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Loan documentation specialist vs funding specialist

The differences between loan documentation specialists and funding specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a funding specialist has an average salary of $43,459, which is higher than the $35,946 average annual salary of a loan documentation specialist.

The top three skills for a loan documentation specialist include customer service, loan applications and real estate loans. The most important skills for a funding specialist are data entry, excellent organizational, and ACH.

Loan documentation specialist vs funding specialist overview

Loan Documentation SpecialistFunding Specialist
Yearly salary$35,946$43,459
Hourly rate$17.28$20.89
Growth rate-3%-3%
Number of jobs11,76847,806
Job satisfaction--
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 61%
Average age4244
Years of experience4-

What does a loan documentation specialist do?

A loan documentation specialist is primarily in charge of assisting clients in preparing and processing their loan applications, ensuring convenience and client satisfaction. Their responsibilities typically revolve around liaising with clients to identify their needs, explaining the extent of procedures, gathering and verifying requirements, and maintaining records of all transactions. They must also help staff in analyzing documentation and participate in training new workers. Furthermore, as a loan documentation specialist, it is essential to devise strategies to optimize documentation services, all while adhering to the company's policies and regulations.

What does a funding specialist do?

A Funding Specialist is in charge of facilitating the funding procedures of a company. They mainly function by identifying the funding needs of projects and programs, conducting extensive research and analyses, and developing plans and strategies to secure funding, all while adhering to the company's policies and regulations. Moreover, aside from planning, a funding specialist is also responsible for liaising with internal and external parties, establishing budget guidelines, preparing and processing documents, and resolving issues promptly and efficiently should any arise.

Loan documentation specialist vs funding specialist salary

Loan documentation specialists and funding specialists have different pay scales, as shown below.

Loan Documentation SpecialistFunding Specialist
Average salary$35,946$43,459
Salary rangeBetween $28,000 And $45,000Between $30,000 And $62,000
Highest paying CityEugene, ORUrban Honolulu, HI
Highest paying stateWashingtonHawaii
Best paying companyCity National BankNorthern Trust
Best paying industryFinanceFinance

Differences between loan documentation specialist and funding specialist education

There are a few differences between a loan documentation specialist and a funding specialist in terms of educational background:

Loan Documentation SpecialistFunding Specialist
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaWestern Carolina University

Loan documentation specialist vs funding specialist demographics

Here are the differences between loan documentation specialists' and funding specialists' demographics:

Loan Documentation SpecialistFunding Specialist
Average age4244
Gender ratioMale, 29.9% Female, 70.1%Male, 36.9% Female, 63.1%
Race ratioBlack or African American, 11.8% Unknown, 4.4% Hispanic or Latino, 12.3% Asian, 8.2% White, 62.9% American Indian and Alaska Native, 0.4%Black or African American, 6.4% Unknown, 4.6% Hispanic or Latino, 9.4% Asian, 8.8% White, 70.4% American Indian and Alaska Native, 0.4%
LGBT Percentage7%11%

Differences between loan documentation specialist and funding specialist duties and responsibilities

Loan documentation specialist example responsibilities.

  • Manage successful audit with FHLMC.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Review file and enter in information into the loan origination system LIS.
  • Review the loan for compliance with RESPA tolerances, TILA.
  • Generate and review, HUD, financial statements, fiscal analyses and other financial reports for property acquisition.
  • Process fees and prepare documents for closing; go over HUD-1 with clients for cash to/from close during signing.
  • Show more

Funding specialist example 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
  • Perform extensive market research in Bloomberg terminals and Capital-IQ to analyze companies.
  • Prepare PowerPoint presentations and updates of financial spreadsheets for internal and external distribution.
  • Show more

Loan documentation specialist vs funding specialist skills

Common loan documentation specialist skills
  • Customer Service, 19%
  • Loan Applications, 8%
  • Real Estate Loans, 5%
  • Underwriting Guidelines, 4%
  • FHA, 4%
  • Loan Products, 3%
Common funding specialist skills
  • Data Entry, 11%
  • Excellent Organizational, 9%
  • ACH, 7%
  • Quality Customer Service, 6%
  • Escrow, 5%
  • Loan Packages, 4%

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