Auto - Booking and Funding Specialist I - Plano, TX

JPMorgan Chase & Co. • Plano, TX

12d • Onsite

About The Position

The Booking and Funding Specialist I reviews and processes retail and lease applications and contracts to ensure they meet credit decisions, program requirements, documentation standards, and funding validations before booking. The role supports dealership partners by phone, answering funding questions, clarifying requirements, and resolving contract or application issues that could delay a deal. The specialist maintains accuracy and established controls while meeting service-level expectations in a high-volume environment, and works with leaders and supporting teams to resolve issues and reduce downstream impacts.

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.
• 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 requiring 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 resolve them before 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 to maintain accurate records across the funding process.
• Adapt to changes in processes, systems, program requirements, and business priorities.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed