, or in person.
  • Answer in-bound phone calls and return phone calls in a pleasant and efficient manner.
  • Handled a high volume of incoming telephone calls and correspondence research.
  • Attend meetings to discuss several telephone calls that are graded.
  • Assisted with phone calls to delinquent accounts.

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7. Company Policies

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high Demand
Here's how Company Policies is used in Funding Specialist jobs:
  • Review and verify all document information ensuring contracts and documents are conforming to state laws, company policies, and guidelines.
  • Reviewed and verified all vendor work and income verification for an application to ensure correct level of concurrence with company policies.
  • Reviewed signed loan documents to maintain compliance with federal, state and local law and Company policies and procedures.
  • Reviewed and verified auto contracts for accuracy, completeness and compliance with Federal/ State laws and company policies.
  • Ensured loan package is complete and in compliance with department requirements, company policies and lending laws.
  • Managed multiple client inquiries Ability to multi-task Team player Responsible for adhering to SOP's and company policies.

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8. ACH

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Here's how ACH is used in Funding Specialist jobs:
  • Prepared a funding analysis using pivot tables and weighted average formulas for each lenders specified criteria.
  • Selected as Top Coach for new associates, accelerating team member knowledge of mutual fund products, procedures, and systems.
  • Reviewed each loan to make sure all wire amounts and wire information is entered correctly prior to submitting to accounting department
  • Achieved 100% in compliance, policy & procedures on monthly quality assurance reviews for three months in 2013.
  • Conducted quarterly and yearly performance evaluations and provided performance coaching and feedback to staff on an ongoing basis.
  • Stayed up-to-date with the constant transition of becoming educated with new funding guidelines for each Government Agency.
  • Communicate with dealerships in order to maintain satisfaction and ensure quality for each BMW customer.
  • Cross trained and provided back up in the areas of draft processing and ACH.
  • Processed substitution loans according to each lenders guidelines in reference to defaulted loans.
  • Process ACH payments and issue direct pays according to client's policies.
  • Reached out to shareholder when forms submitted were not in good order.
  • Assisted funding team in reaching 1,000 closed refinance loans in one month.
  • Worked with lenders to achieve 0% delinquency in troubled loans.
  • Acquired a large pipeline to successfully achieve my goal.
  • Learned techniques to achieve optimal results in stressful situations.
  • Achieved a quality rating of 96.3%
  • Arranged for credit card processing transfers and ACH transactions Forwarded information and portfolios to underwriters and different lending institutions.
  • Reviewed missing TIN report at the end of each month, making sure all Business Accounts have Tax ID Numbers.
  • Trained and mentored loan closers to achieve the highest level of quality with their loan applications.
  • Use of Unifi Software and adding machines to validate loans in the proper fashion.

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9. Current Knowledge

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Here's how Current Knowledge is used in Funding Specialist jobs:
  • Maintain current knowledge of medical coding and insurance laws and policies.
  • Maintained current knowledge of mutual fund industry.

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10. Wire Transfers

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high Demand
Here's how Wire Transfers is used in Funding Specialist jobs:
  • Performed research of all bad debt accounts, outstanding checks, statements, bank information and all wire transfers including ACH.
  • Monitored the status of wire transfers; Research disputes and suspicious or fraudulent issues in accordance with regulations in place.
  • Coordinated the setup of wire transfers through the Lakewood program for loans ranging from $80,000 to $1,000,000.
  • Coordinated, authorized all wire transfers as well as all funds in and out of the office.
  • Processed deposits including personal and business checks, credit card payments, wire transfers, and ACH.
  • Coordinated a daily average of 10-15 ACH/ Wire Transfers to and from domestic and international shareholders.
  • Processed wire transfers, reconciled share balances, updated daily rates and retained records.
  • Assured wire transfers are not sent or received from sanctions countries or person.
  • Maintained warehouse line of credit and requested wire transfers for loan funding.
  • Created manual wire transfers along with finalizing outgoing funds transfer.
  • Processed the firm's fed wire transfers and deposits.
  • Calculated wire transfers for scheduled closing dates.
  • Wire Transfers - Initiation & Receipt.
  • Analyzed and processed incoming, outgoing claims transactions Facilitated accurate and timely settlement of domestic and international wire transfers.
  • Perform wire transfer investigations, International wire transfers and drawdown notifications.
  • Ensured lender stipulations were met after loan closings Arranged wire transfers from banks to company accounts for disbursement.
  • Provided confirmation of wire transfers and detailed closing information to Loan Officers and Financial Advisors.
  • Processed ACH transfers and federal tax payments; processed domestic and foreign wire transfers.

