Deal Processor

Key Responsibilities

• Monitor and respond to emails, voicemails, missed calls, and internal requests throughout the day, ensuring all inquiries receive a response within 24 hours.
• Review shared email inboxes and bank reconciliation communications for transactions or issues requiring action.
• Create and maintain transaction files for wholesale, purchase, dealer trade, and buyback activity.
• Process and post auction purchases, private-party purchases, wholesales, and dealer trades.
• Process vehicle payoffs using live checks and electronic funds transfers (EFTs) through manufacturer and lender online portals.
• Verify title documentation for completeness and accuracy before forwarding to the Title Department.
• Prepare and endorse titles and Manufacturer's Statements of Origin (MSOs) for wholesale and dealer trade transactions.
• Maintain tracking logs for purchases, wholesales, dealer trades, and outstanding documentation.
• Communicate with dealerships, buyers, and internal teams to obtain missing documentation and resolve transaction discrepancies.
• Follow up on outstanding mileage issues and ensure vehicles are entered into the dealership management system for processing.
• Match incoming dealer trade documentation with transaction files.
• Process and receipt wholesale, auction, and dealer trade payments.
• Cross-train and provide support for other accounting team members during absences.
• Coordinate with auctions to resolve title, buyback, and wholesale issues.
• Provide backup front desk coverage as needed.
• Process retired fleet/TRAC units, including payoffs and transaction posting.

Ongoing Responsibilities

• Follow up on aged transactions and document progress.
• Contact dealerships regarding dealer trades that remain outstanding beyond established timelines.
• Follow up with auction partners regarding unresolved title and buyback issues.

Weekly Responsibilities

• Follow up on aged transactions and document progress.
• Contact dealerships regarding dealer trades that remain outstanding beyond established timelines.
• Follow up with auction partners regarding unresolved title and buyback issues.

Monthly Responsibilities

• Audit buyback transactions to verify title receipt.
• Prepare completed purchase, wholesale, and dealer trade files for archival.
• Review and resolve outstanding dealer trades, wholesales, and purchase transactions.
• Assist with floorplan reconciliation and investigate discrepancies.
• Complete monthly vehicle inventory counts for assigned entities.
• Prepare assigned month-end accounting reports and supplemental schedules.