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.
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.
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