Team Lead – Inventory Finance Operations

Position Overview

The Team Lead, Inventory Finance Operations is responsible for managing a best-in‑class North America Inventory Finance (NA IF) Operations team, overseeing administrative and operational functions related to inventory line of credit requests, vendor program agreements and systems configuration. This role encompasses day‑to‑day supervision of the Inventory Finance Operations staff and includes drafting and reviewing documentation, system set‑up, lien perfection and process improvement.

The Team Lead focuses on vendor and dealer‑facing functions, communicating pain points in the process and interfacing with varied groups outside the Inventory Finance Team, including Accounting, Compliance and IT.

The incumbent must understand, abide and uphold the system of internal controls related to the essential duties and responsibilities of the position.

• Lead alignment efforts to integrate US and Canada Inventory Finance Operations teams and operate as NA IF team.
• Develop consistency by identifying and implementing best practices, seeking opportunities to refine processes, build efficiencies and automate where possible.
• Prepare Vendor Program Agreements consistent with credit approval terms and proposal letters. Once executed, Vendor documents are received; draft document templates for use by the team in accordance with VPA. If there are program changes, update the document package accordingly ensuring the Documentation team has access to the correct documents.
• Prepare, file and update UCC filings.
• Assist with Operational Excellence Projects as assigned.
• Review documents prepared by the Dealer Documentation Specialist and complete the Inventory Finance Dealer Checklists as defined by the IF SOX Narrative. Review the system set‑up and activate the dealer, linking dealer plans per the credit approval.
• Maintain a high level of proficiency in the Wholesale system, including plan creation, Dealer and Supplier creation.
• Manage SOX walk by providing required documentation to internal and external auditors.
• Provide excellent customer service to all manufacturer and dealer partners.
• Ensure all new lines are activated in a timely and efficient manner, coordinating with Ops, Risk and Accounting. Provide ongoing status updates and reporting to Management as required, and make recommendations when pain points are encountered.
• Set up new Vendor lines in the Wholesale system per the terms and conditions in the Vendor credit approval and vendor documentation.
• Maintain the Inventory Finance pipeline report, which tracks the status of all prospective dealers for the business unit. Run the weekly pipeline meeting with Sales, Credit and Operations, keeping the teams updated on all progress and potential issues.
• Assist the documentation team as needed, in generating systemic documents in accordance with credit review.
• Review daily fundings for booking accuracy, initiate funds disbursement and send reports as needed.
• Review pending order requests for the funding team.
• Provide training/coaching and prepare annual employee performance evaluations for Operations team members.
• Process restructure requests in the Wholesale System as approved by leadership.
• Verify that wire information obtained by the Inventory Finance team prevents fraud.
• Draft payoff letters, intercreditor agreements and default letters as required. If documents need to be negotiated, work with GM and Senior Risk Officer.
• All other duties as assigned.

• Turn approvals and documents in a timely manner.
• Continuously work to improve operational efficiency.

• Act independently; decision‑making within Company policy.

• Responsible for the day‑to‑day management of the Inventory Finance Operations team.

• 5 years of experience in Inventory Finance.
• Highly organized, detail oriented self‑starter, ability to work with minimal supervision.
• Strong computer skills – Microsoft Word, Excel, Vision, Wholesale System and Onbase.
• Ability to produce accurate and timely results while maintaining a…