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11. Financial Statements

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Here's how Financial Statements is used in Funding Specialist jobs:
  • Prepared investor capital calls, distributions, financial statements and capital statements.
  • Reviewed and adjusted team members' portfolios, financial statements and expense reports.
  • Audited financial statements, procedures, and trades to resolve issues.
  • Maintained all client records, financial statements, and bank reconciliations.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Calculated borrower financial such as income and wages utilizing tax returns, paystubs, and other financial statements.

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12. Escrow

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Here's how Escrow is used in Funding Specialist jobs:
  • Maintained loan processing pipeline, successfully communicated with loan officers, escrow companies and borrowers.
  • Confirm updated escrow information, and final disbursements to creditors.
  • Prepared Initial Escrow Disclosure Statements.
  • Stacked funding packages, signed off conditions per underwriter's request, contacted Title and Escrow Companies for release of funds.
  • Resolved complex title, escrow and recording issues to resolve any defects that may have affected the final policy and/or recording.
  • Work diligently and efficiently to ensure timely delivery of Closing Disclosure and loan document to escrow while meeting department turn times.
  • Create, verify and send out closing documentation to attorney, title or escrow companies for smooth and effective closing.
  • Audit files and reconcile calculations or errors with Escrow Accounting to ensure files are balanced and can be funded timely.
  • Maintained open lines of communication with Escrow staff and branch personnel regarding a variety of questions or potential issues.
  • Order Final HUD 1's with escrow companies after funding for audit to ensure final funding figures are correct.
  • Reviewed signed loan documents for correct signatures, notary information, title reports and escrow instructions.
  • Fund completed loan and wire the proceeds to escrow company or overnight checks to appropriate parties.
  • Communicated with borrower regarding payoff loan policies, title policies, and escrow holding policies.
  • Send final figures and overage of money back to the Escrow Company and/or the borrower.
  • Managed the closing and finalization of individual loan documentation and processing loan funds to Escrow.
  • Reviewed insurance documents, HUD and proper escrows collected at closing.
  • Calculated preliminary escrows and fees prior to funding.
  • Communicate internally and externally with other departments, closing agents, and escrow compa
  • Verify escrow-closing instructions to wire instructions for accurate accounting before wi- ring the fund.
  • Document Preparation Lead Worked directly with Broker s and Title/Escrow.

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13. Title Companies

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high Demand
Here's how Title Companies is used in Funding Specialist jobs:
  • Work closely with colleagues, title companies, and county recorders, outside and inside counsel to resolve all outstanding issues.
  • Communicated with title companies and internal customers of items missing or needed to ensure a file has all documentation in place.
  • Provided clients, title companies and attorneys with immediate communication in order to resolve complex issues relating to shortages.
  • Prepared all loan documents, coordinated closing with title companies, reviewed files and executed funding of loans.
  • Collaborated with various title companies to obtain signed closing documents and other related paperwork for compliance purposes.
  • Communicated with escrow/title companies, Mortgage Bankers, Loan Processors, brokers, and other third parties.
  • Interacted daily with Account Executive Underwriting, Title Companies, Attorneys and other 3rd party vendors.
  • Review closing packages to insure all required docs present before releasing money to title companies.
  • Helped Escrow & Title Companies to balance so that funds are properly disbursed and closed.
  • Worked with escrow agents, title companies and loan brokers to complete funding requirements.
  • Contacted brokers, attorneys, and title companies as needed to complete files.
  • Provided customer service to title companies and other Citibank departments.
  • Balanced final figures on settlement statements with title companies.
  • Worked with mortgage brokers, title companies and investors.
  • Worked with brokers, title companies, and customers.
  • Wired monies to title companies for loans distribution.
  • Approved Title companies, Appraisal Companies and Attorneys.
  • Work closely with processors, Title companies and escrows
  • Set Closing with branches or title companies.
  • Wire money to title companies, agents and brokers on mortgage transactions.

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14. General Ledger Accounts

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high Demand
Here's how General Ledger Accounts is used in Funding Specialist jobs:
  • Verify, balance and confirm General Ledger accounts with Internal Audit to ensure accuracy and correct discrepancies.
  • Managed and oversaw the reconciliation of general ledger accounts in a timely and accurate manner.
  • Balanced general ledger accounts, repayment fees and offsetting entries to the general ledger.

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15. Fund Companies

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Here's how Fund Companies is used in Funding Specialist jobs:
  • Functioned as a transfer agent for multiple mutual fund companies in a call center environment catering to individual shareholders and broker/dealers.
  • Participated as a dynamic team of individuals who work together to provide excellent customer service for several mutual fund companies.
  • Interacted with mutual fund companies via phone to obtain overnight mailing addresses in order to mail out transfer forms.
  • Acted as intermediary for five different mutual fund companies, share holders, and independent brokerage firms.
  • Called mutual fund companies to verify if mutual fund shares were transferred to the new broker dealer.
  • Answer fund specific questions about performance, holdings and strategies for over 30 mutual fund companies.
  • Initiated trades with various mutual fund companies to ensure transactions were successfully completed.
  • Acted as a liaison between mutual fund companies and various broker dealers.
  • Researched discrepancies between internal systems of record and mutual fund companies.
  • Maintained relationships between sales desk and Mutual Fund companies.
  • Communicate with various mutual fund companies.
  • Processed loss and indemnification letters to fund companies for corrections of transactions executed directly at Fund Company.
  • Served as liaison between non-proprietary mutual fund companies and advisors in problem resolution.
  • Work directly with dozens of mutual fund companies to ensure proper contract and contact information are correct for revenue sharing agreements.
  • Processed rep to rep block transfers, advisor address changes and ensured requests were completed accurately at Mutual Fund Companies.
  • Reconciled Mutual Fund Accounts Paid out dividends to fund companies Utilized Excel to prepare monthly spreadsheets Researched and cleared rejects
  • Print report monthly for breakpoint information between Lipper and Surpas and send discrepancies to fund companies and our Surpas team.

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1 Fund Companies Jobs

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16. Hud-1

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Here's how Hud-1 is used in Funding Specialist jobs:
  • Work with HUD-1 and determine funding amount, and propose enhancements to existing processes and procedures to improve operating efficiency.
  • Determined if taxes were calculated correctly and fees were correctly reflected on the Tax Information Sheet and HUD-1 Settlement Statement.
  • Balanced HUD-1 before sending the wire or authorizing funding and resolve post-closing issues.
  • Reviewed all types of HUD-1 within the guidelines of government rules and regulations
  • Reviewed title, Appraisal, HUD-1 and all legal documentation.
  • Review of HUD-1 settlement statement for accuracy and approval.
  • Review of final Hud-1 for completeness & accuracy.
  • Reviewed approved HUD-1 settlement statement from closing agent.
  • Balanced estimated HUD-1 and requested wires.
  • Audit closers Hud-1 to approve or deny.
  • Balanced and approved HUD-1's prior to funding Disbursed loan funds Responded to telephone/email inquiries.

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17. Accurate Credit Investigation

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Here's how Accurate Credit Investigation is used in Funding Specialist jobs:
  • Perform accurate credit investigation, analysis, verifications, and audit of all documentation required to complete the lease funding processes.

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18. Approval Terms

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Here's how Approval Terms is used in Funding Specialist jobs:
  • Perform account investigations with Funding Manager including Relationship Specialist and supervisors for approval terms.
  • Conduct professional phone calls with customers and others to validate employment, insurance, collateral, and other approval terms.
  • Validate employment, income, insurance, collateral, and other approval terms.
  • Understand loan approval terms and ensure documentation and verifications meet with approval terms ad comply with corporate policy and procedures.

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19. Business Owners

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Here's how Business Owners is used in Funding Specialist jobs:
  • Developed a sales network by engaging in pro-active solutions oriented relationships with business owners in a specific geographic area.
  • Obtained required or missing documentation and facilitate communications with business owners.
  • Worked with small and medium business owners seeking working capital for projects, inventory, staff augmentation and/or other business improvements.
  • Present offers and analysis to the business owners, and work with the management team on closing deals.
  • Receive incoming calls from business owners with inquiries regarding (business loan) alternative lending.
  • Developed and implemented social media tools and services to create networks with business owners.
  • Expanded local business owners' understanding and use of CAN-Capital's B2B capital products.
  • Originate and coordinate business loans with business owners through calls, emails and fax.
  • Provided business owners with working capital in the form of unsecured loans.
  • Assisted business owners who were requesting grant funds to prevent business closing.
  • Encourage business owners to complete pre-application, and send in recent bank statements, and merchant statements for review.
  • Helped small business owners find the best financial solution for their business in the alternative business loan industry.
  • Worked with small business owners to create customer profiles toobtain funding approval.
  • Assisted business owners in obtaining a business loan for working capital.

