Funding Manager Resume Samples

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C Hirthe

Constance

Hirthe

4198 Lowe Village

Boston

+1 (555) 510 0051

4198 Lowe Village

Boston

Phone

p +1 (555) 510 0051

Experience Experience

Detroit, MI

Funding Manager

Detroit, MI

Monahan, Feil and Quitzon

Detroit, MI

Funding Manager

Assist upper management in accessing the workflow to identify opportunities to improve productivity and maintain expected service levels
Interface with upper management regarding the performance of individuals, team and current processes
Work with IT and other departments to improve processes and reporting
Other business process management includes: A/P invoices, Document Scanning, Customer Check Scanning, Escheatment, Audits , and Dealer Deactivations
Early adoption to change management
Thrive in a fast paced environment while continually maintaining a positive attitude and promoting teamwork across departments
Assist team in resolving accounting variances

Los Angeles, CA

Manager, Funding

Los Angeles, CA

Brekke Group

Los Angeles, CA

Manager, Funding

Work closely with the Funding Process Manager on ongoing training efforts and process changes
Act as a Liaison between regional managers, other department managers, auto dealership partners, and the funding team
Manage teams of Auto Finance Funding Specialists with assistance from Auto Finance Funding Supervisors
Complete verbal and written performance plans and records of counseling for nonperforming team members
Understand when to create and implement strategies that will help manage the region's funding goals and expectations
Demonstrate good time management
Demonstrate effective communication with peers, subordinates and other department managers

present

Houston, TX

Funding Structures Manager

Houston, TX

Ebert-Predovic

present

Houston, TX

Funding Structures Manager

present

Manage impairment reviews and make recommendations to the Negative Equity Group on how best to resolve the situation
Manage funding relationships between the Treasury Funding Structures and businesses
Management of financial statement preparation, ensuring compliance with local and US GAAP for each entity in the funding structures
Engage and execute all strategic Controllership and Inter Company Funding initiatives as mandated by Corporate Treasury and Corporate Headquarters
Implement controls within simplification and process improvement initiatives
Interface with headquarters Regulatory Reporting leadership and at times provide direction and guidance to other team members
Lead a team of professional accountants who perform the controllership and Federal Reserve reporting of 90+ Legal Entities

Education Education

Bachelor’s Degree in Math

University of Tennessee

Bachelor’s Degree in Math

Skills Skills

Proficiency in Salesforce, Outlook, Excel and Word
Excellent oral and written communication skills
Ability to work and interact with all department throughout the organization
Have knowledge of leasing industry and/or contract terms
Demonstrated initiative
Sense of urgency
Exceptional Leadership Skills
Exceptional analytical and problem solving abilities
Timely follow-through
Early adoption to change management

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13 Funding Manager resume templates

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Funding Structures Manager Resume Examples & Samples

Advise business & finance leaders within a sub-business or country segment regarding complex financial accounting and reporting issues
Lead compliance with the Sarbanes-Oxley Act and LE Governance
Lead the general accounting operations
Interpret and implement GE General Accounting Procedures (GAP) and Generally Accepted Accounting Principles (GAAP)
Drive the quarterly closing and reporting processes coordinating external and internal information requests and disclosures
Prepare financial statements, quarterly reviews and summarize the results for the Controller
Implement controls within simplification and process improvement initiatives
Interface with headquarters Regulatory Reporting leadership and at times provide direction and guidance to other team members
Continuing effective partnerships within Treasury and throughout Corporate, Tax and the businesses is of paramount importance
Corporate Treasury will look to this person to focus on core controllership and financial management of the US funding structures
Active participation in key strategic initiatives driving simplification, standardization and automation of inter-company funding activities is imperative. Along with being technically strong in treasury, capital markets and accounting principles, this individual must be able to quickly assess situations and lead cross-functional teams in completing high-profile initiatives
Lead a team of professional accountants who perform the controllership and Federal Reserve reporting of 90+ Legal Entities
Enhance and strengthen Controllership and reporting over several legal entities actively participating in inter-company funding and multi-currency loan management
Manage funding relationships between the Treasury Funding Structures and businesses
Management of financial statement preparation, ensuring compliance with local and US GAAP for each entity in the funding structures
Lead the Regulatory Reporting for the legal entities in this region
Engage and execute all strategic Controllership and Inter Company Funding initiatives as mandated by Corporate Treasury and Corporate Headquarters
Manage impairment reviews and make recommendations to the Negative Equity Group on how best to resolve the situation
Help optimize the legal entity funding of the business, while ensuring regulatory compliance, by working closely with ICF Front Office, Middle Office, Businesses, Tax and Corporate Treasury
Provide guidance to businesses on appropriate accounting and controllership practices for intercompany funding transactions, consistent with GE Treasury standards and local requirements
Liaise with group of professionals from an external accounting firm
Develop more robust reporting and analytics supporting regulatory and tax requirements
Analyze foreign exchange exposure and document hedging strategies
Use interpretive and analytical skills to drive operational excellence in above areas and offer solutions to further enhance processes
Minimum 4 years of finance or accounting experience
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future for this job opening
Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
Must be willing to work out of an office in Stamford, CT
MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT
Bachelor’s Degree in Finance or Accounting. Certified Public Accountant (CPA) or equivalent certification. Financial services industry experience
Demonstrated ability to manage multiple priorities
Minimum five years of accounting, US GAAP, controllership and/or compliance experience preferably in Banking or Treasury and in a financial services global business environment
Experience with the closing and reporting process

Funding Manager Resume Examples & Samples

Manage the day-to-day funding activities for residential and commercial acquisitions and originations, including forecasting of funding activity, review of custodian reports, determining adequacy of documentation for funding and generating funding reports and requests
Approve wire transfers for origination fundings
Ensure proper controls and approvals are in place and are met prior to initiating funding and that purchase proceeds are properly posted
Communicate and coordinate funding activities with transaction managers, branch office staff, custodian, sellers and lenders
Coordinate with branch offices to ensure timely funding of Lakeview originated loans
Monitor Opportunity Fund loan inventory to ensure that loans are properly allocated based on guidance from finance, legal, and tax
Ensure policies and procedures are in place and updated
Review pending warehouse facility agreements and become familiar with all relevant requirements of existing agreements. Assist with development of new reports and data files for new agreements. Monitor compliance with warehouse facility requirements
Work with IT and other departments to improve processes and reporting
Prepare daily activity reports and special reports as requested
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
Special projects as assigned by the First Vice President, Loan Operations
Must have thorough understanding of funding processes and lender requirements and be sensitive to internal and external deadlines
Must have knowledge of mortgage collateral documents
Thorough understanding of warehouse agreements and the related funding requirements
Must have strong proficiency in Microsoft Excel, Word and Access
Must be detail oriented and organized with the ability to work under occasional pressure
Must have ability to manage and direct the work of others
Must have excellent verbal, written and interpersonal communication skills with the ability to interact effectively with internal and external constituencies

Manager, Funding Southeast Region Resume Examples & Samples

Manage teams of Auto Finance Funding Specialists with assistance from Auto Finance Funding Supervisors
Ensure acceptable QC audits for the overall team
Drive funding team to meet daily/monthly volume goals
Conduct weekly meetings with direct reports (Funding Supervisors) to understand and prioritize tasks of the week
Demonstrate good time management
Maintiain an effective staff and adequate headcount through hiring, training, mentoring, and terminating team members as needed
Approve and conduct annual performance reviews for team members
Maintain continuous awareness of the daily, monthly, and annual pulse of the respective region regarding potential growth and funding volume expectations
Act as a Liaison between regional managers, other department managers, auto dealership partners, and the funding team
Understand when to create and implement strategies that will help manage the region's funding goals and expectations
Attend regular regional meetings either via conference call or in person
Coordinate with internal and external compliance regulators on needed changes to funding process and procedures
Demonstrate effective communication with peers, subordinates and other department managers
2+ years Management experience
2+ years related work experience, including Auto Finance Funding experience
Proficiency with Daybreak Lending Suite required

