Funding Specialist Resume Samples

A Funding Specialist will interview loan applicants for eliciting information and also investigate the applicant’s background and verify references. The other common duties are listed on the Funding Specialist Resume as follows – preparing loan request papers, forwarding findings and reports, reviewing loan papers to ensure completeness, completing transactions between loan establishment and sellers upon loan approval, assisting clients in procuring funding support, disbursing payments accurately, and managing the day-to-day activities of the clients.

Sample resumes depict these core qualifications – knowledge of funding and lending processes and procedures, familiarity with computers and banking software, a solid understanding of lending products and practices, customer satisfaction orientation and the ability to work in a goal-oriented atmosphere. As far as academic qualifications are concerned, only a high school diploma or the equivalent is needed, however, many employers necessitate additionally an advanced education or formal training.

Funding Specialist Resume example

Funding Specialist Resume

Objective : A high-energy, enthusiastic, and dependable individual who excels in challenging environments. Success in customer service coupled with great work experience.

Skills : Fluent In Spanish, Communication Skills.

Description :

    1. Verify and examine information and accuracy of a loan application and closing documents.
    2. Answer questions and advise customers regarding loans and transactions.
    3. Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
    4. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
    5. Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
    6. Record applications for loan and credit, loan information, and disbursements of funds using computers.
    7. Contact customers by mail, telephone, or in-person concerning acceptance or rejection of applications.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Funding Specialist II Resume

Headline : Utilize skills, experience, and education to provide positive results for employer and the customers serve. To heighten awareness, expand knowledge and confront new challenges with optimism.

Skills : Fluent In Spanish, Technical Skills.

Description :

    1. Carefully review all paperwork within contract packages making sure completed, signed, funded, and/or returned.
    2. Customer service skills to communicate delayed contract packages.
    3. Time management skills to balance the quality and quantity of contracts.
    4. Organizational skills to manage resources. Problem-solving with dealers via telephones.
    5. Key contributions Upsold community amenities Appointment setting.
    6. Balanced customer's mortgage escrow sheets Approved/signed off on wire transfers and disbursed checks Became a team leader.
    7. Eventually trained new employees to use the companies software Setup computers at employee workstations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma


Funding Specialist III Resume

Summary : Seeking position as a team player with a people-oriented organization where will be able to maximize experience in collections inside a challenging environment for achieving all the corporate goals.

Skills : Assembler skills, Warehouse work.

Description :

    1. Monitoring VG reports on a weekly basis. Process deals according to their funding status.
    2. Understand and contribute to department objectives and goals.
    3. Identify difficulties that negatively impact the customers and/or processes and make recommendations to management for improvement.
    4. Check and correct data input errors and omissions.
    5. Worked with the Funding team and the daily task was going over Excel reports for files that have currently closed.
    6. Assisted with various title companies in different states especially CA and FL to make sure that the files were funded on time.
    7. Requires active interaction with the seller and vendors with very little supervision.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Funding Specialist I Resume

Objective : To obtain a position with a growth oriented company, which utilizes impeccable customer relations skills, soft sales skills, and problem solving skills. Ideal company has integrity and customer services.

Skills : Daily Task, Eviction, Move ins, Out take.

Description :

    1. Worked with the IT department to design a database system suiting the needs of the company.
    2. Helped to maintain and update the database as new needs or problems arose.
    3. Coordinated the customer's first payment process.
    4. Entailed determining if, and/or when the first payment was due, collecting the appropriate payment. 
    5. Drafting correspondence about the first payment and resolving any issues that arose.
    6. Implemented interest rate locks on loans for all loan officers Prepared the packages/final documents received from title companies.
    7. Researched and solved any problems relating to the files. Acted as a liaison between the loan officer and investor.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Jr. Funding Specialist Resume

Objective : Responds to written and verbal executive summary's and social media complaints. Respond quickly to volume swings, program changes, system issues or other unforeseen obstacles.

Skills : Corporate Communications, Social Media, Credit Analysis.

Description :

    1. Measured late stage collections to formulate repayment resolutions.
    2. Mastery of inbound/outbound call activities and queue management.
    3. Ability to multi-task in a high-volume production environment. Executed cure letters for reposition based upon paying habits.
    4. Interpreted contracts to rejected or book retail contracts based upon credit, policy and state guidelines.
    5. Calculated front/back end products, interest rate, and down payment to fund the dealer.
    6. Researched contract errors by communication with credit and finance managers to fund auto loans.
    7. Formulated a creative and cost-effective incentive and morale-boosting program for the call center.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Masters

Funding Specialist/Representative Resume

Summary : Experience in Auto Finance working in a fast-paced environment. Strong background in problem solving and experience in handling complex tasks with minimal guidance.

