Funding Assistant
About the Company
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Position Summary
The Funding Assistant will be responsible for providing general clerical support to the retail and lease loan processing teams.
Essential Duties and Responsibilities
- Manage the reception desk in lobby and monitor appropriate access to enter designated areas.
- Enter the incoming mail received into the receiving log.
- Date stamp, scan documents, and title images appropriately.
- Distribute incoming mail to appropriate personnel.
- Process and distribute refund checks to the appropriate department.
- Organize sensitive files ensuring Safeguard procedures are adhered to.
- Prepare loan packages to be shipped to the Loan Servicing Department and/or warehouse facility, and outbound mail.
- Maintain confidentiality of personal information for consumers, including, but not limited to, Social Security numbers, and dates of birth.
- Log return mail in respective LOS system and filing document according to retention policies.
- Other duties may be assigned.
Qualifications and Competencies
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Experience
- Ability to obtain knowledge of loan processing procedures, regulations, and guidelines.
- Efficient analytical and mathematical skills.
- Strong written and oral communication and customer service skills.
- Ability to work efficiently in a fast-paced environment.
- Proficient in using Microsoft Office Suite.
Education
High school diploma/GED with a minimum of 2 years of related experience.
Additional Requirements
- Overtime required – required on an as needed basis.
- Travel 0-10% - as required on an as needed basis.
- Must have reliable transportation and live within commutable distance to Houston, TX.
Preferred Qualifications
- Customer Service, Receptionist or Auto Loan Processing experience.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
- Required to use a headset and/or telephone for calls.
- Occasionally required to stand; walk and stoop, kneel, crouch, or crawl.
- Occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required include close vision.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- The noise level in the work environment is usually moderate.
Work Schedule
- This position is an onsite role, requiring an in-office presence Monday to Friday or to align with company requirements.
- The role also requires flexibility to work various shifts to meet business needs, which may include evening hours, holidays, and weekends.
- Travel requirements are estimated at 0–10%.