Manager, Liquidity & Funding Management Resume Examples & Samples

5-10 years of experience in a related field: Corporate Treasury, Capital Markets, Risk Management or Investment Banking; CFA, degree in Math or business; MBA Finance or equivalent preferred
Strong quantitative skills with the ability to analyze, evaluate and form independent judgments
Good Knowledge of financial analysis and financial modeling
Solid Knowledge of capital markets, market risk, and hedging strategies are an asset
Knowledge of various research tools, including Bloomberg
Ability to work on multiple projects with a high attention to detail
Self-starter with good commercial perspective
General knowledge of the Bank’s structure and accounting systems a positive
Excellent communication skills and delivers clear, effective communication (both verbal and written)
Ability to manage multiple tasks and meet timelines with a high attention to detail and without compromising the integrity of deliverables
Advanced financial modeling skills
Strong interpersonal & leadership skills with the ability to develop strong relationships
Strong aptitude for governance controls and documentation
Ability to exercise independent thought and judgment and adapt to new tasks quickly
Ability to synthesize technical information
Demonstrated computer skills with the ability to learn new systems and applications

Manager, Liquidity & Funding Resume Examples & Samples

Bachelor’s degree in Accounting, Finance, or Economics required
Advanced degree (MBA/Finance) or financial credentialing (such as CFA or CPA) a plus
2-4 years in a financial analyst role, preferably within the financial services industry
Proficiency in Essbase, SQL, and SAS a big plus
Experience and comfort working with larger datasets
Self-Starter and team player

Senior Manager, Funding Resume Examples & Samples

Funding Management
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
Identify, gain approval of and assist in implementing strategies to meet specific liquidity management objectives, e.g. loan sales, securitizations, debt issuances, etc
Collaborate with Capital and Tax on structuring funding transactions
Recommend / influence pricing, term, and size decisions in the retail, corporate, and wholesale spaces
]Knowledge
General knowledge of economic, social and political forces and marketplace trends
One or more of the following: CPA, MBA Finance, CFA
10+ years of experience in senior roles in Finance or Treasury
Expert knowledge of bank funding management, including rules and regulations
Expert knowledge of financial analysis and modeling
Ability to influence others to accomplish assigned tasks
Comfort and experience dealing with senior executives, senior regulators, outside board members, external parties, etc

Senior Manager, Capital Markets & Funding Resume Examples & Samples

Provide team management regarding all aspects of treasury with emphasis on capital markets activities and backup Treasurer as needed
This position will be responsible for several different areas of expertise that is not found in comparable Treasury organizations (peer Treasury organizations have larger teams with specialists in each area)
Management of people and processes as they pertain to all funding of the $29+ bio portfolios in U.S. and CAD
Manage and develop prudent strategic liquidity plans for U.S. and CAD
Ability to serve as backup in all daily tasks of funding (CP), ALM and all capital markets activities
Further develop ABS programs in U.S and CAD
Manage professional staff of money market and capital markets personnel including: hiring, coaching and career development
Represent Treasurer in all internal and external transactions including effective negotiation with banks, lawyers, accountants and investors
Closely follow US, CAD and International capital markets and economic conditions assessing short term and strategic impacts
Serve as “second in-charge” of Treasury as needed
Manage bank relationships
Ability to travel domestically and internationally as needed and outside of business hours
7- 10 years in funding/banking/treasury or relevant accounting experience
3+ years ABS structuring experience (preferred)
General treasury and funding experience (preferred)
Integration – joining people, processes or systems
Ability to communicate and interact effectively at all levels of organization and with outside partners
Ability to work in an environment with multiple and changing priorities
Ability to represent Treasury outside of normal work hours
Bloomberg experience
MBA or equivalent senior work experience