Skills : Excel, Computer Skills, Detail Oriented, Data Entry.

Description :

    1. Reconcile Retail Installment Contracts and supporting documents against credit approvals to ensure all contracts are within the company.
    2. Respond to inquiries and assist in resolving problems/complaints.
    3. Provide quality follow-up calls to the dealer to resolve discrepancies.
    4. Subject matter expert for new hire classes across multiple locations.
    5. Manage multiple work queues of over accounts. Build relationships with dealers to optimize Customer Service.
    6. Diligently protected customer privacy of non-public information.
    7. Utilize attention to detail skills by consistently looking for possibilities in each deal.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Funding Specialist/Analyst Resume

Objective : Dedicated Customer Service Representative with extensive Real Estate Mortgage Financing and Sales background who provides exceptional customer service.

Skills : CRM Savy, Good Understanding Of Sales force Program, Team Management;.

Description :

    1. Build a financial profile and identify the funding needs of IBO.
    2. Create, build and develop financial investment plans for potential clients.
    3. Develop lasting relations for future business opportunities.
    4. Closed MCA, personal/business Lines of Credit, term financing, and business development packages.
    5. Excellent Communication & Analytical Skills are essential to be able to take control of the situations that may arise; Strong decision-making ability.
    6. Set up appointments for GPS locators to be installed into the vehicles. Calling dealerships to make sure they send over needed documents.
    7. Review and analyze correspondent funding documents.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Financial Accounting

Asst. Funding Specialist Resume

Objective : Exceptionally focused and innovative with strong technical skills and the ability to learn concepts quickly. Adept multitasker capable of working independently or as part of a team.

Skills : Power Point, Outlook, Fluent In Spanish, Proficient In Google Docs.

Description :

    1. Printed out closing documents and emailed or faxed to the Closing Agent if requested.
    2. Call the title companies to verify the wiring instructions and disbursement date of the funds.
    3. Recognized any specialty loan situations where documents may need to be prepared in a specific way.
    4. Pre-screened loan files for qualifications consistent with appropriate underwriting program guidelines.
    5. Organized and scheduled workload to meet commitment dates.
    6. Provided customer service to all parties involved in the loan transaction and guided them through the loan process.
    7. Obtain Credit Reports, submit applications and proper documentation to select Lenders.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Biology

Associate Funding Specialist Resume

Objective : Work experience has exposed to different administrative roles including, Management, HR, Medical Assistant, and Personal Assistant. Although there are some differences in the roles.

Skills : Multi Tasking, Problem Solving Skills.

Description :

    1. Receptionist, personal assistant, and office management responsibilities. This will include but is not limited to inventory and supplying office supplies.
    2. Payments when applicable of rent, utility bills and running errands for owners.
    3. Set up office equipment and assemble office furniture when applicable.
    4. Translated forms for the Spanish speaking community who are dealing with work capital.
    5. Business cards are delivered for the company for staff for proper marketing.
    6. Process the entering of contacts in the database system.
    7. Process adjustments/reconciliation of customer accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Lead Funding Specialist Resume

Objective : High-achieving Sales Associate offering an extensive background in customer service, sales, client relations and merchandising.Self-directed and self-motivated team player who also works.

Skills : Typing, Microsoft Word,excel,customer Service Skills.

Description :

    1. Started as a collections Rep, taking payments for loans days late.
    2. After just a month, promoted to a Funding Specialist position.
    3. Funded car loans for those with less than perfect credit.
    4. Assisted dealerships with completion of car applications, verification, and documents.
    5. Look over all the documents and prepped the contracts to be signed.
    6. A lot of multitasking as well as navigating through different windows programs to ensure that all documents where correct.
    7. Left Exeter Finance last minute due to personal reasons that can be later explained.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Funding Specialist Resume

Headline : A competent and results-driven professional in business with a strong record of achievement in providing the necessary business and sales experience to ensure streamlined operations.

Skills : Microsoft Excel, Word, Outlook, Archer, Business Objects.

Description :

    1. Verify information on a credit application pertaining to employment and residence.
    2. Conducted customer interview calls to verify and validate the information contained in loan documents.
    3. Perform calculations to determine proof of income.
    4. Review and organize contracts submitted for funding and ensured all legal documents are included.
    5. Closely review all loan documents for suspicious or fraudulent documents.
    6. Communicate effectively between Dealer, Loan Officer, and management.
    7. Maintained individual goals and responsibilities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Travel Specialist