Partner Experience Specialist - Processing

Job Description

Job Description

Description:

Kinetic Advantage is a dynamic independent floorplan company led by trusted industry veterans. Our core focus is helping our Independent Dealer partners and team members succeed while providing them with exceptional and engaging user experience. We are committed to forging strong partnerships through transparent communication and simple, innovative solutions. We provide our partners and team members with the support and tools they need to grow throughout their journey.

Job Summary:

We want you to join our team of passionate self-starters who believe the world is full of untapped opportunities. So, if you get fired up about making a real difference as part of a winning team like we do, we want to hear from you.

The Partner Experience Specialist – Funding is responsible for delivering an exceptional and accurate experience to our dealer partners and internal team members by ensuring the timely and precise processing of funding-related tasks. This role is highly detail-oriented and requires the ability to work across multiple systems, manage competing priorities, and maintain accuracy in a manual, fast-paced environment. The ideal candidate is a self-starter with strong organizational skills, a partner-first mindset, and the ability to adapt quickly to changing workflows.

Duties/Responsibilities:

· Review, validate, and accurately enter funding documentation, unit details, and amounts across multiple systems while adhering to Kinetic Advantage policies and advance guidelines.

· Navigate several platforms and screens simultaneously to complete manual funding tasks with precision and efficiency.

· Enter, update, and verify partner and unit information with exceptional accuracy to ensure timely funding.

· Identify missing, incorrect, or inconsistent information and proactively work with partners or internal teams to resolve issues.

· Apply critical thinking to determine next steps in complex funding scenarios, adjusting actions based on documentation, partner needs, or workflow changes.

· Balance multiple accounts, deadlines, and priorities while sustaining a steady, organized workflow in a fast-paced environment.

· Handle inbound email communication as the primary channel, with occasional outbound calls or temporary inbound call coverage.

· Deliver clear, concise, partner-focused communication that enhances the overall funding and floorplan experience.

· Use lessons learned to refine work methods, reduce errors, and contribute to continuous improvement within the Funding team.

· Work closely with peers to troubleshoot issues, share insights, and maintain a supportive, high-accuracy team environment.

· Perform other duties as assigned to support departmental goals and partner needs.

Education and Experience:

· High school diploma or equivalent required

· 1+ years related experience in either the floorplan, automobile, or auction industry or with the Bureau of Motor Vehicles, preferred.

· Experience working across multiple platforms or tools simultaneously preferred.

· Finance or funding experience not required — training will be provided.

Required Skills/Abilities: 

· Exceptionally detail-oriented with proven accuracy in manual processes

· Strong organizational skills, including ability to multitask, work efficiently, and prioritize.

· Comfortable managing multiple systems, screens, and manual tasks simultaneously without losing focus.

· Ability to earn trust and build relationships digitally to effectively communicate and exchange information with a wide diversity of individuals, both verbally and written.

· Comfortable managing multiple systems, screens, and manual tasks simultaneously without losing focus.

· Exceptional problem-solving skills including the ability to process “if/then” scenarios and adapt to changing workflows.

· Professional maturity to handle sensitive information and situations with tact and discretion.

· Familiar with Microsoft Office Suite or related software

· Excellent interpersonal and customer service skills

· Robust time management skills and attention to detail coupled with a proven ability to meet deadlines.

· Ability to thrive in a fast-paced environment.

· Proactive in catching and correcting own errors before they impact partners or downstream processes.

· Collaborative team player who enjoys brainstorming and improving efficiency with peers.

· Thrives in a close-knit team of process experts who support one another.

· Balances independence and initiative with active contribution to team success

· Integrity-driven — balances speed with accuracy and compliance

· Open to feedback and continuous improvement

· Adaptable and resilient in dynamic environments

Physical Requirements: 

· Ability to sit at a desk and work on a computer for prolonged periods of time.

· Must be able to communicate clearly both in written and verbal form.

· While performing the duties of this job, the employee will, at times, be subject to outside environmental conditions.

· Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards.

This job description reflects essential functions of this position but is subject to change at any time and does not restrict the tasks that may be assigned.

All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.