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.

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 systems and processes
• Communicates professionally with both internal teams and external partners
• Maintains strong attention to detail across complex workflows
• Balances operational discipline with problem-solving agility
• Enjoys analyzing deals and structuring financing solutions
• Works well in a fast-paced, high-growth environment

You do not need to walk in knowing everything. You need to walk in ready to learn everything.

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.

Qualifications

Preferred qualifications include:

• 2–3+ years of experience in operations, underwriting, loan processing, office management, or financial services
• Experience in lending or funding marketplaces preferred but not required
• Strong organizational and time-management skills
• Excellent communication skills with internal teams and external partners
• Experience working with CRM systems and operational tools
• Comfort using spreadsheets and reporting dashboards
• Ability to prioritize multiple projects simultaneously

We hire for coachability, character, and work ethic first. We can teach the rest.

Benefits & Perks

Training & Leadership

This position reports directly to the CEO and is mentored directly by the CEO.

You will receive hands-on, daily training from the founder of the company, including:

• Small business loan underwriting
• Deal structuring and lender guidelines
• Operations and workflow management
• Building professional lender relationships
• Internal systems and SOPs
• Ongoing LMS training and development

This is a rare opportunity to be developed by leadership from day one, with a clear path to running operations as we grow. We invest heavily in our people because we believe great teams are built, not found.

Strong Base + Performance Bonuses
$60,000 base salary plus performance bonuses tied to funded deals, operational execution, fee volume, revenue volume, deal profitability, and overall funded production. As the company grows, your upside grows with it.

Comprehensive Benefits
Health, dental, and vision insurance plus a 401(k) retirement plan.

️ Paid Time Off
Enjoy 20 paid days off each year to rest, recharge, and spend time with the people who matter most.

Direct CEO Mentorship & Leadership Development
Work directly alongside the CEO and learn the operational side of the funding business from the inside. You will receive hands-on training in underwriting, deal structuring, lender guidelines, pipeline management, SOPs, and operational leadership.

Clear Career Growth

We promote from within, and this role is being built for it.

Potential advancement opportunities include:

• Senior Operations Manager
• Director of Operations
• VP of Operations
• Chief Operating Officer

Modern Charlotte Office

Prime location near Bank of America Stadium with:

• Free parking
• Snacks and beverages
• Games and collaborative workspaces
• In-office barber

Best-in-Class Technology
CRM systems, automation, dashboards, workflow tools, lender processes, and internal systems designed to help you manage pipeline activity, protect data accuracy, and keep deals moving efficiently.

High-Performance Culture
Work alongside ambitious, growth-minded teammates who care about execution, accountability, and helping entrepreneurs win. This is a place for people who want to be coached, challenged, trusted, and developed into leaders.

Build Real Finance & Operations Expertise
This is more than an operations job. You will learn how small business financing really works, how lenders evaluate deals, how to structure responsible capital, and how to help business owners improve their long-term fundability.

Location

Charlotte, North Carolina

In-Office Role

We believe strong teams are built through collaboration, communication, and accountability.

Who Succeeds at Small Biz Heroes?

The people who thrive here aren't always the most experienced.

They're the ones who embrace coaching, outwork the average person, and refuse to quit when things get difficult.

If you want your effort to directly impact your career and future, you'll fit right in.

Small Biz Heroes is an Equal Opportunity Employer. We hire based on character, capability, and commitment to excellence.

Ready to Join the Mission?

If you want to learn this industry from the inside, build operational excellence, and grow into leadership while supporting entrepreneurs across the country, we want to meet you.

Apply: [email protected] Learn More: www.smallbizheroes.com