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.
Key Responsibilities
Project Funding & Production Readiness
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.
Lender Coordination & Issue Resolution
Serve as the primary point of contact for lender questions related to production‑ready
projects.
Escalate complex lender issues to management when needed.
Production & Operations Collaboration
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.
Compliance & Documentation Management
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.
Reporting & Data Accuracy
Track daily and weekly production‑ready project counts and funding statuses.
Qualifications
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.
Success Traits
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.