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Mortgage specialist vs funding specialist

The differences between mortgage 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 $38,757 average annual salary of a mortgage specialist.

The top three skills for a mortgage specialist include customer service, residential mortgage loans and origination. The most important skills for a funding specialist are data entry, excellent organizational, and ACH.

Mortgage specialist vs funding specialist overview

Mortgage SpecialistFunding Specialist
Yearly salary$38,757$43,459
Hourly rate$18.63$20.89
Growth rate-3%-3%
Number of jobs26,47147,806
Job satisfaction--
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 61%
Average age4244
Years of experience4-

What does a mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

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.

Mortgage specialist vs funding specialist salary

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

Mortgage SpecialistFunding Specialist
Average salary$38,757$43,459
Salary rangeBetween $29,000 And $51,000Between $30,000 And $62,000
Highest paying CityOakland, CAUrban Honolulu, HI
Highest paying stateWashingtonHawaii
Best paying companyCitiNorthern Trust
Best paying industryFinanceFinance

Differences between mortgage specialist and funding specialist education

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

Mortgage SpecialistFunding Specialist
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaWestern Carolina University

Mortgage specialist vs funding specialist demographics

Here are the differences between mortgage specialists' and funding specialists' demographics:

Mortgage SpecialistFunding Specialist
Average age4244
Gender ratioMale, 39.3% Female, 60.7%Male, 36.9% Female, 63.1%
Race ratioBlack or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% 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 mortgage specialist and funding specialist duties and responsibilities

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • 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

Mortgage specialist vs funding specialist skills

Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%
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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