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20. Account Maintenance

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Here's how Account Maintenance is used in Funding Specialist jobs:
  • Handle correspondence concerning account maintenance and ensuring the proper forms are completed accurately.
  • Account maintenance, daily transactions, bank settlements, account balancing, and reconciliations.
  • Accept and process transactions, account maintenance requests, and requests for fund literature.
  • Handled share holder balance and transaction inquiries and account maintenance.
  • Recognized for stellar customer relations Assisted callers with trades, general account inquiries and processing account maintenance request increasing customer satisfaction.
  • Performed account maintenance at the request of shareholders or advisors via mail or telephone with the utmost confidentiality and integrity.
  • Process purchases, redemptions, exchanges & account maintenance in response to critical deadlines.
  • Accepted and processed transactions and fulfillment orders, and performed account maintenances.

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21. External Customers

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Here's how External Customers is used in Funding Specialist jobs:
  • Processed domestic and international electronic funds transfer for internal and external customers in compliance with regulatory restrictions.
  • Develop and maintain productive working relationships with internal and external customers.
  • Provide customer service to internal and external customers.
  • Maintain high levels of communication with internal and external customers via phone, email, and system documentation.
  • Act as a technical resource to internal and external customers of the Collaborative on escalated claim issues.
  • Maintained stellar customer service with borrowers, and other internal and external customers.
  • Maintain great communication with internal and external customers through the loan process.
  • Work Service Requests for internal and external customers.
  • Communicated with payers regarding any issues or changes; Responded to all internal and external customers in a timely manner.
  • Cultivated a consistent and high level of communication with internal and external customers via all sources of communication (i.e.
  • Adjusted fed fund fees and provided customer service to internal and external customers.

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22. FHA

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Here's how FHA is used in Funding Specialist jobs:
  • Cleared conditions required for purchase by the investor Assembled files and cleared conditions for loans to be insured by FHA/VA/WHEDA
  • Audited Conventional, VA, and FHA loans to ensure that all underwriting and at closing conditions were met.
  • Used the FHA connection to retrieve FHA numbers as well as disbursing funds to FHA for FHA insurance.
  • Experienced with Conventional, FHA, VA, USDA and WA State Bonds documentation for funding.
  • Ensured loan compliance with Freddie Mac, Fannie Mae, private investor requirement and FHA.
  • Prepare and review closing documentation for FHA VA, Conventional and USDA loans.
  • Experienced in Closing and Funding FHA, VA and Conventional loans.
  • Research and clear quality issues for FHA and conventional loans.
  • Reviewed and cleared funding condition for Conventional and FHA loans
  • Reviewed FHA and conventional loan documents to authorize funding.
  • Complete and ship FHA insuring packages.
  • Supervised the Closing/Funding and New Construction Closing/Funding Department Working knowledge with FHA, VA, Conventional and New Construction mortgage loans.
  • Worked with FHA, VA, HUD, FHLMC and FNMA loans Reviewed all documentation and critical loan documents for compliance.
  • Manage FHAPMI/Wholesale/Retail workflow to meet SLA requirements to clear conditions for loans to close on time.
  • Funded wholesale home loans, Conv, VA, FHA using funding guidelines set forth.
  • Provide accounting with supporting documents for payments and late fee payments for VA/FHA/Refi loans.
  • Managed a closing pipeline that included purchases and refinances conventional, FHA, VA, Fannie Mae and Cema loans.

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23. State Regulations

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Here's how State Regulations is used in Funding Specialist jobs:
  • Researched and reconstructed accounts for accuracy and compliance with applicable Federal and State Regulations.
  • Worked efficiently to meet departmental goals, assuring full compliance of loan package while following state regulations and time frames.
  • Ensured the contract late charge assessment complied with state regulations to correctly establish the loan in the servicing system.

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24. Special Projects

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Here's how Special Projects is used in Funding Specialist jobs:
  • Participated in special projects received from specific management companies.
  • Assisted in special projects affecting or revising the funds transfer accounting standards or policies interfacing general ledgers.
  • Participated in special projects if needed, assisted team in meeting objectives and monthly goals.
  • Assisted with special projects and in testing for system upgrades to further electronically trading capabilities.
  • Assisted the management staff with special projects, developed and initiated from my observations.
  • Advised other groups on GL and fund problems; supported manager with special projects.
  • Provided administrative support for Program and Sales Managers and assisted with special projects.
  • Assist with special projects to update retirement guidelines and employer literature.
  • Complete other duties and special projects as assigned.
  • Perfect security interest, titling, and insurance certification for financed equipment Assist with special projects as required.
  • Perform special projects, create analytical reports, provide supplemental analysis, and assume certain responsibilities as needed.
  • Work on special projects that included processing 500+ refunds to overpayments on accounts.
  • Assist with special projects as required (ie.