Manager, Liquidity & Funding Resume Examples & Samples

Develop strong relationships and collaborate with LOBs and other with cross-departmental teams on liquidity matters
Accountable for ensuring relevant parties are appropriately informed and provided with relevant and timely information to ensure compliance with regulatory and internal requirements
Assist with the communication of liquidity matters to regulators and financial disclosures
Assist subsidiaries in adhering to liquidity management standards
Participate in the design and implementation of business processes to provide timely and accurate data and information for liquidity risk assessment
Assist in the ongoing maintenance of, and changes to, existing models
Risk Management and Control (Governance)
Support the monitoring of liquidity and funding risks, including the risk mitigation provided by liquidity portfolios, to identify trends in assumptions and negative trends in relation to trigger events
Key relationship management role with LOBs, Enterprise Market Risk Management, Capital Markets, Corporate Treasury, Corporate Accounting Group, Technology, Legal, Compliance and Operations
Develop cross-functional skills to assist other team members achieve Corporate Treasury and Bank goals, ensuring knowledge and skill remain commensurate with the requirements of the position
KNOWLEDGE AND SKILLS

Manager, Liquidity & Funding Management Resume Examples & Samples

Business Delivery & Implementation (Strategy)
Assist in the development of liquidity strategy and collaborate with business units to develop business unit liquidity strategies
Accountable for timely and accurate reporting liquidity and funding risks
Ensure the Bank is in compliance with regulatory liquidity metrics and Board approved liquidity risk tolerances, including liquidity triggers
Develop financial models to measure liquidity and funding risks
Develop subject matter expertise on liquidity and funding matters, providing market expertise and advice to Finance, LOBs and other internal partners
Maintain current knowledge of local and global regulatory changes in the capital markets and prepare briefing materials for senior executives on implications to the Bank
Demonstrate strong project management, time management and relationship management skills to lead cross-functional internal and external teams to deliver results within tight deadlines
Develop liquidity reporting and analytics to meet regulatory and internal management needs
Coordinate with LOBs and functional groups (e.g. T&O, Chief Accountant Group) in the Bank to develop and implement effective, efficient business processes to meet Treasury’s data and reporting requirements
Keep abreast of regulatory developments and interpret the impact on Liquidity and Funding risk management measurement practices
Ensure operating standards and processes covering liquidity and funding management are followed. Provide recommendations for corrective action or improvements, as necessary
Help develop and maintain models to ensure they appropriately capture the on-going impacts of liquidity and funding risks

Treasury Funding & Portfolio Manager Resume Examples & Samples

Understanding and managing the daily cash position of the branch, including execution of Treasury trades necessary to place excess cash or borrow funds to cover deficit positions
Working in partnership with relevant control functions to ensure compliance with both the internal and regulatory requirements with sufficient liquid assets; and producing associated reports
Working in partnership with the middle/back office functions to address any trade questions or discrepancies, and assist in other operational issues from front office perspective
Daily funding and liquidity risk management for the branch, including local currency, USD and other active currency nostros
Collateral and reserve management, including purchase of Government/Corporate securities, for settlement and regulatory compliance
Positions management (including BPV and cashflow gaps) within assigned limits
Daily pricing and submission of rates for Loans and Deposits, Transfer pricing and Market benchmark rate setting
Liaise with internal lines of businesses and interbank counterparties
Execution and trade booking of daily deals
Daily P&L estimation and reporting
Other liquidity related reporting, including collateral report, stress test, daily market commentary, etc
Participation in front-office projects such as cashflow/balance sheet analysis, system implementation, regulatory projects, etc
3 – 5 years’ experience in Treasury or Corporate Finance role, or Treasury/Investment Bank middle/ back office experience
Knowledge of financial money markets with Finance / Economics background preferred
Good knowledge of Excel, Reuters and Bloomberg Terminal is required
Knowledge of MAS’ regulatory requirements for Banks is advantageous
A high level of attention to detail, excellent organisational and time management skills and strong communication skills are required; and
Strong control mindset

Senior Manager, Capital Markets & Funding Resume Examples & Samples

Analytical and conceptual thinking - using logic and reason, creative and strategic
Communication skills - interpersonal, presentation and written
Computer savvy - skilled in the use of software

