The Document Specialist is responsible for preparing deals to be sent to the Billing Clerk. This role involves submitting paperwork to and obtaining approval from finance sources on all finance deals, ensuring all required documentation is obtained and submitted to the finance source so that finance contracts can be paid in a timely manner. The Document Specialist will also work with the Sales Manager to secure a reasonable profit from every sale, check all paperwork for correct title, lien information, taxes, etc., and establish and meet monthly objectives. Additionally, the role requires verifying insurance with customers’ agents, obtaining deposits, and verifying trade payoffs. The position also mandates adherence to all company safety policies and procedures, with immediate reporting of any accidents to a manager or supervisor.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED