Funding Manager Resume Sample
Lon VonRueden
6652 Lenny Oval,
Phoenix,
AZ
+1 (555) 788 5400
Work Experience
Funding Manager
01/2016
-
PRESENT
Philadelphia, PA
- Monitoring– assist in ensuring financial models, strategies and funding initiatives are being implemented with the support of the line of business
- Coordinating – interact with resources across the Bank and externally to discuss and implement new practices for liquidity and funding risk management. Influence outcomes based on liquidity and funding risk management requirements. Co-operation and support of Liquidity and Funding team, other areas of Corporate Treasury, LOBs, ERPM, T&O and Finance Shared Services
- Advising – work with many groups across the Bank on providing information on the implementation of liquidity and funding management practices
- Monitoring– ensure liquidity and funding management practices are being implemented with the support of LOBs and other Finance areas
- Monitor turn times and metrics within the team to insure that Stonegate’s standards are met
- Interview and select new hires, conduct performance evaluations, recognition, manage employee relations issues, and disciplinary actions
- Manage daily operations of the closing/funding team which includes closing coordinators, closers and funders
- Manage workflow and reporting of the overall pipeline to ensure all turn-times are being maintained and targets met
- Identify required reporting/exception reporting for workflow management
External Funding Manager
11/2011
-
07/2015
New York, NY
- Develop and facilitate department standards and procedures
- Monitor team quality, accuracy and efficiency thorough coaching and mentoring efforts. Focus on production, quality and pull through by reviewing loan files for adherence to internal and regulatory requirements
- Work across departments (Sales, Processing, Post Closing, and legal/compliance) on production, service and regulatory items as needed to minimize risk exposure
- Oversee department processes to ensure all procedures and regulations including TRID are followed
- Work to resolve escalated loan level issues and develop best practice/procedure to prevent future escalations
- Manage Vendor closing relationships to identify and implement best practice procedures
- Mentor staff in solving quality control issues within the department
Senior Manager, Funding, Tbsm
02/2006
-
10/2011
New York, NY
- Monitor and coach team members to become experts in their positions
- Complete performance reviews and execute performance improvement when appropriate
- Motivate team to be flexible through change
- Develop and conduct training for new hires
- Build expertise and bench strength within the department
- At least three (3) years experience in mortgage operations management roles
- Working knowledge of investor guidelines
- Identify problems and develop procedures to resolve or correct situations
Education
National American University - Sioux Falls
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Excellent time management skills and proven ability to hit deadlines
- Have excellent numeracy and analytical skills
- Excellent organizational and time management skills, including the ability to work under tight timelines and deliver accurate results
- Prior management skills required
- Experience in retail mortgage lending, including extensive funding experience
- 3 – 5 years’ experience in Treasury or Corporate Finance role, or Treasury/Investment Bank middle/ back office experience
- Have experience of dealing with advisor banks and associated counterparties including being involved in the negotiation of transactions
How to write Funding Manager Resume
Funding Manager role is responsible for modeling, translation, retail, finance, credit, training, integration, database, security, shipping.
To write great resume for funding manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Funding Manager Resume
The section contact information is important in your funding manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Funding Manager Resume
The section work experience is an essential part of your funding manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous funding manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular funding manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Funding Manager resume experience can include:
- Very strong analytical skills and finance/accounting acumen, including experience with financial modeling
- Strong commercial experience in a business environment
- Ensuring that the Society’s Funding & Capital need are executed in an effective, flexible, diverse and cost-efficient manner
- Experience in managing funding partnerships in a developmental finance or investment fund context
- Experience in leading investment and funding decisions
- Experience of working in emerging markets, especially rural communities
Education on a Funding Manager Resume
Make sure to make education a priority on your funding manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your funding manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Funding Manager Resume
When listing skills on your funding manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical funding manager skills:
- Be able to evidence commercial decision making, financial risk management, business writing, technical analysis and project management in previous roles
- Prepare, organize, and prioritize files for review
- Deliver excellent service to our team of finance managers
- Experience in financial analyst/manager role, preferably in Finance or Treasury
- Experience managing a team of Funders
- Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc
List of Typical Experience For a Funding Manager Resume
1
Experience For External Funding Manager Resume
- Experience with process design and integration
- Continuous process improvement of funding & lending that supports SMME acceleration and capacity building
- Manage the seamless integration of funding processes from the time when SMEs apply for funding to the loan repayment process
- Deal with any legacy financial issues (both internal and external) arising from the closure of funds and funding activities
- Develop innovative funding / lending models that support SMME growth and acceleration
- Develop innovative SMME funding and lending strategies that are aligned to Zimele Business objectives
- Identify and continuously manage risks associated to Zimele’s funding and lending objectives
- Identify and select appropriate funding partners
- Manage the relationships with funding partners incl ABSA
2
Experience For Capital Structure & Funding Manager Resume
- Responsible for ensuring sound SME investment decisions
- Directly supervises, develops, mentors and motivates team to maximize productivity
- Tracks quantity, quality, and performance of team members. Administers corrective action and performance improvement actions as needed
- Plans and organizes the efforts of team members to achieve long and short term department goals
- Implements new approaches and concepts to ensure objectives are obtained
- Provides world-class customer service through daily interactions with both internal and external customers; including SCUSA personnel, automotive dealerships, vendors and customers
3
Experience For Senior Manager, Funding, Tbsm Resume
- Maintains open lines of communication with managers, team members, and other associates throughout the department
- Actively participates in team related activities and meetings
- Maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle
- Lead the Investment Committee (loan approval process)
- Reconcile and review loan repayment performance reports from service providers
- Ensure that the funding application process is as seamless and simple as possible for SMEs. This includes the design and rollout of effective tools and processes that is adapted for the market context
- Lead the identification / development of appropriate financial tools for SMEs to ensure adequate reporting and financial management
4
Experience For Senior Manager, Term Funding, Treasury Resume
- Provide SME investment guidance to hubs
- Ensure SC and Community Fund admin procedure and compliance are met
- Develop and manage systems, policies and processes that support Zimele’s funding & lending objectives which includes the identification / development of appropriate financial tools for SMEs to ensure adequate reporting and financial management
- Manage negotiations with external parties to support funding strategies
- Strengthen and support integration with Anglo American’s and its respective Business units Supply Chain, and Legal departments to assist support SMME growth and development specifically related to funding. Manage the relationships with funding partners including ABSA
- Funding Contract Analysis
5
Experience For Closing / Funding Manager Resume
- Manage performance of overall Zimele Loan portfolio against industry benchmark
- Contact equipment vendors
- Supply purchase orders
- Minimal travel, 5-10%
- Establish and maintain strong relationships with Risk, Capital and Group Finance leaders, line of business management and their teams within BFC/BHB and BMO Liquidity Management and Risk senior management to facilitate coordination of funding management activities and to leverage the skills, knowledge and expertise of these groups and align and integrate processes, goals and strategy
List of Typical Skills For a Funding Manager Resume
1
Skills For External Funding Manager Resume
- At least five (5) years’ mortgage industry experience in Closing, Compliance or a Funding function
- Working knowledge of retail lending, including identification of exposure and risk factors. Current knowledge of RESPA and MDIA regulations
- Managing secured and unsecured market access to meet the needs of the Society’s Plan maintaining all metrics within management risk appetite
- Uses sound judgment in executing core job responsibilities and making work assignments
- Interactions with people with high expertise (including PhD’s and MD’s) including interactions with external collaborators
- Engage in multiple customer-facing phone calls per day
- Invoice procurement and processing
- Maintain and support existing vendor relationships
2
Skills For Capital Structure & Funding Manager Resume
- Deep understanding of the function as outlined, and of related industry best practices
- High independent judgment and discretion used in decision-making and assessment of team members
- Ensures final conditions are all cleared for post-closing review
- Delivers file to post-closing for shipment of loan
- Reviews and requests final conditions, including insurance changes if needed
- Requests and reviews CPL, wire instructions, and clear title reflecting final loan amount
- Initiates funding request and prepare wire information
3
Skills For Senior Manager, Funding, Tbsm Resume
- Communicates with warehouse lines on status of funding wires
- Audit and proofread documents, insurance certificates, and invoices
- Collect original documentation from vendors for the lease or loan transaction
- Identify and coordinate equipment delivery dates
- Maintain open lines of communication and positive relationships with customers
- Proficiency in Essbase AND SQL or SAS
