Dealer Services Analyst

About the role

The Dealer Services Analyst researches, monitors, tracks, and documents all new contractor/dealer applications, and existing contractor/dealer record changes to ensure company and compliance standards are being met. This role prepares all needed documents and research to onboard the contractor to become a dealer with the company.

Responsibilities

• Accurately enter new and existing dealers’ information and upload supporting documentation in all operating systems, including but not limited to SalesForce, DecisionLender, Spectrum, and TrustLayer.
• Document notes properly in all required areas per company processes and procedures.
• Respond to all dealers, internal staff, and management requests, complaints, and/or issues; follow proper communication procedures to resolve phone call/email requests.
• Collect, analyze, research, monitor, and document all new dealer applications, dealer workup checklists, dealer ownership, ACH, company and DBA name changes.
• Confirm identity, history, and establishment of potential dealers by researching and analyzing data from multiple software systems.
• Coordinate with Business Development Managers and Inside Sales to assist with any needed items, updates to lead/dealer records, and request assistance with contacting lead/dealer.
• Communicate with other department staff and managers to help analyze and resolve customer verification/document issues by contacting dealers for any missing items, stipulations, signed documents, liability insurance, required state licensing, etc.
• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned.

Requirements

• Associate degree in business, finance, communication, or related field OR 2 years’ of experience in research, market analysis, or consumer finance.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Knowledge of Word Processing software; Spreadsheet software; Internet software.
• Experience with Adobe Illustrator and PDF.
• Must be able to come to work promptly and regularly; take direction and work well with others; work under the stress of deadlines; concentrate and perform accurately; react to change productively.

Schedule

• One evening shift per week.
• One Saturday every 7 weeks.

Pay

Pay Range: USD $19.75 – USD $21.00 per hour.

Benefits

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day one.
• Paid Sick and Volunteer Time Off.
• Paid Parental Leave Options.
• Employer Paid Life and Disability.
• Wellbeing on Demand Program.
• Flexible Work Environment with a casual dress code.