Funding Operations Manager

🛡️ Funding Operations Manager

Small Biz Heroes | Charlotte, NC (In-Office) 💰 $60,000 Base Salary + Performance Bonuses Tied to Funded Deals

⚡ Ready to Help Main Street Businesses Win?

At Small Biz Heroes, we don't just provide funding. We help entrepreneurs win.

Every day, business owners across America are forced to navigate a confusing and often predatory financing landscape. Our mission is to guide them toward responsible capital that strengthens their business rather than traps it.

While our sales team works directly with entrepreneurs, our operations team ensures every deal moves efficiently, responsibly, and professionally from submission to funding.

The Funding Operations Manager works directly alongside the CEO at the center of that machine.

This is not a role where you get handed a department and left alone. This is a role where you are trained, mentored, and groomed by leadership to eventually run the operational core of the company. If you are coachable, hungry, and serious about building a career in finance, this may be your calling.

🚀 What You'll Do

Deal Desk Underwriting & Client Success

You will work side by side with the CEO on every file that enters the Small Biz Heroes Deal Desk, learning to underwrite and structure deals at a high level.

Responsibilities include:

Underwriting files alongside the CEO and learning our deal desk standards

Reviewing business financials, bank statements, and supporting documentation

Identifying strengths, weaknesses, and funding opportunities

Structuring deals strategically to maximize client success and long-term fundability

Collaborating with Funding Managers to determine the best lending solutions for each client

Helping business owners graduate into better financing over time

This role is not about moving paperwork. It is about learning how to put entrepreneurs in the right capital and improve their long-term financial future, with direct mentorship from the person who built the system.

Pipeline & Lender Operations

Help oversee daily pipeline activity across Funding Managers, Processing, and lender communications, supported by an experienced processing team and a technology stack that automates most of the workflow.

Responsibilities include:

Monitoring pipeline health and deal progression

Ensuring timely lender submissions and stip collection

Following up with lenders on underwriting and funding timelines

Maintaining strong lender relationships through consistent communication

Supporting complex deal coordination between internal teams and lenders

You are not doing this alone. Our systems handle the heavy lifting so you can focus on judgment, communication, and deal quality.

Internal Operations Leadership

Support and help develop the Processing Team including:

Loan Processors

Analysts

Operations staff

Responsibilities include:

Training staff on lender submission standards and SOPs

Leading daily standups and pipeline reviews

Supporting operational performance improvement

Reinforcing accountability and team collaboration

As the company scales, the CEO will groom you to take ownership of these teams. This is where the leadership path begins.

Data Accuracy & Systems Oversight

Maintain operational discipline across internal systems.

Responsibilities include:

Monitoring Salesforce for data accuracy and pipeline integrity

Ensuring proper use of workflow systems and automation

Reviewing operational dashboards and KPIs

Enforcing SOP compliance across the team

This role protects the accuracy and integrity of SBH operational data.

Process Improvement & Operational Scaling

Identify opportunities to improve workflows and operational efficiency.

Responsibilities include:

Documenting and improving SOPs

Supporting new lender onboarding and integration

Assisting leadership with operational reporting and KPIs

Refining underwriting and deal-structuring processes to improve approval rates and client outcomes

Helping build scalable processes as the company grows

This role helps ensure SBH can scale without sacrificing quality.

🧭 Our Mission

To help entrepreneurs win with honest guidance and responsible capital that improves fundability and drives sustainable growth.

🌎 Our Vision

A world where small business owners understand capital, use alternative financing responsibly, and graduate to better funding — raising the standard for the entire industry.

💎 Our Culture: HERO

These values guide every deal, every decision, and every conversation we have.

H — Honest

We tell the truth, even when it costs us.

E — Enduring

We do hard things without quitting.

R — Responsible

We own outcomes, not excuses.

O — Optimistic

We look for the path, not the problem.

If these values resonate with you, you'll thrive here.

🎯 This Role Is Perfect for Someone Who…

Thrives in operational environments where organization, accuracy, accountability, and problem solving matter.

The right person for this role:

Is coachable and wants to be developed into a leader

Enjoys building efficient sys…