Manager, Funding Resume Examples & Samples

Maintain responsibility for staff performance and effectiveness
Provide daily oversight of funding teams to ensure minimum funding requirements are met
Assist in daily department operations as requested and / or needed
Communicate with VP of Funding regarding possible changes that should be implemented to help make the funding process more efficient
Work closely with the Funding Process Manager on ongoing training efforts and process changes
Maintain an effective staff and adequate headcount through hiring, training, mentoring, and terminating team members as needed
Complete verbal and written performance plans and records of counseling for nonperforming team members
Understand the strategy of the region's sales volume objectives and determine the number of funders needed to reach those objectives
Demonstrate good decision making skills
Perform additional duties as needed or requested
3+ years Management experience preferably in the Auto Finance Industry
4+ years Supervisory experience preferably in the Auto Finance Industry
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited information exists
Proficiency with Oracle required
Ability to organize multiple projects, exercise good judgment, maintain a high level of confidentiality, exhibit a professional demeanor and possess a mature presence

Manager, Liquidity & Funding Resume Examples & Samples

Ensure timely and accurate production and analysis of monthly liquidity measurements, liquidity transfer pricing charges and structural cash position
Assist in development and maintenance of Liquidity and Funding Policy/Standard/Mandate and Contingency Funding Plan & associated stress scenario descriptions and assumptions
Assist in ensuring the capture of all material liquidity and funding risks within departments
Monitor and measure department's liquidity and funding requirements and ensure standards are in compliance with company's standards
Provide data to regulators and response to inquiries into company's liquidity and funding function
Interact with Management in order to gain accurate information and supply Management with timely liquidity advice and appropriate liquidity transfer charges
Respond to Regulator questions and concerns regarding liquidity guidelines and policy requirements
Support projects throughout the organization acting as a subject matter expert on liquidity to assist where needed
Maintain a close relationship with the operational back-office group which handles the debt interest payments and day-to-day handling of outstanding wholesale debt and Federal Home Loan Banks (FHLB) & Federal Reserve pledging programs for bank
Analyze monthly changes in department's liquidity position and report for inclusion in the Funding & Liquidity Management reports that are sent to the Asset/Liability Committee (ALCO), Federal Reserve, and Office of the Comptroller of the Currency (OCC) for their review
Analyze cash flow projections for department parent and non-bank subsidiaries
Integrate new liquidity requirements required by Basel III, Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR), Comprehensive Capital Analysis and Review (CCAR) capital plan, resolution plan and other regulatory body sponsored initiatives
Work closely with parent company Corporate Treasury on the Liquidity Technology Project, currently in flight, which is designed to capture liquidity data on a daily basis
Assist with liquidity and funding enhancement projects, development of daily cash flow monitoring, ad hoc stress testing, incorporation of financial forecast, and expanded legal entity liquidity testing
Provide direction and knowledge leadership to Funding and Liquidity staff members and other members of Corporate Treasury
Contribute to the strategy recommendations for liquidity and funding risk management while ensuring the bank's safety and soundness while optimizing returns
Support of ALCO committee - provide ALCO report and supporting analysis as needed
Interact with intercompany treasury departments on a regular basis to discuss liquidity and funding measures, data requests and projects
Meet with Management on a regular basis to discuss liquidity and funding risks and to assist Management in policy compliance monitoring and reporting
Direct contact with various regulators on liquidity and funding topics
4-6 years of experience as a Financial Analyst/Manager role in the Finance or Treasury area
One or more of the following completed or near completion: CPA, MBA Finance, CFA
A completed post-secondary Degree educatoin
Ability to manage multiple tasks and meet timelines without compromising the integrity of the information
Comfort and experience dealing with internal auditors, regulators, external parties, etc
Proficiency in Essbase, SQL and SAS are favorable

Funding Manager Resume Examples & Samples

Bachelor’s Degree or Associate’s Degree with 1-2 years of prior business/office experience
Proficiency in Salesforce, Outlook, Excel and Word
Early adoption to change management
Exceptional analytical and problem solving abilities
Have knowledge of leasing industry and/or contract terms
Exceptional Leadership Skills
Demonstrated initiative
Ability to work and interact with all department throughout the organization
Timely follow-through
Thrive in a fast paced environment while continually maintaining a positive attitude and promoting teamwork across departments
At least one to two years in Business, Finance, Insurance or Customer Service position/industry

