Funding Manager Resume Samples

A Funding Manager generally oversees mutual funds and pensions and manages their direction. The most common work activities seen on the Funding Manager Resume include – managing the team of investment analysts, meeting team members; taking responsibility for the success of the fund, studying the financial industry and the economy; making key decisions with the fund’s goals; determining stocks, bonds, and other securities; overseeing client money; taking responsibility for implementing the funds’ investment strategy; overseeing mutual funds or pensions; and making vital investment decisions.

Key skills needed to execute the job description include the following – experience in maintaining the quality of credit and documenting commercial loans; deep knowledge of payment systems and products; huge knowledge of securities depot systems; knowledge of legal issues; the ability to manage all complex issues; and familiarity with financial products. Employers pick resumes that denote a degree, however, for advancement in this field a Master’s qualification and professional licensing are required.

Funding Manager Resume example

Funding Manager Resume

Headline : A highly motivated and enthusiastic individual seeking a Funding Manager career where professional experience, education, and abilities stand as an advantage for personal growth.

Skills : Analytical, and Problem-solving skills, Teamwork.

Description :

  • Trained current Nationstar employees on new LOS.
  • Created spreadsheets to help track efficiencies of each funder.
  • Evaluated closing and funding staff to ensure loans are Funded in accordance with State and Federal Standards.
  • Provided support for new higher training for Processing and Funding.
  • Provided daily answers to processing questions, Funding questions.
  • Completed duties in a timely manner when giving tasks.
  • Generated and sent reports to Funders and other managers for loans that require final huds, Daily fundings.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor’s degree


Funding Manager Resume

Headline : As a Funding Manager, responsible for undertaking credit risk appraisals. and also ensuring the quality of the funding portfolio of the Institution.

Skills : Customer Service, Microsoft Office, Training Skills.

Description :

  • Managed a team of 20 employees located in four different regions.
  • Responsible for monitoring funding goal projections for our region.
  • Organized workflow for loan document preparation and loans to fund.
  • Responsible for monitoring Post Closing Reports and delegating resolution responsibilities to the appropriate party.
  • Monitored pipeline reports for accuracy prior to loan funding.
  • Communicated with other managers regarding daily loan priorities.
  • Directed daily activities and operations of a branch/central fulfillment team, which handled processing and underwriting, and mortgage loan funding.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS In Counseling


Funding Manager Resume

Headline : Seeking to obtain full-time Funding Manager employment in a Credit Analyst position in an environment that is both challenging and allows room for growth.

Skills : Good Numerical and IT Skills. Analytical and Problem-Solving Skills.

Description :

  • Reviewed loan packages for all critical documents needed to support funding of the loan.
  • Researched and resolved any items on general ledger accounts made by the founding team.
  • Made entries to the general ledger account for outstanding items.
  • Maintained database for loans funded and not funded.
  • Managed workflow and production for a functional area and shared information that could impede or strengthen the division's performance.
  • Approved outgoing wires for over limits.
  • Worked with internal and external auditors to perform audits on consumer and commercial loans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accounting

Funding Manager Resume

Summary : Over 3-5 years of Funding Manager in mortgage banking experience, preferably in a supervisory/management capacity. Knowledge of closing and shipping functions in mortgage banking.

Skills : Microsoft Office, Sales, Customer Service, Training Skills.

Description :

  • Funded all loans that close Conventional, FHA, VA, MHFA, and Rural Development (approximately 160 loans per month) for the Secondary Mortgage Market.
  • Brokedown files per Investor Requirements to be shipped to Investors for Purchase.
  • Maintained confidential information, such as pay stubs and tax returns.
  • Expedited and tracked daily inbound and outbound shipments.
  • Coordinated the approval or rejection of funding real estate loans.
  • Trained employees on policies and procedures.
  • Assisted loan officers with questions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Funding Manager Resume

Summary : Seeking an accomplished Funding Manager position. Possess extensive knowledge of the mortgage industry and its closing processes, in addition to strong management skills. Able to acclimate to the fast-paced environment and contribute a great deal of knowledge and value to the department.

Skills : Attention To Detail, Communication Skills, Analytical Skills Verbal Communication.

