Funding Manager Job Description
Funding manager
provides complete overview of the Underwriting quality trending on all Conforming, Conventional, Jumbo & Super Jumbo loans to meet GSE, Appendix Q & Client guidelines.
Funding Manager Duties & Responsibilities
To write an effective funding manager job description, begin by listing detailed duties, responsibilities and expectations. We have included funding manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Demonstrate expertise in regulatory capital, senior debt, covered bond and other wholesale bank funding markets, including securitization
Develop and implement state of the art analytical tools and actively keep up to date with latest trends in the area of Corporate Finance and Financial Planning
Develop and project manage the new funding database and analytics platform
Coordinate and produce the funding plan including the funding strategy analysis and regular board/committee reports
Participate in the enterprise-wide stress testing( EWST) and Resolution planning representing funding team on funding related matters
Monitor and report on regulatory and market development, rating agency methodology and rating changes and other market movement that affect the bank's funding strategy
Contribute to the development, implementation and continuous improvement of processes, policies and tools to meet regulatory and compliance requirements, industry best funding management practices and/or achieve organizational goals
Complete special or ad hoc projects that may be assigned by the LFM management team
Manage project agenda for Global Funding Control
Lead, facilitate and contribute to progress of Institutional Securities initiatives including Enhanced Balance Sheet and Finance Cost Attribution
Funding Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Funding Manager
List any licenses or certifications required by the position: PMP
Education for Funding Manager
Typically a job would require a certain level of education.
Employers hiring for the funding manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Economics, MBA, Management, Education, Business/Administration, Engineering, Marketing
Skills for Funding Manager
Desired skills for funding manager include:
FHA
VA
Bond
Federal
Jumbo
New construction loans
State
USDA
Advance your career in this exciting
Fast paced role
Desired experience for funding manager includes:
Provide support on all matters associated with funding and capital issuance transactions, including the maintenance, renewal, and / or the establishment of the Bank's capital and funding programs, with an expectation to grow into a leadership role in all aspects of such offerings
Proactively work with and source information from professional advisors / wholesale dealers and a variety of different groups in the Bank to, among other things, complete transactions and act as the subject matter expert in debt capital markets
Research, source and organize data, and provide meaningful analysis to identify the actions of peer organizations, trends and developments that could impact the Bank’s capital management and funding activities, and provide in-depth analysis and recommendations on the capital and debt markets in Canada and international jurisdictions
Identify, analyze and assess the impact of this data and provide expert opinion and / or guidance to the leadership team and / or executive management
Coordinate, review and prepare complex documentation, including legal documentation for prospectuses, investor presentations / “road shows” and / or regulatory requests / requirements
Establishing, documenting and maintaining operational procedures and controls associated with funding activities
Funding Manager Examples
1
Funding Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of funding manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for funding manager
- Active participation in key strategic initiatives driving simplification, standardization and automation of inter-company funding activities is imperative
- Partner with the business by consulting subsidiaries on internal and external funding solutions
- Enable fact based decision by creating transparency on expected net debt and interest result development
- Manage medium sized projects and/or actively participate in projects in the area of Corporate Finance and Financial Planning
- Negotiate Commercial Paper issues and support negotiation of credit facilities, capital market transactions and other funding instruments
- Manage & execute the monthly/quarterly and year-end credit facility, intercompany loan, guarantee, trade finance program and financial position reporting
- Ensure smooth operation of the day to day business, such as the issuance of guarantees and intercompany loans, by taking on ownership for related actions
- Enforce adherence to the M1 Treasury Policy
- Development of efficient and meaningful reporting tools using Microsoft Excel, Word, and Access, including the use of Visual Basic macros where possible to automate and improve processes and reporting
- Managing various ad-hoc and strategic projects
Qualifications for funding manager
- Strong competence with various analytical tools, procedures
- Bachelor in Business Administration / Banking Qualification
- 3-8 years experience in Corporate Finance / Treasury / Banking
- CFA level 1 or equivalent skills
- Advising – work with many groups across the Bank providing information on the implementation of new financial modeling and funding initiatives and how they will be affected
- Knowledge of financial products which are used in the financial services industry, particularly derivatives and repurchase agreements would be beneficial
2
Funding Manager Job Description
Job Description Example
Our growing company is looking for a funding manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for funding manager
- Maintain and monitor internal liquidity requirements for all GSAM hedge funds
- Provide financing market/short term interest rate color and commentary to portfolio management sector teams
- Establish and maintain relationships with financing and prime brokerage counterparties
- Participate in GSAM strategic infrastructure and technology builds to improve efficiency of trade booking and planning processes
- Participate in negotiations/discussions involving the launch of new GSAM mandates
- Work with legal and credit to establish new counterparty trading lines
- Project pipeline management
- Chair the project steering group ensuring effective and timely project decisions
- Develop and maintain mutually beneficial internal and external client relationships
- Maintain and enhance MPF's project methodology framework including the associated project tools & templates
