Deals Specialist

Ron HooverRockport, TX
8d

About The Position

We are seeking a highly organized, detail-oriented individual to join our team in Rockport, TX. If you thrive in a fast-paced deadline-driven environment and love problem-solving, we want to hear from you!

Requirements

  • Analytical skills: Ability to analyze financial data and documentation in great detail to identify inconsistencies, irregularities, or potential risks.
  • Attention to detail: Meticulous approach to reviewing large volumes of information for accuracy, ensuring no errors are overlooked.
  • Communication skills: Excellent written and verbal communication to report findings clearly and work collaboratively with various dealership teams.
  • Problem-solving: Ability to investigate discrepancies, determine root causes, and find solutions to resolve issues effectively.
  • Integrity: A high degree of integrity and discretion in handling sensitive financial and personal information.
  • Adaptability: The capacity to learn new dealership software and adapt to changing processes is important.

Responsibilities

  • Deal auditing: Review and reconcile deal paperwork to ensure it is complete, accurate, and compliant with both dealership and manufacturer requirements.
  • Compliance checks: Ensure all mandatory documents—such as loan agreements, disclosure forms, and odometer statements—comply with federal, state, and manufacturer guidelines.
  • AR reconciliation: Reconcile bank deposits to open accounts receivables for customer and bank payments.
  • End-of-Month Participation: Verify completion of all bank deposits, reconcile customer warranty refund statements, and assist with Vehicle Inventory Tax (VIT) reporting.
  • Discrepancy resolution: Identify and resolve any errors, missing information, or discrepancies with the finance and sales departments before processing the deal.
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