Correspondent Lending Funding Manager Resume Examples & Samples

Effectively and efficiently manage the daily distribution of incoming files for funding so that reviews, loan data capture, fundings and on-boarding activities are accomplished accurately and within departmental timeframes. Balance workloads within sub-groups, as necessary, to achieve turn times
Regularly monitor staffing levels (permanent and temporary) to maintain desired service levels and departmental file quality goals. Recommend staffing additions to Correspondent Lending (CL) management when appropriate, and add appropriate staff members when approved
Function as the primary problem-solver on all funding-related issues by working directly with Correspondents, on both Best Efforts and Mandatory Executions
On a regular basis, conduct random file audits to ensure that both permanent and temporary team members are properly performing file reviews and obtaining all required credit and closing contingency items prior to funding. Regularly evaluate processes to identify desired improvements
Conduct random wire transfer audits to ensure that all wiring activities are being completed within BB&T requirements
Research, analyze and decision all critical Fraud Guard issues on affected files. As needed, confer with internal credit resources to determine criticality of issue and resulting decision
Function as the subject matter expert on the Freddie Mac selling system upload and interface with UniFi for CorrAdvantage sellers and their production. Assist CorrAdvantage relationships with upload issues, as needed
Function as a subject matter expert for the imaging system, business rules, and workflow configurations. Make recommendations on system enhancements to improve efficiencies and client service
Provide initial and on-going training for both permanent and temporary resources assigned to team
Five years of experience in mortgage production, closing, review or servicing, preferably in a management role
Excellent knowledge of mortgage loan procedures and documents
Bachelor's degree in business-related field, or equivalent education and related training

Liquidity & Funding Manager Resume Examples & Samples

Regular liaison with local Corporate Treasury, Global Product Controllers, Legal Entity Controllers, and regional TCM counterparts to provide business support for the Funding and Liquidity
Partner with EMEA Corporate Treasury in ongoing optimization of liquidity and funding activities
Oversee and manage the day-to-day deployed production team in Mumbai responsible for EMEA managed activities and products (i.e. cash, overnight deposits, reverse repos, FX swaps, legal entity funding, etc)
Validate the integrity of Net Revenue and Balance Sheet general ledger account balances on a monthly basis
Escalate appropriately risk issues as and when they arise
Deal with New Product Approvals, ad hoc queries and requests as they arise
Key contributor to EMEA and department level initiatives (i.e. Entity optimization initiatives, finance training, report enhancements, and cross departmental silo busting initiatives to enhance efficiency and effectiveness between teams)
High level of knowledge and understanding of Treasury functions
Strong communicator with ability to interact with senior Business Unit counterparts
Strong interpersonal skills and proactive
Solid experience in product control with risk and control management skill set
Qualified with relevant Professional Qualification (i.e. Accounting or CFA)
Good organization skills, able to meet deadlines and resolve issues on a timely basis
Strong sense of accountability and ownership
Ability to critically evaluate processes and controls and make suggestions for improvement

Funding Manager Resume Examples & Samples

At least 3 years of experience in fixed income markets
Experience with MTN’s and Structured Notes is a positive
Broad experience with valuation models for interest rate and equity derivatives (exotics)
Good programming skills (For example: VBA, C++, Matlab, Python)
Experience with Murex is a positive
Good communication skills in English
Self-starter and a good feel for priority setting
Team player and the ability to both acquire and transfer relevant knowledge
Organising & monitoring