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25. External Entities

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Here's how External Entities is used in Funding Specialist jobs:
  • Collaborated with external entities including consumers, dealers to validate employment, income, insurance, collateral and other approval terms.
  • Communicate both written and verbally, with dealers, credit center employees, management and external entities.
  • Review motor vehicle contract documents* Conduct verifications with external entities* Written and verbal communication with dealers
  • Conduct direct verifications with external entities including consumers, dealers and others to validate employment, income, or insurance.
  • Conduct verifications with external entities to validate employment, income, insurance, collateral, and other approval terms.
  • Perform all needed verifications with the external entities to satisfy all requirements and document effectively of all verifications performed.

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26. New Accounts

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Here's how New Accounts is used in Funding Specialist jobs:
  • Generated new accounts through inbound/outbound calls consultative sales approach.
  • Analyze various shareholder mutual funds requests including new accounts, subsequent purchases, maintenance and qualified plan transactions.
  • Contacted mutual fund agents to establish new accounts and invest or redeem funds for existing clients.
  • Processed applications to establish new accounts and various documents to effect changes to client investment accounts.
  • Assisted in opening new accounts and creating 1099's for tax reporting.
  • Facilitated trades, new accounts and transfers on DST's proprietary system.
  • Set up new accounts and execute electronic transfer to fund deal.
  • Negotiate applications and checks for industry compliance and open new accounts.
  • Established new accounts and processed requests for account statements and deposit verifications.
  • Processed new accounts, purchases, redemptions, exchanges, Legal trades, IRA s and account maintenance.
  • Process new accounts, purchases, redemptions, exchanges, and account maintenance.

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27. Credit Reports

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Here's how Credit Reports is used in Funding Specialist jobs:
  • Analyzed credit reports and submissions to insure a borrower meets minimum requirements under corporate underwriting guidelines.
  • Obtained credit reports, flood determination reports and appraisal information.
  • Submitted credit applications and carefully verified all credit reports.
  • Ordered UCC searches, tax lien and judgment searches, certificates of good standing, background searches and credit reports.
  • Reviewed borrowers' credit reports, loan programs, product guidelines, and filtered underwriting inquiries.
  • Analyze credit and uncover fraud or red flags in credit reports.
  • Analyze and review credit reports for prime and non-prime loans.
  • Analyzed 300+ Credit Reports daily Proficient office management, including data entry, phone needs, customer verification, and logistic needs
  • Pull Experian credit reports, process revision in loan terms, request and mail ARM change letters.

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28. Ensure Accuracy

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Here's how Ensure Accuracy is used in Funding Specialist jobs:
  • Monitored and researched the daily balances of all accounts, when necessary performed accounting corrections/updates to ensure accuracy of records.
  • Managed and maintained client accounts to ensure accuracy and complete information.
  • Examine documentation to ensure accuracy and compliance with existing underwriting guidelines.
  • Balance general ledger daily to prevent fraudulent activity and ensure accuracy.
  • Review contracts to ensure accuracy for final verification.
  • Provided data entry and contract analysis to ensure accuracy of information for key accounts and contracts.
  • Work with dealers and other associates to ensure accuracy and timely completion of discounting functions.
  • Matched receipts with input to ensure accuracy and prepare securities for safekeeping.
  • Reviewed loan input to ensure accuracy and correct input errors.
  • Implemented check list to ensure accuracy on funding file.
  • Conducted audits of post-closing paperwork to ensure accuracy subsequent to being signed by the borrower.

