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 :
- Verified and examined information and accuracy of a loan application and closing documents.
- Answered questions and advise customers regarding loans and transactions.
- Calculated, reviewed, and corrected errors on interest, principal, payment, and closing costs, using computers or calculators.
- Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Prepared and type loaned applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Record applications for loan and credit, loan information, and disbursements of funds using computers.
- Contacted customers by mail, telephone, or in-person concerning acceptance or rejection of applications.
Experience
2-5 Years
Level
Junior
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 :
- Carefully reviewed all paperwork within contract packages making sure completed, signed, funded, and/or returned.
- Customer service skills to communicated delayed contract packages.
- Time management skills to balance the quality and quantity of contracts.
- Organizational skills to managed resources. Problem-solving with dealers via telephones.
- Upsold community amenities Appointment setting.
- Balanced customer's mortgage escrow sheets Approved/signed off on wire transfers and disbursed checks Became a team leader.
- Eventually trained new employees to use the companies software Setup computers at employee workstations.
Experience
5-7 Years
Level
Executive
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 :
- Monitored VG reports on a weekly basis. Process deals according to their funding status.
- Understood and contribute to department objectives and goals.
- Identified difficulties that negatively impact the customers and/or processes and make recommendations to management for improvement.
- Checked and corrected data input errors and omissions.
- Worked with the Funding team and the daily task was going over Excel reports for files that have currently closed.
- Assisted with various title companies in different states especially CA and FL to make sure that the files were funded on time.
- Required active interaction with the seller and vendors with very little supervision.
Experience
10+ Years
Level
Senior
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 :
- Worked with the IT department to design a database system suiting the needs of the company.
- Helped to maintain and update the database as new needs or problems arose.
- Coordinated the customer's first payment process.
- Entailed determining if, and/or when the first payment was due, collecting the appropriate payment.
- Drafted correspondence about the first payment and resolving any issues that arose.
- Implemented interest rate locks on loans for all loan officers Prepared the packages/final documents received from title companies.
- Researched and solved any problems relating to the files. Acted as a liaison between the loan officer and investor.
Experience
2-5 Years
Level
Junior
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 :
- Measured late stage collections to formulate repayment resolutions.
- Mastery of inbound/outbound call activities and queue management.
- Able to multi-task in a high-volume production environment. Executed cure letters for reposition based upon paying habits.
- Interpreted contracts to rejected or book retail contracts based upon credit, policy and state guidelines.
- Calculated front/back end products, interest rate, and down payment to fund the dealer.
- Researched contract errors by communicating with credit and finance managers to fund auto loans.
- Formulated a creative and cost-effective incentive and morale-boosting program for the call center.
Experience
2-5 Years
Level
Junior
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 :
- Reconciled Retail Installment Contracts and supporting documents against credit approvals to ensure all contracts are within the company.
- Responded to inquiries and assist in resolving problems/complaints.
- Provided quality follow-up calls to the dealer to resolve discrepancies.
- Subjected matter expert for new hire classes across multiple locations.
- Managed multiple work queues of over accounts. Build relationships with dealers to optimize Customer Service.
- Diligently protected customer privacy of non-public information.
- Utilized attention to detail skills by consistently looking for possibilities in each deal.
Experience
7-10 Years
Level
Management
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 :
- Built a financial profile and identify the funding needs of IBO.
- Created, built and developed financial investment plans for potential clients.
- Developed lasting relations for future business opportunities.
- Closed MCA, personal/business Lines of Credit, term financing, and business development packages.
- Able to take control of the situations that may arise; Strong decision-making ability.
- Set up appointments for GPS locators to be installed into the vehicles. Calling dealerships to make sure they send over needed documents.
- Reviewed and analyzed correspondent funding documents.
Experience
2-5 Years
Level
Junior
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 :
- Printed out closing documents and emailed or faxed to the Closing Agent if requested.
- Verified the wiring instructions and disbursement date of the funds.
- Recognized any specialty loan situations where documents may need to be prepared in a specific way.
- Pre-screened loan files for qualifications consistent with appropriate underwriting program guidelines.
- Organized and scheduled workload to meet commitment dates.
- Provided customer service to all parties involved in the loan transaction and guided them through the loan process.
- Obtained Credit Reports, submit applications and proper documentation to select Lenders.
Experience
2-5 Years
Level
Junior
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 :
- Receptionist, personal assistant, and office management responsibilities. This will include but is not limited to inventory and supplying office supplies.
- Paid when applicable of rent, utility bills and running errands for owners.
- Set up office equipment and assemble office furniture when applicable.
- Translated forms for the Spanish speaking community who are dealing with work capital.
- Business cards are delivered for the company for staff for proper marketing.
- Processed the entering of contacts in the database system.
- Processed adjustments/reconciliation of customer accounts.
Experience
2-5 Years
Level
Junior
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 :
- Started as a collections Rep, taking payments for loans days late.
- After just a month, promoted to a Funding Specialist position.
- Funded car loans for those with less than perfect credit.
- Assisted dealerships with completion of car applications, verification, and documents.
- Look over all the documents and prepped the contracts to be signed.
- Navigated through different windows programs to ensure that all documents where correct.
- Left Exeter Finance last minute due to personal reasons that can be later explained.
Experience
2-5 Years
Level
Junior
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 :
- Verified information on a credit application pertaining to employment and residence.
- Conducted customer interview calls to verify and validate the information contained in loan documents.
- Performed calculations to determine proof of income.
- Reviewed and organized contracts submitted for funding and ensured all legal documents are included.
- Closely review all loaned documents for suspicious or fraudulent documents.
- Communicated effectively between Dealer, Loan Officer, and management.
- Maintained individual goals and responsibilities.
Experience
5-7 Years
Level
Executive
Education
Travel Specialist
