FUNDING ANALYST RESUME EXAMPLE

Published: Mar 14, 2025 – The Funding Analyst ensures compliance with corporate policies while accurately reviewing and processing loan applications. This role involves collaborating with dealers, sales teams, and consumers to facilitate timely funding and strengthen business relationships. Additionally, the analyst provides technical support, registers loans, and maintains accurate records in financial systems.

Tips for Funding Analyst Skills and Responsibilities on a Resume

1. Senior Funding Analyst, Greenfield Capital Partners, Houston, TX

Job Summary: 

  • Have a strong understanding of reinsurance contracts and resulting reporting requirements to ensure that no contractual obligations are breached
  • Interpret facultative certificate wording and work with AXIS offshore resources to assure coverage terms are correctly entered in source systems
  • Bill and collect ceded losses from brokers and direct reinsurers
  • Calculate and track resultant reinstatement premiums
  • Cash application and reconciliations
  • Coordinate claim department responses to reinsurer inquiries
  • Assist internal claim handlers and the legal department when necessary to resolve complex settlement issues
  • Maintain a collection log to track the progress of cash collections to ensure no balances are over 45 days
  • Work with international reinsurance claims and foreign currency exchange
  • Coordination and participation in the month-end close process
  • Produce Senior Management collection reports and other management reports


Skills on Resume: 

  • Reinsurance Contract Analysis (Hard Skills)
  • Facultative Certificate Interpretation (Hard Skills)
  • Billing and Collections Management (Hard Skills)
  • Reinstatement Premium Calculation (Hard Skills)
  • Cash Application and Reconciliations (Hard Skills)
  • Cross-Department Coordination (Soft Skills)
  • International Reinsurance Claims Handling (Hard Skills)
  • Data Analysis (Hard Skills)

2. Bridge Funding Analyst, Redwood Financial Services, Dallas, TX

Job Summary: 

  • Assist in underwriting and closing efforts for commercial debt financing transactions backed by single-family and multifamily properties
  • Conduct asset underwriting, due diligence, and valuation reviews
  • Work closely with third parties involved in diligence to ensure timely order and receipt of required reports and valuations
  • Review third-party reports to identify any risk issues and/or potential misrepresentations
  • Review borrower funding requests to determine compliance with applicable guidelines and sufficiency of collateral (appraisals, insurance, and additional diligence items).
  • Issue loan funding approvals or escalate files to the loan committee when necessary based on CoreVest guidelines
  • When necessary, prepare and present investment committee funding memorandum
  • Coordinate with other internal CoreVest teams, including Asset Management and Construction Management
  • Review files throughout the process, communicate errors and missing information to borrowers.
  • Ensure CoreVest’s loan origination system is kept current and captures applicable conditions
  • Issue final funding approval and upload all necessary approval documentation into CoreVest’s software systems with appropriate signatures.


Skills on Resume: 

  • Underwriting Support (Hard Skills)
  • Asset Due Diligence (Hard Skills)
  • Third-Party Coordination (Soft Skills)
  • Risk Mitigation (Hard Skills)
  • Funding Request Review (Hard Skills)
  • Loan Approval (Hard Skills)
  • Investment Presentation (Soft Skills)
  • Loan System Management (Hard Skills)

3. Funding Analyst, Horizon Funding Group, Phoenix, AZ

Job Summary: 

  • Create discounted cash flow and other valuation models often involving joint ventures, acquisitions, varied business models, multiple currencies, unique tax and accounting treatments, and financing structures
  • Liaise with and coordinate the activities of internal accounting, tax, business development, engineering, marketing, M&A, and other experts needed to evaluate projects
  • Support commercial teams in developing contracts to achieve investment economics
  • Build and maintain relationships with external partners, project finance experts, lenders, consultants, etc.
  • Help coach and develop financial analysis personnel across the company on analytical methods and deal evaluation approaches
  • Support the continued development of Air Products’ capital forecasting and financing planning activities, including the impact on Air Products’ credit rating
  • Support the sustainment and development of Air Products’ analytical policies and practices
  • Prepare and present facts and analysis in a manner that focuses on the decision-makers


Skills on Resume: 

  • Financial Modeling (Hard Skills)
  • Department Coordination (Soft Skills)
  • Contract Support (Soft Skills)
  • Partner Management (Soft Skills)
  • Team Coaching (Soft Skills)
  • Capital Planning (Hard Skills)
  • Policy Development (Hard Skills)
  • Presentation Skills (Soft Skills)