Description :

  • Prepared loan documentation for closing diverse mortgage products, including VA, FHA, USDA, CHFA, FHA 203K, and conventional loans in multiple states.
  • Oversaw the collections department to address outstanding mortgage payments.
  • Trained colleagues to use company software.
  • Exceeded company average of 800 closings per year by completing a remarkable 1200 per year.
  • Led transition to the paperless environment resulting in decreased operational costs and faster delivery of mortgage documents to clients and business partners.
  • Overhauled document preparation time to slash turn-around from 40 minutes to 10 minutes with a concurrent increase in capacity for completing funding documents.
  • Implemented a system to upload wire requests electronically and eliminate manual entry.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Funding Manager Resume

Headline : Funding Manager with 2+ years of experience in adapting to field audit management, reconciliations, forecasting, and cost analysis. Critical thinker who continually seeks to improve accounting processes.

Skills : Customer Relations, Microsoft Word, Accounting Skills.

Description :

  • Streamlined funding processes for corporate and sub-dealer offices to allow maximum revenue with decreased cost.
  • Continually tracked and analyzed all progress and areas to be improved.
  • Worked with General Manager, CFO, and CEO to place new ways of working smarter to develop the way the company was funded each week.
  • Inventory control for all technicians as well as sub-dealers and had a policy implemented for any missing equipment.
  • Responsible for any customer issues that were reported and were solved within 12-24 hours.
  • Documented and completed any paperwork or install errors that may have occurred.
  • Audited funding spreadsheets each week and analyzed trends and progress which was reported weekly to yearly.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Funding Manager Resume

Headline : To obtain a Funding Manager full-time position utilizing and expanding my skills in a challenging environment. A position that will enhance my career path, giving me the day to day challenges and opportunities.

Skills : Analytical Skills, Effective Communication Skills, Verbal Communication.

Description :

  • Oversaw back-end operations, i.e., Closing, Funding, Post Closing, and Shipping and Final Documents.
  • Provided direction to each department.
  • Assisted with implementing systems and procedures for tracking and monitoring loan packages.
  • Ensured loans are processed within established company turn-around times.
  • Responsible for loan quality and compliance goals to ensure all loans met investor requirements.
  • Worked closely with other departments to ensure quality loan sales.
  • Reviewed files for accuracy i.e., rates, terms, programs, names, and regulatory/compliance guidelines.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED

Funding Manager Resume

Summary : Seeking a Funding Manager position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Microsoft Office, Attention To Detail, Communication Skills.

Description :

  • Reviewed loan files to ensure that all documentation is in compliance with state/federal requirements.
  • Tracked funding documentation and conditions to ensure that all necessary paperwork has been completed correctly.
  • Prepared all Loan Note Guarantee Packages for USDA loans and send them via e-mail to the USDA office in the subject properties State.
  • Prepared all collateral packages and send them out to the investor once the loan funds.
  • Scanned and uploaded all signed loan docs and upload them to the investor's website.
  • Processed sub-prime loans verbally investigate credit, request payoffs, title commitments, homeowners insurance, flood certifications, and satisfying underwriting conditions for final approval.
  • Gave presentations to the entire management team twice per year and provided the CEO with funding reporting each year for a portfolio presentation summit with all CEO.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate Degree In Funding

Funding Manager Resume

Summary : Corporate Funding Manager responsible for providing corporate support and oversight, ensuring smooth and systematic closing and funding operations throughout the organization while managing corporate risks. Experience in work closely with the various divisions and their closing and funding staff.

Skills : Microsoft Excel, Analytical Skills, Communication Skills.

Description :

  • Managed all functions of the funding team.
  • Managed pipeline of the funding team to ensure loans are worked timely and according to guidelines.
  • Handled, escalated, and problem calls and dealers.
  • Handled all review and problematic employees.
  • Communicated internally and externally with all business partners.
  • Continually look for areas where SFI could save money and increase revenue.
  • Supervised funding and document department with over 35 employees.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Degree

Funding Manager Resume

Objective : As a Funding Manager, responsible for reviewing processes regularly to ensure department efficiencies and maintain the expected level of customer and loan officer service. Experience in Special attention to file quality, speed, and able to determine and authorize priority files.

Skills : Strong Time Management Skills, Ability to Work Effectively Under Pressure.

Description :

  • Ability to accurately complete reports detailing daily closings.
  • Contributed to increased productivity which increased closings in the department by approximately 30%.
  • Performed underwriting for Conventional, FHA, and Home Equity Loans.
  • Maintained client accounts by obtaining, recording, and updating personal and financial information to disburse funding for approved loans.
  • Created a new document management process to enhance efficiency and provide the highest levels of dealer service while protecting customer information.
  • Managed a team of sales representatives. Created loan documents. Resolved payment collection issues with borrowers Managed loans through the funding.
  • Managed and motivated funding teams to reach region/company daily goals. Communicated with upper management and regional sales teams to ensure goals.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
High School Diploma