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Funding Agent Jobs (NOW HIRING)

GoFi LLC

Indirect Funding Specialist

Arizona City, AZ · On-site

$55 - $75/hr

The Agent will demonstrate proficiency in the underwriting policies and procedures through ... In long, the Indirect Funding Specialist is responsible for:Ability to complete deal reviews with a ...

New

GoFi LLC

Indirect Funding Specialist

Fort Worth, TX · On-site

$52 - $76/hr

The Agent will demonstrate proficiency in the underwriting policies and procedures through ... In long, the Indirect Funding Specialist is responsible for:Ability to complete deal reviews with a ...

New

tsa

Director of Social Services I

El Paso, TX · On-site

... 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 ...

tsa

Director of Social Services I

El Paso, TX · On-site

... 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 ...

Alchemy Financial Group

Insurance Agent

Lancaster, SC · On-site

$75K - $106K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Myrtle Beach, SC · On-site +1

$75K - $90K/yr

Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law

Alchemy Financial Group

Insurance Agent

Aiken, SC · On-site

$65K - $85K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Farmville, VA

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Conway, SC · On-site +1

$75K - $90K/yr

Distribute policy funds after a claim has been settled Insurance Agent Requirements * BA/BS in business, economics, or related field preferred * Appropriate insurance licensing where required by law

Alchemy Financial Group

Insurance Agent

Aiken, SC

$65K - $85K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

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Funding Agent information

What is a funding agent?

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 are the key skills and qualifications needed to thrive as a funding agent?

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 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 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.

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Funding Agent jobs near you
Infographic showing various Funding Agent job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution.

Funding Specialist - Seminole Florida Location

COAST-TO-COAST TITLE & ESCROW SERVICES, LLC

Seminole, FL • On-site

$20 - $25/hr

Full-time

Re-posted 7 days ago

Job description

About the Role:

A Funding Specialist in a title company plays a crucial role in ensuring the accurate and timely disbursement of funds during real estate transactions. This position demands meticulous attention to detail, strong organizational skills, and a solid understanding of real estate closing procedures and regulations

Minimum Qualifications:

  • Strong attention to detail and ability to work with a high degree of precision.
  • Excellent verbal and written communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Exceptional customer service skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Strong organizational and time management skills, including the ability to multitask and prioritize effectively.
  • Adaptability and flexibility to handle changing priorities and learn new technologies quickly.
  • Minimum of two to three years of experience in loan closing, funding, or related title company settlement agent experience

Preferred Qualifications:

  • Proficiency in escrow management software and closing platforms, with familiarity with ResWare software preferred.
  • Strong computer skills, including proficiency in Microsoft Office applications such as Word, Excel, and Outlook.
  • Experience working with loan originators, processors, title companies, and settlement agents is ideal.

Responsibilities:

  • Reviewing & Managing Loan Files: This includes meticulous examination of funded loan files to verify fees, closing conditions, and accuracy of calculations. They ensure all documentation adheres to company policies and relevant laws.
  • Disbursement of Funds: The specialist coordinates and executes the disbursement of all funds, including mortgages, taxes, insurance, recording fees, and other payments associated with the real estate transaction. This involves confirming correct wire instructions and check remittances, ensuring compliance with lender instructions and escrow requirements.
  • Communication & Coordination: Building relationships and communicating effectively with lenders, real estate agents, clients, and internal teams is crucial. They gather necessary documentation, address discrepancies, and ensure a seamless closing process. 
  • Managing Deadlines & Workload: They manage a high volume of transactions, prioritizing tasks, and meeting deadlines in a fast-paced environment.
  • Recordkeeping & Compliance: Maintaining accurate records of all funding-related information and documentation is essential. They ensure all duties are performed in accordance with company policies and relevant state and federal regulations.
  • Problem Resolution & Escalation: Addressing and resolving any funding-related issues, such as account disputes or unresolved closures, is part of their job. They escalate problems to management when necessary

Skills:

The funding specialist thrives on attention to detail, exceptional communication, strong organization, and the ability to navigate technical and analytical aspects of real estate transactions