Position Responsibilities

The Funding Coordinator II plays a critical role in ensuring the accuracy, compliance, and efficiency of Channel’s funding operations. This position is responsible for managing the full lifecycle of the funding process — from document preparation and verification through disbursement — across a variety of product types and partner programs.

The Funding Coordinator II serves as a key point of contact for internal teams and external partners, leveraging strong communication and technical expertise to resolve complex documentation and funding requests. This role requires a deep understanding of funding policies, systems, and procedures to ensure transactions are completed accurately, on time, and in full compliance with company standards.

In addition to executing daily funding activities, the Funding Coordinator II contributes to departmental initiatives that enhance process efficiency, system functionality, and customer experience. The ideal candidate demonstrates consistent accuracy and productivity, exercises sound judgment, and takes ownership of outcomes while maintaining a strong focus on collaboration, problem-solving, and continuous improvement.

Key Tasks

• Prepare, review, and process documentation for multiple product types while ensuring all requirements and fraud checks are completed prior to funding.
• Accurately set up and maintain deals in Salesforce, Aspire, DocuSign, Tvalue, and Portal; identify and correct system or data discrepancies.
• Manage moderately complex transactions and partner programs (e.g., PPS, SLB, Franchises, Portfolio Purchases), balancing speed, accuracy, and compliance.
• Communicate clearly with internal teams, partners, and customers to explain stipulations and resolve issues.
• Collaborate across departments to ensure timely and compliant funding and provide feedback on process improvements.
• Contribute to training and mentoring of new team members; assist in testing and validating new system enhancements or process updates.
• Participate in special projects and continuous improvement initiatives that enhance efficiency, accuracy, and partner experience.

Key Performance Indicators

• Monthly units funded and funding requests processed.
• Accuracy and compliance with company documentation and audit standards.
• Turnaround time and adherence to service level agreements (SLAs).
• Contribution to process improvement, team development, and partner satisfaction.
• Demonstrated leadership in projects, training, or cross-departm

Skills & Specifications

• Strong attention to detail and organizational skills with the ability to manage multiple priorities.
• Excellent interpersonal and communication skills (verbal and written).
• Demonstrated ability to problem-solve and exercise sound judgment.
• Proficiency in internal funding systems.
• High adaptability to change and ability to thrive in a fast-paced environment.
• Demonstrated track record as a consistent top performer with strong productivity and accuracy.
• Strong math and analytical skills.

Education & Qualifications

• 2 or 4-year degree is preferred, but not required
• Previous experience as a Funding Coordinator or similar role

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-matched company 401K plan.