Funding Supervisor

Key Responsibilities

• Assist in developing and implementing funding policies and procedures.
• Manage the funding process for approved loan applications, ensuring timely and accurate disbursement of funds to dealers.
• Communicate with Credit Analysts and Dealer Partners to resolve discrepancies and obtain additional information when necessary.
• Verify and ensure all necessary documentation is complete and compliant with company standards and regulatory requirements.
• Conduct thorough reviews of all collateral supporting documentation for accuracy to ensure proper collateral perfection.
• Utilize Loan Origination Systems (LOS) to process and manage funding transactions.
• Maintain accurate and up-to-date records of all funding transactions and documentation.
• Independently investigate and resolve document and booking questions.
• Provide excellent customer service and support to dealers and customers regarding funding questions and concerns.
• Participate in proactive team efforts to achieve department- and company-established service levels.
• Lead the identification of process improvements and ensure consistent adoption of best practices across the Funding team.
• Serve as the primary subject-matter expert on funding policies, documentation requirements, compliance expectations, and system workflows, providing ongoing coaching and leading training sessions for new and existing team members.
• Manage and resolve escalated dealer or credit partner issues requiring higher discretion, judgment, and cross-department coordination.
• Oversee audit readiness by reviewing funding files for accuracy and compliance prior to release of funds, ensuring alignment with internal policies and regulatory requirements.
• Own the drafting, updating, and implementation of procedures and workflows as funding processes evolve, partnering closely with management to execute operational changes.
• All other job duties as assigned.

• High school diploma, an associate degree or equivalent in Finance, Business, or related field.
• A minimum of 5+ years of funding experience is required.
• A minimum of 2+ years in a team lead, supervisor, or manager role is required.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to perform applicable mathematical calculations.
• Familiarity with Loan Origination Systems (LOS).
• Research and problem-solving capabilities.
• Strong analytical and decision-making skills.
• Demonstrated ability to identify process inefficiencies and recommend improvements.
• Experience providing training, mentorship, or guidance to junior funding associates in a lead, supervisor, or management role within retail finance.
• Proven capability to work with leadership on special projects, audits, and compliance initiatives.
• Knowledge of financial services regulations together with all internal policies and procedures.
• Knowledge of various loan structures, payment schedules, amortizations, interest rates.
• Ability to review and comprehend required entity formation documentation for all 50 states.
• Excellent communication and interpersonal skills.
• Basic understanding of financial information and lending regulations.
• Ability to work on-site at our Foothill Ranch, CA office.

• Experience in founding, co-founding or working in a fast-paced startup environment
• Experience in Powersports Finance Industry (motorcycle, ATVs UTVs, PWCs)
• Experience in a Fin Tech startup
• Bachelor’s degree or Advanced Professional degree

• $75,000 - $85,000

Equal Opportunity Employer
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