Jobs · OTHR

Stipulation Specialist

Foundation Finance Company Careers · Rothschild, WI · 1 mo ago
RemoteRemoteOTHR$18.5/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. We need to parse the posting. Key content: - Description & Duties: Responsible for processing and reviewing stipulation documents. Builds relationships with dealers though regular communication via phone and email. Position is responsible for achieving volume and quality goals. Assists with answering inbound dealer and customer calls, and entering credit applications as needed. Works across departments by answering customer service and payment calls, verifying loan terms, and assisting with other functions as needed. - Pay Range USD $18.50 - USD $20.00 /Hr. - Essential Duties And Responsibilities (list): * Process stipulation documents and review against company requirements. * Develop understanding of company stipulation policy to identify documents and situations requiring supervisor review. * Communicate with dealers to answer questions, resolve issues, and provide information. * Work with management to develop underwriting skills and achieve higher levels of decision authority. * Verify loan terms with new customers, answer customer service calls, and process customer payments over the phone. * Maintain existing business and develop new business by building strong dealer relationships. * Other duties as assigned by management. * 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 1 years’ experience in underwriting or lending. * Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. * Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. * Ability to write speeches and articles for publication that conform to prescribed style and format. * Ability to effectively present information to top management, public groups, and/or boards of directors. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. * Ability to apply concepts of basic algebra and geometry. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. * Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * To perform this job successfully, an individual should have knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer). - About Foundation Finance: description of company. - Available Benefits: list: * 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 * Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details. * Office environment with significant time spent sitting, typing and talking on the telephone. - Also there is Remote Work Disclaimer: list of states. - There's also equal employment opportunity boilerplate which we must remove. - Also there is "If you reside in the state of Colorado, please click on the following link to review our benefits: Foundation Finance Benefits" - that's a link, maybe we can keep? It's part of benefits but it's a link; but we should not include navigation/legal/EEO. This is maybe okay to keep as part of benefits? It's a link to benefits page; but it's not boilerplate? It's a specific instruction for Colorado residents. Might be considered boilerplate? It's not EEO but it's a conditional link. Might be okay to keep? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those. It's a link to benefits page for Colorado residents. Might be considered navigation? It's a link. Safer to omit? The instruction: remove navigation. This is a navigation link. So we should drop it. - Also "These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally." This is somewhat generic but still substantive? It's a bit fluff but still about benefits. Might keep as prose under Benefits. - Also "Remote Work Disclaimer Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI." This is substantive about remote eligibility. Could be part of Requirements or maybe a separate section? Not listed in allowed headings but we could put under Requirements or maybe under "Qualifications"? It's not exactly a qualification but a location requirement. Could be placed under Requirements as a bullet. The allowed headings include Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put location requirement under Requirements. - Also "Office environment with significant time spent sitting, typing and talking on the telephone." This is a work environment detail; could be under Requirements or maybe under Responsibilities? Probably under Requirements as a note. - Also "Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details." This is benefits detail; we can keep under Benefits. - Also "Pay Range USD $18.50 - USD $20.00 /Hr." That's Pay. - No explicit Schedule info given. So we should not create Schedule section. - No explicit Skills section separate from qualifications; but we could put skills under Skills heading if we have specific skill list. The qualifications include many abilities; we could treat those as Skills. But we need to avoid thin sections. Perhaps combine Qualifications and Skills? The instruction: Prefer a few substantive sections over many thin ones. We could have sections: About the role (maybe not needed as heading? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role as a heading for the introductory paragraph. Then Responsibilities for duties. Then Requirements for minimum qualifications and maybe location/work environment. Then Benefits for benefits. Then Pay for pay range. Possibly Skills could be omitted if covered under Requirements/Qualifications. But we have both Requirements and Qualifications as separate allowed headings. We need to decide which to use. The posting has "Minimum Qualifications" and also a list of abilities. Those could be under Qualifications. The "Must be able to..." items could be under Requirements (like mandatory attributes). However the instruction says include a section ONLY when the posting has real, specific content for it. So we can have both if they have distinct content. Let's map: - About the role: The initial paragraph describing the role: "Responsible for processing and reviewing stipulation documents. Builds relationships with dealers though regular communication via phone and email. Position is responsible for achieving volume and quality goals. Assists with answering inbound dealer and customer calls, and entering credit applications as needed. Works across departments by answering customer service and payment calls, verifying loan terms, and assisting with other functions as needed." That's substantive. - Responsibilities: The list of essential duties and responsibilities (the bullet list). That's substantive. - Requirements: The "Must be able to come to work promptly and regularly..." etc plus maybe location requirement and office environment. Those are mandatory attributes. - Qualifications: The Associate's degree OR experience plus the list of abilities (reading, analyzing, etc.) plus Microsoft Office knowledge. That's substantive. - Skills: Could be derived from abilities but maybe redundant. Could omit Skills to avoid thin section. - Benefits: The list of benefits. - Pay: The pay range. - Schedule: Not present, omit. We must not repeat job title as heading. No Job ID. We must output only HTML fragment, no /, no markdown fences. We'll produce something like:

About the role

Responsible for processing and reviewing stipulation documents. Builds relationships with dealers though regular communication via phone and email. Position is responsible for achieving volume and quality goals. Assists with answering inbound dealer and customer calls, and entering credit applications as needed. Works across departments by answering customer service and payment calls, verifying loan terms, and assisting with other functions as needed.

Responsibilities

  • Process stipulation documents and review against company requirements.
  • Develop understanding of company stipulation policy to identify documents and situations requiring supervisor review.
  • Communicate with dealers to answer questions, resolve issues, and provide information.
  • Work with management to develop underwriting skills and achieve higher levels of decision authority.
  • Verify loan terms with new customers, answer customer service calls, and process customer payments over the phone.
  • Maintain existing business and develop new business by building strong dealer relationships.
  • Other duties as assigned by management.

Requirements

  • 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.
  • Must reside in one of the following states for remote consideration: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI.
  • Office environment with significant time spent sitting, typing and talking on the telephone.

Qualifications

  • Associate’s degree in business, finance, communication, marketing or related field OR 1 year’s experience in underwriting or lending.
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Ability to write speeches and articles for publication that conform to prescribed style and format.
  • Ability to effectively present information to top management, public groups, and/or boards of directors.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).

Benefits

  • Day

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