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Funding Agent Jobs (NOW HIRING)

Warehouse Lending Funding Coordinator

Plano, TX ยท On-site

$21.85 - $26.77/hr

... closing agent. * Funding Coordinator will review the loan files for completeness and ensure all required loan documentation is received. Validate data against supporting documents. * Funding ...

Maintain approved closing agent status with Lenders and Third-Party verification companies. * Positive pay uploads, activity downloads for non-BankUnited trust accounts. Position Funding Specialist ...

... the funding agent and the Area Commanders. Liaison Responsibilities (10%) Assist in performing community relations functions to promote programs by speaking to groups and coordinating volunteer ...

... the funding agent and the Area Commanders. Liaison Responsibilities (10%) Assist in performing community relations functions to promote programs by speaking to groups and coordinating volunteer ...

Reviews the fully executed closing package received from the closing agent for errors and omissions ... Prepares the net funding detail and initiates wires for the closed loan to the warehouse bank.

Reviews the fully executed closing package received from the closing agent for errors and omissions ... Prepares the net funding detail and initiates wires for the closed loan to the warehouse bank.

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Funding Agent information

What are the key skills and qualifications needed to thrive as a Funding Agent, and why are they important?

To excel as a Funding Agent, you need a solid understanding of financial principles, loan processing, and risk assessment, typically supported by experience in finance or banking. Familiarity with loan origination software, underwriting systems, and relevant regulatory guidelines is crucial. Strong negotiation, interpersonal communication, and attention to detail are essential soft skills for building client trust and ensuring accuracy. These skills and qualifications are vital for efficiently securing funding, maintaining compliance, and fostering long-term client relationships.

What is the difference between Funding Agent vs Grant Coordinator?

AspectFunding AgentGrant Coordinator
Required CredentialsTypically a bachelor's degree in finance, business, or related field; some roles may require certifications in grant managementBachelor's degree often in public administration, business, or related fields; certifications like Grant Management Certification are common
Work EnvironmentFinancial institutions, government agencies, or nonprofit organizations involved in funding distributionNonprofit organizations, government agencies, or educational institutions managing grant processes
Employer & Industry UsageUsed in finance, government, and nonprofit sectors to facilitate funding transactionsCommonly employed in nonprofit, education, and government sectors to oversee grant processes

The main difference is that a Funding Agent primarily handles the distribution and management of funds, often focusing on financial transactions, while a Grant Coordinator manages the entire grant process, including application review, compliance, and reporting. Both roles require related credentials and work in similar environments, but their core responsibilities differ in scope and focus.

What are the most common challenges a Funding Agent faces when managing multiple client accounts?

Funding Agents often juggle several client accounts simultaneously, which requires keen attention to detail and strong organizational skills. One common challenge is prioritizing tasks based on the urgency of funding requests while ensuring accuracy and compliance with lending regulations. Additionally, communicating effectively with clients, underwriters, and financial institutions is essential to keep funding processes on track and to resolve any issues quickly. Successful Funding Agents develop efficient workflows and leverage technology to manage deadlines and documentation efficiently.

What are Funding Agents?

Funding Agents are professionals or entities that coordinate and manage the distribution of funds for financial transactions, such as loans, mergers, or acquisitions. They work on behalf of lenders or investors to ensure that all conditions are met before transferring funds to the appropriate parties. Their responsibilities often include verifying documentation, managing escrow accounts, and disbursing payments according to agreed-upon terms. Funding Agents play a crucial role in ensuring transparency, efficiency, and compliance in complex financial deals.
What cities are hiring for Funding Agent jobs? Cities with the most Funding Agent job openings:
What states have the most Funding Agent jobs? States with the most job openings for Funding Agent jobs include:
What job categories do people searching Funding Agent jobs look for? The top searched job categories for Funding Agent jobs are:
Infographic showing various Funding Agent job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.
Warehouse Lending Funding Coordinator

Warehouse Lending Funding Coordinator

First Bank

Plano, TX โ€ข On-site

$21.85 - $26.77/hr

Full-time

Posted 16 days ago


Job description

About this Role
The Warehouse Funding Coordinator is responsible for initial wire release at the onset of new loans by working the loan queue and funding the individual mortgage loan submissions submitted by mortgage bankers (originators and document preparation companies) via bank's Warehouse System of record. All pertinent and required loan information is mapped directly from the mortgage banker's upload to the Bank's Warehouse System. The funder will verify that all information in the loan package is consistent and appears to be correct and that the terms of the mortgage meet the terms of the investor takeout commitment and the banks internal guidelines. Funding Coordinator performs all duties in accordance with the company's policies and procedures.
Key Responsibilities
  • The position will include receiving warehouse lending funding requests for various products via file uploads in the bank's Warehouse System and processing the file for funding approval and release of the wire to the closing agent.
  • Funding Coordinator will review the loan files for completeness and ensure all required loan documentation is received. Validate data against supporting documents.
  • Funding Coordinator must communicate with warehouse clients by responding to inquiries via phone and email in a timely & professional manner.
  • Funding Coordinator may be backup to processing of daily warehouse payoffs of loans.
  • Funding Coordinator must be familiar with the Banks departmental guidelines for quality control of each loan file to ensure the loan meets the guidelines.
  • Funder may verify and approve title agencies as needed if they are not already set up and approved in the Warehouse System.
  • Funding Coordinator is responsible for cross-training with other departments to assist when other team members are out.
  • Funding Coordinator is responsible for completing, and passing, all required regulatory compliance training assigned by the Bank.
  • Funding Coordinator must comply with privacy policies and procedures to maintain customer confidentiality and information protection.

Compensation Disclosure
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.
A reasonable estimate of the current pay range is $21.85 - $26.77
Qualification:
  • Prior Warehouse Lending experience strongly preferred.
  • Mortgage Loan Processor experience a plus.
  • Meticulous with the ability & desire to learn new tasks.
  • Superior customer service skills and attitude required.
  • Strong verbal and written communication skills required.
  • Proficient in Microsoft Office Word & Outlook; Excel is a plus.
  • Experience with or the ability to quickly learn the bank's Warehouse System of record.
  • Must be familiar with loan documentation or ability to train quickly.
  • Strong organizational skills with a willingness to adapt to change as needed in a demanding environment required.
  • Ability to manage multiple tasks, projects, and deadlines simultaneously