Job Description

Job Description

Position Responsibilities

As a Funding Manager at Channel, you will play a pivotal role in driving our company's growth and success by overseeing all aspects of funding operations within an assigned region/segment. The Funding Manager is responsible for supporting our partners by completing the documentation, review, and funding of both Equipment Finance and Working Capital loans/advances, and is accountable for leading the Funding Team with a focus on key metrics and reporting to assure superior performance across the team.

The position will play a key role in training new and existing staff, supporting projects and initiatives, and monitoring overall team performance to maintain quality and service levels. The position will be a working manager with the expectation of dedicating 10-15% of time to working transactions (directly or indirectly), with the remaining time focused on people management, supporting policy and procedures, reporting and monitoring, and projects and initiatives. The best candidates will be detail-oriented, comfortable reviewing key provisions of the document with clients prior to funding, team-oriented, and eager to be a part of a rapidly growing business.

Key Tasks

• Ensure team compliance with documentation procedures for processing loan, lease, advance, and equipment finance documents. Manage workflow queues and address escalated funding requests from partners.
• Lead all staff within the designated Funding Team; overseeing hiring, training, professional development, conflict resolution, and performance evaluation.
• Monitor service-level agreements and key performance metrics to ensure the team consistently delivers high-quality work, meets turnaround targets, and complies with policies.
• Provide functional expertise across products to support staff, ensure policy and process adherence, and facilitate transaction processing.
• Communicate observations, recommendations, and innovative ideas, and escalate critical issues promptly to the Vice President of Funding.
• Continuously assess and improve existing and new documentation, onboarding, and funding processes.
• Provide functional leadership for key projects and initiatives, including new product development, system and process enhancements, pilot projects, training, and collaboration with IT teams.
• Collaborate with internal staff, cross-functional departments, external partners, and customers.
• Perform additional duties as required, including periodic audits, reporting, and participation in special projects.

Skills & Specifications

• Demonstrated leadership of expanding teams responsible for multiple product lines.
• Proven ability to establish processes, document procedures, and develop training materials to ensure clarity, consistency, and repeatability of outcomes.
• Demonstrated problem-solving and innovation skills, with a balanced approach to risk management.
• Active contributor to the CPC Management team, supporting organizational objectives and overall company success.
• Experience in interviewing, hiring, training, and managing staff to achieve optimal performance.
• Strong interpersonal skills and a demonstrated commitment to ongoing professional development.
• Excellent verbal and written communication abilities.
• Exceptional attention to detail, with advanced organizational and time management skills.
• Demonstrated ability to multitask, perform effectively under pressure, and adapt readily to changing environments.
• Consistently maintains a positive attitude and demonstrates a strong willingness to learn.

Education & Qualifications

• 2 or 4-year degree is preferred, but not required
• Previous experience as a Funding Coordinator or similar role
• Prior experience in the Working Capital, Merchant Cash Advance, or Equipment Finance markets is preferred

Key Performance Indicators

• Partner/ Source Relationship Management: Turnaround Time, Customer Satisfaction, and Proper Alignment
• Fraud Risk Management: Training, Tools/Data, Technology/Automation
• Compliance Adherence
• Team Development: Efficiency and Accuracy

Company Summary

Channel is a leading provider of equipment finance and working capital funding solutions for small businesses, exclusively through Equipment Finance Companies. Utilizing customized technology and business processes, a strong balance sheet, and risk analytics, Channel provides single-source financing that supports third-party originators and their customers who have business growth opportunities and a need for capital.

Established in 2009, Channel is the only full-service independent lender offering a single source solution for equipment finance and working capital exclusively through equipment finance companies for their small and midsize business customers. The company is headquartered in Minnetonka, MN, with additional offices in Atlanta, GA, Des Moines, IA, and Marshall, MN. We are proud to be rated a Top Workplace.

Channel empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today’s marketplace. Channel is the perfect workplace for those who are motivated and have a desire to be part of a fast-growing, agile, and diverse organization where you can make a difference every day.

The company offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.

Channel Partners is an equal opportunity employer. We consider all qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, national origin, disability, veteran status, marital status, family status or any other basis prohibited by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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