Dealer Services Analyst

Foundation Finance Company, LLC•Rothschild, WI

About The Position

The Dealer Services Analyst researches, monitors, tracks, and documents new contractor and dealer applications and changes to existing contractor and dealer records to ensure company and compliance standards are met. The role prepares the documents and research needed to onboard contractors as dealers. The position pays USD $19.75–$21.00 per hour. The analyst enters dealer information and uploads supporting documents into operating systems, documents notes according to company procedures, and responds to requests, complaints, and issues from dealers, internal staff, and management. The role works across departments to verify dealer information, resolve documentation issues, and coordinate updates and follow-up with dealers and internal teams. The position also provides night or weekend coverage and administrative support as assigned. The work takes place in an office environment with significant time spent sitting, typing, and talking on the telephone. The schedule includes one evening shift per week and one Saturday every seven weeks.

Requirements

  • Associate degree in business, finance, communication, or a related field, or two years of experience in research, market analysis, or consumer finance.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Knowledge of word-processing, spreadsheet, and internet software.
  • Experience with Adobe Illustrator and PDF.
  • Availability to work one evening shift per week and one Saturday every seven weeks.
  • Ability to work in an office environment with significant sitting, typing, and telephone use.

Responsibilities

  • Enter new and existing dealer information accurately and upload supporting documentation into operating systems, including Salesforce, DecisionLender, Spectrum, and TrustLayer.
  • Document notes in all required areas according to company processes and procedures.
  • Respond to dealer, internal staff, and management requests, complaints, and issues, using proper communication procedures to resolve phone and email requests.
  • Collect, analyze, research, monitor, and document new dealer applications, dealer workup checklists, dealer ownership, ACH information, and company or DBA name changes.
  • Confirm the identity, history, and establishment of potential dealers by researching and analyzing information from multiple software systems.
  • Coordinate with Business Development Managers and Inside Sales on needed items, lead or dealer record updates, and requests for assistance contacting leads or dealers.
  • Communicate with staff and managers in other departments to analyze and resolve customer verification or documentation issues, including contacting dealers for missing items, stipulations, signed documents, liability insurance, or required state licensing.
  • Assist other departments with night or weekend coverage, administrative tasks, and other duties as assigned.
  • Work promptly and regularly, take direction, collaborate with others, meet deadlines, concentrate and perform accurately, and respond productively to change.

Benefits

  • Day-one health benefits, including medical, dental, vision, and flexible spending options such as 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 coverage.
  • Wellbeing on Demand Program.
  • Flexible work environment with a casual dress code.
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