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29. Ensure Compliance

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Here's how Ensure Compliance is used in Funding Specialist jobs:
  • Review all portfolio accounts and perform reconciliations to ensure compliance with corporate and regulatory policies.
  • Developed internal processing schedule for state unclaimed property filings to ensure compliance with reporting deadlines.
  • Reviewed accounts to ensure compliance monitoring for market timing, anti-money laundering, commission processing and mutual fund companies reclaims.
  • Send out Initial Disclosures and COC/GFE's for all Retail loans in Pipeline to ensure compliance with Federal Regulations.
  • Review, analyze, validate, and process all funding packages to ensure compliance with internal policies.
  • Review clients account to ensure compliance with company policy, program guidelines and credit stipulations.
  • Assisted Compliance Department in various aspects of NASD audits to ensure compliance with industry regulations.
  • Work hard to ensure compliance with all bank and regulatory policies and procedures.
  • Practiced quality assurance to ensure compliance with HIPPA, CLIA and OSHA regulations.
  • Reviewed all documentation to ensure compliance with all internal polices.
  • Run all wires through OFAC System to ensure compliance.
  • Reviewed contracts to ensure compliance with bank loan policies.
  • Review loans to ensure compliance with bank, regulatory and investor guidelines to determine acceptability.
  • Performed pre-closing reviews of Commercial Loan Documentation to ensure compliance with loan policy, regulations and standards.
  • Reviewed documentation to ensure compliance was metFunded loans after quality reviewSubmitted loan to closers for corrections

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30. Outbound Calls

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Here's how Outbound Calls is used in Funding Specialist jobs:
  • Handled both inbound and outbound calls from applicant inquiring about the status of their auto loan application.
  • Completed on average 400 daily outbound calls generating 5-10 new applications.
  • Make anywhere between 100-150 outbound calls daily.
  • Generate new business via inbound/outbound calls.
  • Manage inbound and outbound calls.
  • Complete inbound and outbound calls to individuals with regards to financing automobiles in high volume inbound/outbound call center environment.
  • Communicated with Retailers and Sales and Marketing managers by answering questions via inbound calls and making outbound calls.
  • Manage 100+ inbound and outbound calls Maintain good relationships with customers and dealerships.
  • Manage 100+ inbound and outbound calls Maintain an excellent relationship with dealerships/customers.
  • Respond to incoming and make outbound calls for patients, primary contacts, case managers and healthcare providers regarding co-pay assistance.

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32. Financial Transactions

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Here's how Financial Transactions is used in Funding Specialist jobs:
  • Maintained accountability and internal controls over trust assists by executing financial transactions daily, weekly and monthly.
  • Initiate customer or account financial transactions and adjustments as authorized by department guidelines.
  • Processed financial transactions by converting email requests to standardized tracking tickets
  • Initiated customer/account financial transactions and adjustments per department guidelines.
  • Maintained accuracy on all financial and non-financial transactions, ensuring fulfillment of group work standards.
  • Processed accurate financial transactions on client's and businesses accounts alike.
  • Audit new originations to ensure financial transactions are booked properly.
  • Executed financial transactions such as, exchanges and redemptions within a minimal error ratio.

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33. Financial Institutions

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Here's how Financial Institutions is used in Funding Specialist jobs:
  • Processed Verification of Deposit forms for outside financial institutions.
  • Structured deals and negotiated with financial institutions to get deals financed and funded.
  • Handled Automatic Clearing House (ACH) wires among customers and financial institutions.
  • Researched and recalled wire transfers with other financial institutions according to their requests.
  • Handled and processed Daily ACAT transfer functions between Financial Institutions.
  • Worked with various other financial institutions to ensure necessary liens and waivers filed in a timely manner.

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34. Pertinent Information

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Here's how Pertinent Information is used in Funding Specialist jobs:
  • Maintain the confidentiality of pertinent information and records by promoting the highest level of integrity.
  • Maintain security and confidentiality of pertinent information and records.
  • Prepare the disbursement transmittal and documentation for equipment financing Input all pertinent information into tracking system
  • Communicated with dealers requesting pertinent information/documents needed to effectively finance loans.
  • Maintained the security and confidentiality of pertinent information and records, as well as completing other duties and special projects as assigned

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35. ATM

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Here's how ATM is used in Funding Specialist jobs:
  • Created a letter template sent out to all WSFS ATM customers advising of additional services.
  • Monitored system operations and status of 2000 on-line ATM's located in 22 states.
  • Managed project to train and provide guidance to 386 stores for ATM conversion.
  • Contacted delinquent accounts for payments, setup ATM requests and drafted transmissions.
  • Reviewed and process all ACH/Share draft/ ATM Debit/ Credit disputes.
  • Lead project to install new ATM s throughout the valley.
  • Reviewed all exception items from ACH/ATM/DEBIT/CREDIT edit and post.
  • Developed ability to work in a fast pace atmosphere.
  • Handled customer service inquiries concerning ATM transactions.
  • Reconcile branch ATM on a daily basis.
  • Funded customers ATM replenishment via correspondent banks and reconciled daily.
  • Assisted with state escheatment filings and lost shareholder processes with regard to SEC Rule 17Ad-17 requirements.
  • Outsourced lost shareholder location functions and state escheatment processing and filings to an outside vendor.
  • Balanced ATMS daily including offsite locations, verify deposits, and cash dispensed received.
  • Researched ACH payments and balance discrepancies provided by the Transfund ATM servicers.
  • Processed escheatment letters from clients of uncashed checks.

