Dealer Services Document Review Specialist

Duties

• Analyze, research, monitor, and document all dealer ACH, Company Name, and DBA name changes along with completing required owner verification/confirmation phone calls.
• Accurately enter new and existing dealers’ information, upload supporting documentation in all operating systems including but not limited to SalesForce, DecisionLender, and Spectrum.
• Document notes properly in all required areas per company processes and procedures.
• Aid dealers/customers with signing documents via the SDocs platform, troubleshooting any issues accordingly and reporting them to management.
• Respond to all dealers, internal staff and management requests, complaints and/or issues; follow proper communication procedures to resolve phone call/email requests, following proper communication procedures to resolve all requests, complaints and/or issues from dealers, internal staff and management.
• Communicate with other department staff and managers to help review and resolve customer verification/document issues by contacting dealers for any missing items: stipulations, signed documents, liability insurance, required state licensing, etc.
• Identify discrepancies, inconsistencies, or errors, on lead/dealers’ records and communicate findings to relevant department managers.
• Handle escalated dealer calls, ensuring that accurate information is provided regarding missing items, stipulations, and/or document review issues on customer and dealer accounts.
• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned.

Essential Duties and Responsibilities

• Must be able to come to work promptly and regularly.
• Must be able to take direction and work well with others.
• Must be able to work under the stress of deadlines.
• Must be able to concentrate and perform accurately.
• Must be able to react to change productively.

Minimum Qualifications

• Associate’s degree in business, finance, communication, marketing or related field OR 2 years marketing or sales experience.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• To perform this job successfully, an individual should have knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).