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Funding Specialist Jobs (NOW HIRING)

Travis Credit Union

Funding Specialist

Vacaville, CA · On-site

$23.49 - $29.01/hr

TCU's Funding Specialists meet department standards and ensure effective productivity and quality service levels are achieved. Profile : * Analyzes and validates supporting documentation prior to ...

Travis Credit Union

Funding Specialist

Vacaville, CA · On-site

$23.49 - $29.01/hr

The Travis Credit Union (TCU) Funding Specialists are responsible for analyzing, verifying, and processing consumer loans within required time frames. This role ensures loan requests are in ...

Biz2Credit Inc

Jr. Funding Specialist

Manhattan, NY · On-site

Junior Funding Specialist About Us At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small ...

Biz2Credit Inc

Jr. Funding Specialist

Manhattan, NY · On-site

Description Junior Funding Specialist About Us At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for ...

Biz2Credit Inc

Jr. Funding Specialist

Manhattan, NY · On-site

Junior Funding Specialist About Us At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small ...

Biz2Credit Inc

Funding Specialist

Manhattan, NY · On-site

About this Role The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed. In this role, you'll deliver ...

Upcrunch

Funding Specialist

Los Angeles, CA · On-site

$18 - $23/hr

Job Summary The Funding Specialist serves as the primary point of contact for incoming small business inquiries, providing responsive, consultative support via phone, email, and SMS. You will assess ...

Medallion Bank

Funding Specialist

Salt Lake City, UT · On-site

Responsible for the funding process of contracts received from dealers or contractors originated in an indirect lending department. Ensure smooth, quick, and efficient funding of loan contract.

Medallion Bank

Funding Specialist

Salt Lake City, UT · Hybrid

Responsible for the funding process of contracts received from dealers or contractors originated in an indirect lending department. Ensure smooth, quick, and efficient funding of loan contract.

Medallion Bank

Funding Specialist

Salt Lake City, UT · On-site

Responsible for the funding process of contracts received from dealers or contractors originated in an indirect lending department. Ensure smooth, quick, and efficient funding of loan contract.

Robert Half

Indirect Funding Specialist

Austin, TX · On-site

$25/hr

We are looking for an Indirect Funding Specialist to support a credit union's indirect lending operations in Austin, Texas. This Long-term Contract position focuses on validating loan conditions ...

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Funding Specialist information

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$24.5K

$58.1K

$115.5K

How much do funding specialist jobs pay per year?

As of Aug 25, 2026, the average yearly pay for funding specialist in the United States is $58,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What is a funding specialist?

A funding specialist works with a client or organization to determine how much funding is needed for a given project and how best to secure that funding. Your duties are also to prepare payment, manage internal issues such as budgets and expenses, and seek outside funding support for projects. The career requires you have a strong attention to detail and skills with math and accounting, written and verbal communication, and the ability to manage several projects at once. Other qualifications may include a bachelor’s degree in business or accounting and job experience using billing and payment software.

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

To thrive as a Funding Specialist, you need a solid understanding of financial analysis, lending guidelines, and credit risk assessment, often supported by a degree in finance or a related field. Familiarity with loan origination systems, CRM platforms, and financial modeling tools, along with relevant certifications such as Certified Commercial Loan Officer (CCLO), is beneficial. Strong negotiation, relationship-building, and communication skills help set candidates apart in client interactions and deal structuring. These skills are crucial for accurately evaluating funding opportunities, securing approvals, and maintaining productive client relationships, which drive success in this role.

What are some common challenges faced by funding specialists when coordinating with multiple stakeholders?

Funding Specialists often work with a diverse group of stakeholders, including clients, lenders, underwriters, and internal teams. A common challenge is balancing the differing priorities and communication styles of each party while ensuring that funding processes move forward efficiently. Staying organized and maintaining clear, proactive communication is essential to address questions, gather documentation, and resolve issues quickly. Developing strong interpersonal skills and a thorough understanding of funding procedures can help specialists navigate these complexities and build positive relationships.