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36. Customer Accounts

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Here's how Customer Accounts is used in Funding Specialist jobs:
  • Performed posting of maintenance financial transactions to customer accounts and verified accuracy.
  • Track and monitor customer accounts accuracy.
  • Process adjustments/reconciliation of customer accounts.
  • Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
  • Processed security trade transactions within Trust customer accounts, as well as balancing holdings within accounts and asset set-ups.
  • Establish new customer accounts, transfers, exchanges, redemption, S.W.P.

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37. Client Relationships

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Here's how Client Relationships is used in Funding Specialist jobs:
  • Collaborated with various internal functional groups to support client relationships.

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38. Internal Departments

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Here's how Internal Departments is used in Funding Specialist jobs:
  • Interact with clients, consulting teams, and other internal departments to ensure effective communication regarding implementation of investment decisions.
  • Communicated specific details of needed account corrections to internal departments.
  • Completed trend analysis and provide feedback to internal departments.
  • Resolve any closing issues by communicating with Closing Agents, Real Estate Agents and Internal departments.
  • Support internal departments in the review and cashing of contracts.

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39. Small Business

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Here's how Small Business is used in Funding Specialist jobs:
  • Worked in commission sales for a small business funding company that has provided over 15,000 small business loans since 2000.
  • Communicate with brokers regarding small business loan request applications and address concerns regarding the request for funds.
  • Process and prepare New Logic Small Business Loan and Merchant Cash Advance applications/files for underwriting submission.
  • Perform credit investigations and debt to income calculations to secure working capital for small businesses.
  • Executed small business funding, performed processing tasks as well as basic underwriting work.
  • Provided working capital cash advance loans to small business's across the nation.
  • Make calls to warm leads interested in small business funding.
  • Prepared loan documentation for Small Business Loans > $500M.
  • Interview loan applicants for small businesses by phone.
  • Averaged 300k-500k in small business funding individually.
  • Fund Manager: Specialized in all aspect of unsecured loan for small businesses.

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40. Outstanding Balances

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42. CRM

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Here's how CRM is used in Funding Specialist jobs:
  • Utilized CRM database to pull data for fund reports and Solomon to create fund fact sheets for funds.
  • Maintained end to end sales financing and funding process for all car deals and managed dealership CRM tool.
  • Used CRM tools to report on efforts and results of sales activities.
  • Utilized CRM program, email calanders, and Excel spreadsheets to maximize efficiency and increase customer contact.
  • Implemented, programmed, and managed auto-dialer and CRM system for company.
  • Update company's CRM database .

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43. Computer System

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Here's how Computer System is used in Funding Specialist jobs:
  • Enter service requests into computer system with appropriate documentation.
  • Assist the Trust Fund Supervisor to resolve any computer system malfunction.
  • Post payments/advances to the computer system
  • Work collaboratively with staff within multiple departments to maintain funding data on a computer system in accordance with pre-defined processes.
  • Fax out application Completes the data entry of all information into the computer system.
  • entered all information given during verifications into computer system.

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44. Insurance Companies

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Here's how Insurance Companies is used in Funding Specialist jobs:
  • Coordinated communication and paperwork between funeral homes and insurance companies to relieve the burden of funeral expenses for families
  • Prepared and maintained contract documentation and provided information to preferred dealerships and insurance companies.
  • Maintained positive relationships with 25+ preferred dealerships nationwide, funding institutions and insurance companies
  • Collect stips from customers to send to appropriate banks, collect funds, communicate with banks and insurance companies.

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45. Sales Goals

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Here's how Sales Goals is used in Funding Specialist jobs:
  • Implemented tracking system to ensure monthly sales goals with lenders had been met.
  • Advanced sales goals by obtaining monthly bank and merchant statements.
  • Maintained and achieved sales goals monthly.

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46. Federal Regulatory Requirements

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Here's how Federal Regulatory Requirements is used in Funding Specialist jobs:
  • Maintain current knowledge of the company operating policies and procedures with state and federal regulatory requirements.
  • Maintain current knowledge of state and federal regulatory requirements relating to contract documentation and lien perfection.
  • Maintain current knowledge of state and federal regulatory requirements.
  • Maintain current knowledge of state and federal regulatory requirements Maintain the security and confidentiality of pertinent information and records.

