Position Summary: Responsible for supporting the Credit Managers/Credit Analysts in processing new dealer application packages, preparing and securing associated legal documentation and maintaining customer account information in various systems/databases. Frequent interaction with the field sales team and manufacturer/dealer customers.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Review and organize new application packages submitted by sales and prepare for submission to underwriting following underwriting guidelines and policies. (credit bureaus, financial statement organization, trade references)
- Ensure applications are processed within established time frames.
- Prepare approved dealer legal documentation, manage Uniform Commercial Code filings, search and notification process. Track and monitor to ensure all conditions of approval (pre and post funding) are satisfied.
- Enter and update information into computer system/database or log.
- Communicate effectively with sales, underwriting and our manufacturer and dealer contacts to facilitate a smooth and efficient new dealer boarding process.
- Perform other related duties and tasks as necessary or as assigned.
- Team environment- requires ability to assist in any process function when needed.
Qualifications:
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 accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Bachelor’s degree from a four-year college or university preferred. Or alternatively, minimum of high school diploma or GED and related experience.
Language Ability:
Ability to read and interpret documents such as operating instructions and policy and procedure manuals. Ability to draft customer facing emails and correspondence on a regular basis. Ability to communicate effectively via phone with a variety of manufacturer/dealer contacts.
Math Ability:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to interpret graphs.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written or oral format. Ability to deal with problems involving several concrete variables in standardized format.
Computer Skills:
Microsoft Office required, specifically, Outlook, Word, Excel, and Access
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
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. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel and to talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, stoop kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