Qualifications for funding manager
- Management of the NHA-MBS and CMB programs, including analyzing asset availability, structuring and ongoing operations
- Key member of the working group of projects in addressing operational capability for future growth
- Lead & assist as needed in various silos of project phases to define, design & implement an operational technology platform
- Understand the operational compliance requirements & build manual processes for short-term needs
- Build strong knowledge of regulatory & statutory requirements and implement corresponding processes
- Focus in building an effective control environment and strong governance and make recommendations for implementation
3
Funding Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of funding manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for funding manager
- Coach and mentor project SME's in the project methodology and promote the uplift of MPF's project capability
- Mentor, coach and develop a small BA team and promote the uplift of MPF's analytics capability
- Be an active management team contributor providing input into strategy and innovation
- High degree of motivation, commitment, ability to work independently, in the team environment
- Lead, develop and deliver the securitization platform project deliverables based on the project plan
- Provide leadership and guidance in the securitization platform project team and communicate vision while coaching, developing and fostering a high performance and cohesive team
- Demonstrate expertise in the full life cycle of secured funding programs and structures
- Communicate secured funding strategy and securitization platform requirement to other areas in the bank to ensure support and engagement
- Collaborate with the securitization operation team in developing business requirement and user testing, and other aspects as defined by the plan
- Other projects as may be assigned by LFM senior management
Qualifications for funding manager
- Work experience in funding/liquidity management or financial risk management
- Utilize strong analytical skills in operational modeling & structural monitoring
- 3 – 5 years experience in secured funding program management, including structuring, execution, operation and compliance
- Proven strategic thinker who understands the value of operational excellence
- Demonstrated in-depth knowledge of NHA MBS & CMB programs
- Demonstrated competency in legal agreements interpretation & understanding of private securitization legal and structural framework
4
Funding Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of funding manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for funding manager
- Train and support development of other members of the team (VF Assistant)
- Performing detailed analysis of the external debt and cash portfolio as part of the quarterly closing process
- Providing ongoing subject matter expertise on accounting and reporting for cash and external debt in accordance with US GAAP
- Preparation of quarterly regulatory reports, cash and external debt sections of the Finance Analysis Book and a number of other monthly management reports
- This position will work closely with Treasury’s Global Liquidity and Controllership’s Global Reporting groups
- The individual filling the role must also build successful relationships with business partners
- Additional responsibilities include participation in special projects, creating, updating and monitoring compliance with accounting policies in the Treasury area
- Investigates, identifies, and analyzes key issues and the associated alternatives, benefits, and consequences to develop practical decisions
- Represent Operations globally by project managing the Process pillar for the ECIF project
- Lead engagement with the overall ECIF PMO and other work stream leads to drive alignment on responsibilities, schedule & deliverables
Qualifications for funding manager
- Project management experience and skills a definite asset
- Demonstrated strong analytical skills in modeling, profitability analysis
- Organizational and time management skills, a keen attention to detail
- Ability to interface effectively and build strong relationships with internal and external partners
- Self-motivated with healthy curiosity to learn through challenging status quo
- Minimum 5-10 years of experience in negotiating and structuring lower middle market transactions
5
Funding Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for a funding manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for funding manager
- Own and drive a cross company training plan for all audiences involved in the ECIF process
- Continually assess the scope of new business requests or change requests and manage the implementation of these changes across the team
- Contribute to the design, review and implementation of global consistent processes and tools
- Lead, manage and supervise the day-to-day operations of a team of up to 15 Credit Specialists, set clear performance expectations, drive accountability and employee engagement
- Develop Credit Specialists to verify loan application documents, capacity for the purpose of repaying their personal loans according to our risk and compliance guidelines, and contact customers to offer assistance when additional information is required to process the loan application
- Recruit, onboard and coach new Credit Specialists
- Partner with others across the organization to identify and drive the implementation of new process/strategic opportunities that improve credit policy, loan processing, efficiency and effectiveness
- Serve as a subject matter expert and teacher for sound loan fulfillment and funding practices across Marcus
- Partner with Work Force Management to prioritize work assignments from multiple channels as a resource allocator and ensure loan processing service levels are met or exceeded
- Directly interact with customers, review/work applications and act as an escalations point of contact to resolve complex cases
Qualifications for funding manager
- Proficient in Stucky, Excel, Word, PowerPoint, and CRM systems
- Completion of a Commercial or Investment Banking training program is preferred, but not required
- Proven years of experience across one of Markets, Market Risk, and Counterparty Credit Risk, in a position of managing risks or oversight thereof
- Very strong technical knowledge of market and counterparty credit risks and xVAs in particular
- Deep understanding of derivative interest rate risk models and how these have evolved in relation to CVA & FVA
- Thorough understanding of the regulatory framework around counterparty risk and a genuinely inquisitive nature around the impact thereof