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47. Monthly Reports

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Here's how Monthly Reports is used in Funding Specialist jobs:
  • Terminated all inactive accounts and maintained monthly reports.
  • Produced and presented accurate monthly reports.
  • Prepared ICI monthly reports - detailed analysis of portfolio's cash activity/flows, assets and liquidity.
  • Monitored and cleared monthly reports specific to Commercial loan processing and employee performance.
  • Reconcile trust account and provide various monthly reports to management.

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48. Settlement Statements

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Here's how Settlement Statements is used in Funding Specialist jobs:
  • Reconciled and balanced HUD-1 settlement statements to ensure correct loan proceeds were disbursed.
  • Submitted clear to close files to the Closing Department and reviewed settlement statements.
  • Processed final HUD-1 settlement statements.
  • Balanced settlement statements with lender deposits to ensure accuracy Verified all necessary borrower accounts and debts were paid in full

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49. External Clients

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Here's how External Clients is used in Funding Specialist jobs:
  • Assisted Financial Administration in preparing financial books for external clients.
  • Completed month-end reporting requirements for internal and external clients.
  • Serve as a point of contact for internal and external clients Provide telephone support for both retail and institutional level shareholders.
  • Participated in confirming with external clients various Swaps such as Credit Default, IRS, and Fed Fund.
  • Served as a point of contact for internal and external clients within an ISO 9001 work environment.
  • Focused on building and improving relationships with internal business partners, and external clients.
  • Researched, analyzed and responded to inquiries from internal departments and external clients.
  • Serve as a point of contact for internal and external clients.
  • Provide excellent customer service to both internal and external clients.
  • Handled diverse communications amongst internal and external clients at all levels.

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50. New Dealers

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Here's how New Dealers is used in Funding Specialist jobs:
  • Designed and implemented marketing materials; increasing sales and forming relationships with new dealers.

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Funding Specialist Jobs

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20 Most Common Skills For A Funding Specialist

Loan Portfolio

20.0%

Loan Applications

13.5%

Financial Advisor

13.4%

Customer Service

12.4%

Data Entry

4.6%

Phone Calls

3.1%

Company Policies

2.8%

ACH

2.7%

Current Knowledge

2.7%

Wire Transfers

2.6%

Financial Statements

2.6%

Escrow

2.6%

Title Companies

2.5%

General Ledger Accounts

2.4%

Fund Companies

2.2%

Hud-1

2.2%

Accurate Credit Investigation

2.2%

Approval Terms

1.8%

Business Owners

1.8%

Account Maintenance

1.8%
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Typical Skill-Sets Required For A Funding Specialist

Rank Skill
1 Loan Portfolio 15.2%
2 Loan Applications 10.3%
3 Financial Advisor 10.1%
4 Customer Service 9.4%
5 Data Entry 3.5%
6 Phone Calls 2.3%
7 Company Policies 2.1%
8 ACH 2.1%
9 Current Knowledge 2.0%
10 Wire Transfers 2.0%
11 Financial Statements 2.0%
12 Escrow 2.0%
13 Title Companies 1.9%
14 General Ledger Accounts 1.9%
15 Fund Companies 1.7%
16 Hud-1 1.7%
17 Accurate Credit Investigation 1.7%
18 Approval Terms 1.4%
19 Business Owners 1.3%
20 Account Maintenance 1.3%
21 External Customers 1.3%
22 FHA 1.3%
23 State Regulations 1.3%
24 Special Projects 1.3%
25 External Entities 1.3%
26 New Accounts 1.1%
27 Credit Reports 1.1%
28 Ensure Accuracy 0.9%
29 Ensure Compliance 0.9%
30 Outbound Calls 0.9%
31 Legal Documents 0.8%
32 Financial Transactions 0.8%
33 Financial Institutions 0.7%
34 Pertinent Information 0.7%
35 ATM 0.7%
36 Customer Accounts 0.7%
37 Client Relationships 0.7%
38 Internal Departments 0.7%
39 Small Business 0.6%
40 Outstanding Balances 0.6%
41 NAV 0.6%
42 CRM 0.6%
43 Computer System 0.6%
44 Insurance Companies 0.6%
45 Sales Goals 0.6%
46 Federal Regulatory Requirements 0.6%
47 Monthly Reports 0.5%
48 Settlement Statements 0.5%
49 External Clients 0.5%
50 New Dealers 0.5%
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