What is the difference between Funding Specialist vs Grant Coordinator?

AspectFunding SpecialistGrant Coordinator
Required CredentialsTypically a bachelor’s degree in finance, business, or related fieldOften a bachelor’s degree in public administration, business, or related area
Work EnvironmentFinancial institutions, nonprofit organizations, government agenciesNonprofits, government agencies, educational institutions
Employer & Industry UsageUsed across various sectors to secure fundingPrimarily in nonprofit and government sectors managing grants
Common Search & Comparison IntentUnderstanding roles related to funding acquisitionDistinguishing roles involved in grant management

While both Funding Specialists and Grant Coordinators work with securing and managing funds, Funding Specialists focus on identifying funding sources, preparing financial proposals, and ensuring compliance. Grant Coordinators primarily manage the entire grant process, including application, reporting, and compliance. The roles often overlap but differ in scope and focus within the funding lifecycle.

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Funding Specialist jobs near you
Infographic showing various Funding Specialist job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $58,052 per year, or $27.9 per hour.

Funding Specialist

Vacaville, CA • On-site

Travis Credit Union
Finance and Insurance • 201 - 500 employees

9.7

Company rating: 9.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Great coworkers

People enjoy working here

Good employer

Learn more about Travis Credit Unionexternal

$23.49 - $29.01/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

Monday, Tues, Wed, Friday - 9 - 5:30 Sat: 8-4:30 with Thursdays off
100% Onsite -TCU Corporate Offices in Vacaville, California.
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).

Summary: The Travis Credit Union (TCU) Funding Specialists are responsible for analyzing, verifying, and processing consumer loans within required time frames. This roleensures loan requests are in compliance with Credit Union and Regulatory guidelines. TCU's Funding Specialists meet department standards and ensure effective productivity and quality service levels are achieved.
Profile:
  • Analyzes and validates supporting documentation prior to processing consumer loan applications to prevent fraud and ensures quality control.
  • Interprets approvals and/or conditions and verifies that all requirements have been met.
  • Ensures loans are in compliance with all credit union and regulatory guidelines.
  • Ensures quality service is provided at all times when communicating with members and internal/external business partners.
  • Proactively monitors loan queues and service requests, ensuring timely responsiveness.
  • Completes daily departmental functions such as running and reviewing reports.
  • Provides assistance, direction and training to peers and internal business partners.
  • Completes ongoing training, maintains up-to-date knowledge of Consumer Lending policies and procedures, and credit union products and services.
  • Identifies opportunities to improve departmental processes to enhance efficiency.
  • Administers functional area testing for myriad system upgrades and enhancements.
  • Assists in all areas of Consumer Lending as needed.
Skills:
  • Ability to navigate and process within multiple interdependent systems and tools.
  • Ability to analyze and interpret a credit report.
  • Ability to identify, communicate and advocate financial solutions that drive results.
  • Ability to work in a fast-paced, team-oriented environment, and efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision.
  • Ability to use independent judgment and discretion when reviewing appropriate exceptions to the Credit Union guidelines.
  • Ability to work independently and motivated to achieve goals with minimal supervision
  • Ability to meet production standards.
  • Effective, professional verbal and written communication skills.
  • Proficient mathematical and analytical skills to include rate, ratio and percentage calculations.
Reporting and Experience:
  • Reports directly to assigned Consumer Lending management.
  • HS Diploma or equivalent.
  • Levels:
    • Associate Funding Specialist:Minimum of 1 year consumer loan processing or equivalent loan processing work experience or minimum of 2 years of customer service or clerical work experience.
    • Funding Specialist:Minimum of 2 years consumer loan processing or equivalent loan processing work experience.
Compensation:Base hourly starting range is commensurate with experience.
  • Associate Funding Specialist-Grade 8: $21.57/hour -$26.65/hour
  • Funding Specialist- Grade 9: $23.49/hour -$29.01/hour
Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status
Employment Type: Regular Full Time

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