Investigation Coordinator

This position is responsible for the daily activities associated with ancillary product refund cancellations that must be adjudicated for Allied’s lender client base. The Investigation Coordinator role primarily involves a QA workflow/process aimed at product providers, gathering product‑level data, and resolving the quote investigation process within the larger Refund Plus workflow. The role also focuses on obtaining and maintaining up‑to‑date information for dealers/providers and inputting that data into various systems, as well as resolving priority or aged loans that require manual intervention to meet operational and client SLAs.

Responsibilities

• Data Entry, Analysis, and Database Maintenance – 10% – Analyzing and comprehending various documents for pertinent information; inputting data into multiple technology platforms to execute automated processing; utilizing external client programs to retrieve necessary documentation for the cancellation process; reviewing intake materials processed by other parties to ensure accuracy; maintaining dealer/provider contact information and master contact lists.
• Communications Servicing – 30% – Investigating flow of funds for quote information due from ancillary product cancellations via follow‑up contacts with dealers, providers, or the client by email, phone, fax, or letter; attending meetings via Teams or in‑office with external or internal parties related to coordinator processes; contacting dealers/providers for current contact information via phone, email, or internet search.
• Problem Solving – 25% – Ensuring compliance with state‑driven requirements related to product cancellations and fund flow; multitasking across multiple systems; working within various programs and formats to ensure quote information and intake data ingestion are accurate and efficient; determining discrepancies between provider‑quoted refunds and estimated refund data; locating and documenting missing contract bookings using internal or external resources.
• Priority Research – 30% – Creating and brainstorming new and improved processes and procedures; investigating various quote‑status scenarios to ensure accurate refunds and meet state regulations; researching specific product contract language to resolve cancellations; reviewing secondary technology platforms to clear pending cancellations; prioritizing workload based on client‑facing or internal SLAs.
• Other duties assigned – 5% – Special projects and duties as assigned.

Qualifications

• High school diploma or GED required.
• Less than 1 year of work‑related experience required.
• Access to external programming systems needed for documentation work (e.g., RFP program, Cox Automotive, and client documentation programs).

Benefits

• Medical, dental, and vision insurance coverage.
• 100 % company‑paid life and disability coverage.
• 401(k) options with company match.
• Three weeks PTO by the end of the first year.
• Robust compensation package and career growth opportunities.
• Promotion from within and a diverse business portfolio offering broad career options.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.