Auto - Booking and Funding Specialist I - Plano, TX
About The Position
The Booking and Funding Specialist I reviews and processes retail and lease applications to ensure contracts meet credit decisions, program requirements, documentation standards, and funding validations before booking. The role also supports dealership partners by phone, answering funding questions, clarifying requirements, and resolving issues that could prevent a deal from moving forward. The position contributes to strong customer and dealer outcomes by maintaining accuracy and consistent controls while meeting service-level expectations, and partners with leaders and supporting teams to resolve issues and reduce downstream impacts. This role balances inbound dealer calls with production work in a high-volume environment. It requires careful contract review, responsiveness, and problem-solving while meeting productivity, quality, and service expectations.
Requirements
- Strong attention to detail and ability to identify inconsistencies in contracts and supporting documentation.
- Strong customer service and phone communication skills to support dealership partners effectively.
- Ability to interpret and apply documented procedures, program requirements, and system-generated validations.
- Strong analytical and problem-solving skills.
- Ability to manage phone responsibilities and production work simultaneously in a high-volume environment.
- Strong written and verbal communication skills.
- Ability to work independently and escalate issues appropriately when needed.
- Demonstrated commitment to accuracy, quality, customer experience, and risk management.
Nice To Haves
- Experience in auto lending, consumer lending, underwriting, funding, loan processing, or financial services operations.
- Experience reviewing retail and/or lease automotive contracts.
- Familiarity with automotive financing documents, dealership processes, and contract requirements.
- Experience in customer service, call center, or dealer-facing roles.
- Experience working in a high-volume, metrics-driven operational environment.
Responsibilities
- Review and process retail and lease contracts to confirm accuracy, completeness, and adherence to funding requirements.
- Validate contract terms, vehicle details, pricing, taxes, fees, and other required deal information before booking.
- Review required documentation and stipulations, and identify items needing correction or additional information.
- Provide phone support to dealership partners by answering funding questions and resolving contract and application issues.
- Communicate contracting and funding requirements clearly and professionally to dealers.
- Apply established procedures, credit decisions, program guidelines, and system validations during processing.
- Use funding tools and systems to research discrepancies and drive resolution prior to booking.
- Balance inbound dealer calls with assigned production work while meeting service-level, productivity, and quality expectations.
- Identify and escalate unusual, complex, or higher-risk transactions using defined escalation paths.
- Document actions taken and outcomes reached to maintain accurate records across the funding process.
- Adapt to changes in processes, systems, program requirements, and business priorities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
