Joshua Lopez

Sr. Fintech + Lending Growth Operator | $2.5M+/Mo Revenue | 100+ Dealer Onboardings | Co-Designed Upstart’s Lending Systems | Known for Process Design, People Development + Real-Time Troubleshooting

Role
Senior Dealer Success Manager at Upstart
Location
Orlando, FL, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Joshua Lopez

Josh, here! I’ve built my career inside the operational cracks; the places where…

Experience

  1. Senior Dealer Success Manager

    Upstart

    Sep 2022 — Present · San Mateo, CA, US

    Directly manages a $2.5M+ monthly revenue book spanning 45+ dealerships, including 15 Lending-focused accounts• Executed 100+ dealership onboarding launches, independently and in collaboration with team members• Authored and implemented the Lending Playbook, Upstart’s first standardized launch and training guide• Designs and consistently delivers (300+) training sessions, ranging from high-level virtual workshops to 1:1 coaching, covering critical topics such as deal flow management, statement calculation, funding optimization, stip resolution, and Lending process navigation• Serves as a core mentor to 15 DSMs and 3 Managers by operating as the go-to Lending expert• Leads ARL Deal Reviews for the national Lending team, reviewing 100% of funded loans to identify behavioral trends in Upstart’s AI model and competitor gaps• Co-developed and moderates “#ex-manager-brain-trust,” a cross-functional forum with Product leaders that curates real dealership knowledge to reduce unnecessary Zoom calls and protect Upstart’s reputation with clients• Rescued underperforming accounts such as Ron Bouchard Auto Group, driving dealership-wide funded loan increases from 4.3% to 15.4% within 3 months, and helping stores grow MoM originations by up to 100% • Scaled Carite of North Orlando, Upstart’s first independent dealer partner, to average 20+ funded loans/month, establishing a new performance benchmark in an unsupported vertical• Earned the “Top Gear Award” twice for leading all DSMs in Lending dealership growth, upsells, and onboarding volume; award based on revenue impact, peer nominations, and cross-functional contributions beyond role expectations• Acts as a trusted strategic advisor to Upstart’s VP of Product during the launch of Upstart Auto Finance (UAF)• Coaches DSMs through complex DR and lending challenges by breaking down dealership personalities, payment structure dynamics, and resistance points

Education

  • Davis and Elkins College

    Bachelor's Degree

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Joshua Lopez — Senior Dealer Success Manager at Upstart in Orlando, FL, US | Unifers