Senior Manager, Term Funding, Treasury Resume Examples & Samples

Ensuring that the Society’s Funding & Capital need are executed in an effective, flexible, diverse and cost-efficient manner
Managing secured and unsecured market access to meet the needs of the Society’s Plan maintaining all metrics within management risk appetite
Anticipating the impact of internal and external developments and the regulatory backdrop
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
Supporting the maintenance of capacity in all relevant markets, providing analysis and insight in determining how to balance the potential conflicting demands of cost versus duration and presence
Ensuring efficient use of the Society’s assets in secured funding transactions and making recommendations to optimise collateral usage
Working within a dynamic, strictly governed team you will be expected to look to the future, contributing to the development and maintenance of robust, compliant execution capability that is both scalable and appropriate to other asset classes and associated transaction types
Maintaining a high performance environment where you, your team and others build adaptable skills that are transferable across Funding & Capital Markets, the wider Treasury team and the Finance & Efficiency Community
Be an ambassador for Treasury, gaining and sharing knowledge across the wider Society

Funding Manager R&D Resume Examples & Samples

Network within Infineon to develop innovative projectsto be funded
Create competitive consortiafor both national and European projects
Be responsible for the full processfrom proposal via negotiation to project management
Collaborate with international project partners internally and externally
Write reportsand support deliverables
Support the execution of project reviews

Funding Manager Resume Examples & Samples

Oversee the scheduling and assignment of work for all team members
Monitor turn times and metrics within the team to insure that Stonegate’s standards are met
Create an atmosphere of service and flexibility with clients to enhance the customer experience
Resolve issues and problems arising within the department
Communicate ongoing issues or trends to the Divisional Operations Manager for resolution and/or awareness within the sales team
Keep abreast of new compliance regulations that affect the closing team and function, training associates on new policies and procedures
Work with other divisional closing/funding managers to perfect the Stonegate process
And keep the Policies and Procedures updated to reflect any changes made
Participate in capacity discussions and hiring or termination of associates, as needed
Monitor, assign and oversee the clearing of post-closing conditions
Respond to all Quality Control findings in a timely manner, utilizing those findings for corrective action with associates or discussion with Regional Operation Managers for improvement in procedure
High School diploma required; some college preferred
At least five (5) years’ mortgage industry experience in Closing, Compliance or a Funding function
Previous experience in a supervisory role preferred

Closing / Funding Manager Resume Examples & Samples

Must be knowledgeable of the closing and funding process, which includes but is not limited to Encompass, Jack Henry, OnBase boarding system along with the Wire system/process
Thorough knowledge of 1-4 family loan closings, including TRID compliance requirements. FHA, VA, Conventional, Construction, Jumbo, Investor, and Lot loans and other appropriate compliance requirements for loan closing and funding documentation
Requires knowledge of general business methods and techniques
Ability to work within defined time frames and make deadlines
Demonstrated ability to manage a staff position will require the ability to schedule, train and oversee a multi-task staff and manage time sensitive projects
Comply with policies, procedures, security requirements, and government regulations
Excellent Word processing, Excel and communication skills

Asun Clubs & Orgs Funding Manager Resume Examples & Samples

The Student Officer understand the importance of and work to develop professional relationships with constituents, staff, faculty, peers, etc
6) Work scheduled hours
7) Properly complete and submit HR paperwork on time
8) Assist in the promotion of the mission of ASUN and Nevada
9) Behave in a manner that is ethical, maintaining a high level of integrity
10) Other duties as called upon by my position

Funding Manager Resume Examples & Samples

Job function consists of
Managing a staff of 4 employees
Supervise the vital business funding process with daily deadline requirements. Daily Funding includes : New business, Refunds, and Operational Wires, as well as, Daily Disbursement reconciliation
Maintaining a strong control environment surrounding all business disbursements
Other business process management includes: A/P invoices, Document Scanning, Customer Check Scanning, Escheatment, Audits , and Dealer Deactivations
Ensure timely and accurate processing
Team and Peer Training
Assist team in resolving accounting variances
Interface with upper management regarding the performance of individuals, team and current processes
Assist upper management in accessing the workflow to identify opportunities to improve productivity and maintain expected service levels
Escalate any trends or conditions that may affect the daily processes or control conditions
College degree preferred with concentration in business or finance
Equivalent work experience, including 3 - 5 years in banking, accounting, disbursements, accounts payable or related financial operations. Audit experience a plus
Demonstrates initiative and confidence
Strong computer and reporting skills are required. Must be proficient in MS Access, MS Excel and Sequel
Infolease knowledge a plus
Effective organizational, written communication and follow-up skills

