Finance Specialist

Position Summary

The Production Consumer Finance Specialist ensures all financed home improvement

projects have the appropriate lender line of credit available to support the project as well

as any change orders. This role serves as the financial control point for production,

facilitating all new needs for credit to support increased project scope and change

orders. The role ensures that financing is cleared before installation begins. The ideal

candidate is detail‑driven, organized, and confident navigating both internal teams and

external lenders.

Verify all financed projects are fully cleared for production prior to scheduling.

Confirm loan approvals, funding statuses, and documentation accuracy across all

lender platforms for change orders and project scope of work increases.

Facilitates securing credit applications where applicable for jobs in production.

Assists production and ops as needed to secure project funding.

Work within the credit analyst team rotation as needed to cover sales UCA’s.

Serve as the primary point of contact for lender questions related to production‑ready

projects.

Escalate complex lender issues to management when needed.

Partner with production teams to ensure all financing documentation is completed

accurately at the point of sale.

Communicate production holds, missing documents, or financing issues to the

appropriate teams.

Support production managers by providing real‑time updates on project funding

status.

Partner with sales as needed.

Maintain accurate records of all financing approvals.

Ensure all lender‑required documents are collected, stored, and submitted according

to compliance standards for production related financing as needed.

Assist with onboarding new lender programs and updating internal processes as

requirements evolve.

Track daily and weekly production‑ready project counts and funding statuses.

Experience in consumer finance, loan processing, project coordination, or

administrative operations.

Strong attention to detail with the ability to identify and correct documentation errors.

Excellent communication skills, both written and verbal.

Comfortable working across multiple systems, lender portals, and internal platforms.

Ability to manage multiple priorities in a fast‑paced production environment.

Familiarity with home improvement financing or CRM systems is a plus.

Highly organized with strong follow‑through.

Confident communicator who can coordinate across departments and with external

lenders.

Problem‑solver who thrives on clearing financial roadblocks.

Process‑driven mindset with a commitment to accuracy and compliance.

Calm under pressure and able to manage time‑sensitive production deadlines.