- Work and travel outside of regular business hours as needed
- Have significant experience of wholesale funding & capital markets strategy and execution, investor relations and credit ratings activity and structuring and reporting of secured funding programmes
4
Skills For Senior Manager, Term Funding, Treasury Resume
- Be familiar with the regulatory requirements for all relevant funding instruments and the conduct aspects of participating in wholesale markets and the Senior Managers’ regime
- Provide leadership and oversight for all funding management activities, ensuring appropriate participation from lines of business, Risk and other Finance areas
- Have knowledge of a wide range of funding, capital and derivative products , their risks and the effect of external factors on the price of such instruments
- Be an articulate communicator and presenter, confident in dealing with internal or external stakeholders at a senior level
- Have a proficiency in the use of MS Office including Excel and PowerPoint
- Ensure timely and accurate production of liquidity metric calculations and corresponding reporting, including initial analysis of balances to ensure reasonably accuracy
- Assist with adhoc projects as required
- Recommend and implement BFC/BHB liquidity management strategy, ensuring liquidity is managed in an optimal fashion, coordinating closely with BMO’s Liquidity Management Group as applicable. Recommend funding actions such as secured and unsecured borrowings, ensuring compliance with applicable laws and regulations
- Apply specialized knowledge and provide proactive financial and liquidity expertise in the development and assessment of business strategies. Partner with Group Finance and business units on new product ideas to evaluate liquidity requirements and provide advice on structuring transactions for optimal results
5
Skills For Closing / Funding Manager Resume
- Experience with MTN’s and Structured Notes is a positive
- Previous experience required
- A high level of commitment to quality work with a keen attention to detail
- Minimal supervision of work
- Average monthly pipeline for department ranges from 500 - 700 loans
- Provide guidance to resolve/escalate issues of higher complexity
- Travel: 25% possible to visit funders in other locations
6
Skills For Funding Manager R&D Resume
- Chartered Accountant, MBA, CFA or equivalent Finance qualification
- Proof of professional registration and qualifications
- Track employees’ ongoing training and performance. Record behaviors, both positive and negative, to ensure a fair review is completed at the end of the performance appraisal period and as needed outside of the performance appraisal cycle
- Proficiency with MS Excel, MS Word, Desktop Underwriter, Loan Prospector, and Calyx Point. 4 years AUS experience
- Knowledge of MAS’ regulatory requirements for Banks is advantageous
- Assimilating and interpreting significant volumes of market data/commentary and identifying actions to protect market access and reputation in line with the Society’s Plan requirements
7
Skills For Asun Clubs & Orgs Funding Manager Resume
- Ensuring efficient use of the Society’s assets in secured funding transactions and making recommendations to optimise collateral usage
- Responsibility for budgeting and forecasting of all ‘below the line’ items including financing and dividends
- Responsibility for the reporting of all foreign exchange derivative contracts, completion of hedge designation forms and carrying out effectiveness testing of the Group’s hedge accounting
- Responsibility for the Group’s reserves, including all capital, translation and minority interest reserves and ensuring consolidation entries are recorded as necessary
- Assisting with the production of the Group’s annual accounts with responsibility for disclosure relating to all financing and treasury related items as well as Net debt and SOCIE
- Performs final Verbal Verification of Employment on all borrowers
- Reviews final signed loan documents for accuracy and compliance
8
Skills For Senior Manager, Funding Resume
- Requests any required notary corrections or acknowledgments
- Uploads executed Right to Cancel on files where exercised by the consumer
- Reviews, processes, closes and administers loan proposals
- Interviews applicants and requests specified information for loan applications
- Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting loan or submits application to credit analyst for verification and recommendation
9
Skills For Manager, Liquidity & Funding Resume
- Corresponds with or interviews applicants or creditors to resolve questions regarding application information
- Confers with underwriter to aid in resolving mortgage application problems
- Maintains database and monitors performance of loans
- Analyzes potential loan markets to develop prospects for loans
- Demonstrate advanced product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd Mortgages, Home Improvement, down payment assistance and bond programs
- Proficiency in Microsoft Office as well as financial software experience
10
Skills For Manager, Liquidity & Funding Management Resume
- Funding Analyst Team Management
- Audits, reviews and approves Funding contracts submitted for purchasing
- Reviews hold files daily to ensure contracts are moving through the Funding process
- Facilitates team meetings to discuss and train on Funding policies and procedures
- Identifies process improvements and procedural challenges, recommending solutions
- Advanced ability to analyze complex tax returns and accurately calculate income for all types of borrowers
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