Senior Manager, Funding, Tbsm Resume Examples & Samples

Co-lead the Funding Transaction Execution team responsible for all non-MBS funding transactions, including ABS, covered bonds, senior unsecured debt and the structuring and issuance of all types of capital instruments (subordinated debt, preferred shares and common shares)
Provide leadership and guidance in the Funding team and communicate vision while coaching, developing and fostering a high performance and cohesive team
Demonstrate expertise in securitization and other wholesale funding markets
Develop and implement investor reach-out strategy
Communicate funding strategy to other areas in the bank to ensure support and engagement
Contribute to the development, implementation and continuous improvement of processes, policies and tools to meet regulatory and compliance requirements, industry best practices and/or achieve organizational goals
Special projects as may be assigned by senior management
Demonstrated experience in treasury and funding or in a similar role/experience in structuring and executing wholesale market transactions or in a similar market facing role
Demonstrated effective people and project management skills
Strong team player that enjoys knowledge sharing
Proven business judgment and problem solving skills
Excellent PC skills: expert knowledge of Microsoft Excel, and solid knowledge of Microsoft Word and PowerPoint

Capital Structure & Funding Manager Resume Examples & Samples

Assisting the Treasury Director to produce reports and analysis as required to support our growing international business
Manage the Capital structure and Funding accountant role, completing PDRs and offering opportunities for training and development
Ensuring that foreign exchange and treasury transactions are recorded in accordance with accounting standards, particularly IAS32 and IAS39. Supporting the transition to IFRS9
Responsibility for budgeting and forecasting of all ‘below the line’ items including financing and dividends
Advise and provide support to divisional finance teams on foreign exchange policy and risk mitigation strategies
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
Ensure completeness and accuracy of accounting for Intercompany loans & interest
Be a qualified accountant - ACA/ACCA/CIMA with relevant experience
Have worked in a large multinational PLC ideally with experience within a Treasury or Group accounting function
Have good knowledge of and be able to apply accounting standards with particular emphasis on those dealing with financial instruments
Be a great communicator with the analytical skills and desire to progress
Be able to contribute to a team with energy, initiative and enthusiasm

Junior Funding Manager Resume Examples & Samples

Bachelor’s degree or Associates degree with 1-2 years of prior business/office experience
1-2 years in business, finance, insurance, or customer service position/industry
Salesforce experience a plus
Knowledge of leasing industry and/or contract terms a plus

External Funding Manager Resume Examples & Samples

Minimum scientific background (MSc or PhD)
Strong internal as well as external networking skills to interact with R&D and other departments (Safety, Clinical R&D, Finance, Legal)
Strong interpersonal, communication and influencing skills to foster teamwork and decision making
Effective time management, ability to clearly identify priorities and manage multiple tasks
Good knowledge and understanding of GSK global strategy and objectives. Integrate this knowledge in decisions and recommendations
English skills
Knowledge of publicly funded project management, knowledge of H2020, IMI, Région Wallone being an asset
Ensure signature of legal contracts and agreements in due time
Ensure scientific reports are prepared and sent on time
With help of Finance Department, ensure financial reports are prepared and sent on time
Ensure time is properly recorded by GSK teams in specific timesheets and costs are efficiently tracked by business operations
Ensure payments are made to collaborators in collaboration with Finance dept
Coordinate regular meetings with project participants
Coordinate communication between project participants and with GSK and external stakeholders (in collab with Ext Comm team)
Manage the preparation of communication and dissemination plan(s), ensure regular updates of the project website (in collab with Ext Comm team)
The job involves coordination with various external [universities, funding authorities (EU…), consultants…] and internal (R&D Teams, Finance, Legal,Communication, Procurement…) partners
The job involves scientific discussions with experts
The job involves management of projects with the highest quality in a high pressure environment when reports need to be submitted (deadline to be met)
Interactions with people with high expertise (including PhD’s and MD’s) including interactions with external collaborators
Possible interaction with external authorities (EU…) to maintain clear communication and good relationship