4. Funding and Liquidity Analyst, Oakbridge Financial Solutions, Atlanta, GA

Job Summary: 

  • Assist with the active management of the wholesale funding position and identify cost-efficient sources of funds as they arise, along with investing surplus reserves on a short-term basis
  • Assist with wholesale funding products, pricing, and execution, including Fed Funds, Wholesale & Brokered CDs, Wholesale MMDAs, FHLB Advances, Fed Advances, Repo, and other short and medium-term borrowings
  • Develop an understanding of all of the cash flows of the Bank and its affiliates to manage detailed cash flow and liquidity forecasts (short, medium, and long term) working in concert with FP&A and Treasury Analytics
  • Understand the FHLB and Fed borrowing bases prepared by Loan Ops and Treasury Ops
  • Assists in the pricing of public funds and large deposits
  • Assist with preparing the Funding and Liquidity reporting for ALCO and the Board
  • Develop an understanding of derivative pricing and the systems used for pricing interest derivatives
  • Participate in the execution of the street side of customer derivatives working with approved counterparties within the limits set for the counterparty and within the Derivatives Policy
  • Ensure all derivative transactions are entered timely and correctly into the system of record
  • Develop an understanding of Derivatives documentation, including ISDA agreements
  • Ensure all derivative transactions comply with all banks' policies and procedures.
  • Counterparty Credit and Risk Management
  • Assist in the production of periodic counterparty risk analysis, including ongoing surveillance of approved counterparties as it relates to Funding and Liquidity counterparties


Skills on Resume: 

  • Funding Management (Hard Skills)
  • Product Execution (Hard Skills)
  • Cash Forecasting (Hard Skills)
  • Borrowing Base Knowledge (Hard Skills)
  • Deposit Pricing (Hard Skills)
  • Liquidity Reporting (Hard Skills)
  • Derivative Execution (Hard Skills)
  • Risk Management (Hard Skills)

5. Funding and Credit Analyst, Silverlake Financial Group, Denver, CO

Job Summary: 

  • Operate within established corporate policies, procedures, and guidelines.
  • Ensure that credit is being adjudicated following assigned discretionary limits and established guidelines.
  • Develop and strengthen dealers’ relationships in a customer-centric environment.
  • Provide technical support and program training to dealers, when required, on a specific application.
  • Educate dealers on the company’s product by ensuring they understand the benefits while encouraging them to promote the offerings to the consumer.
  • Work collaboratively with all members of the operation and sales team, dealers, and consumers to ensure applications are assessed and completed accurately and funded on time.
  • Partner with the various cross-functional teams working towards achieving the dealers' and consumers’ desired business results.
  • Communicate regularly with other team members to ensure customer needs and expectations will be met by the Company, addressing, as a team, any obstacles that could potentially interfere with achieving these results.
  • Review funding packages for accuracy, enter and book loans in the appropriate system on time
  • Register the loan under the Personal Property Security Act.
  • Enter loans into the accounting system.
  • Book loans in inovatec and NLS


Skills on Resume: 

  • Policy Adherence (Hard Skills)
  • Credit Assessment (Hard Skills)
  • Relationship Building (Soft Skills)
  • Training Support (Hard Skills)
  • Product Education (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Package Review (Hard Skills)
  • Loan Booking (Hard Skills)

6. Funding Analyst, Summit Capital Advisors, Miami, FL

Job Summary: 

  • Provide lead technical assistance to FNI staff and clients on multiple funding alternatives, including low-interest loans, grants, disaster relief, and hazard mitigation-type funding programs for water, wastewater, and stormwater opportunities. 
  • Maintain regular and timely communications with FNI management, staff, and clients
  • Develop training tools for internal and external clients
  • Track funding projects step-by-step throughout the life cycle
  • Assist with client reporting and program compliance
  • Research and maintain lists of funding sources with relevant deadlines
  • Create targeted presentations
  • Writing various articles on funding
  • Populate and maintain various databases with client and funding information
  • Creation and maintenance of Intranet and Internet funding information pages
  • Create and/or edit marketing tools on funding opportunities


Skills on Resume: 

  • Technical Support (Hard Skills)
  • Communication (Soft Skills)
  • Training Development (Hard Skills)
  • Project Tracking (Hard Skills)
  • Reporting and Compliance (Hard Skills)
  • Funding Research (Hard Skills)
  • Presentation Creation (Hard Skills)
  • Writing (Soft Skills)