F&I Product Specialist - Asbury Automotive Group Las Colinas

Asbury Automotive Group•Irving, TX

About The Position

The F&I Product Specialist provides responsive, professional service to customers requesting cancellation and refunds for finance and insurance (F&I) products. The position supports assigned dealership locations by reviewing and processing cancellation requests, refunds, chargebacks, and reconciliations, and maintaining accurate account schedules and transaction records. The specialist communicates with customers, dealership personnel, lenders, and product providers to resolve questions and outstanding items. Success requires urgency, attention to detail, sound judgment, and a commitment to customer service, compliance, and process improvement. The role follows a Monday-to-Friday schedule from 8:00 a.m. to 5:00 p.m. Some Saturdays may be required, with advance notice.

Requirements

High school diploma or GED required.
One to three years of experience in accounting, finance, automotive administration, F&I operations, customer service, or a related business function preferred.
Self-motivated, with the ability to work independently and contribute to a team.
Positive, team-oriented approach and a focus on results.
Strong attention to detail and accuracy.
Excellent organization and time-management skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong customer service skills and a commitment to guest satisfaction.
Effective verbal and written communication skills.
Ability to investigate and resolve discrepancies independently.
Proficiency with Microsoft Excel and the ability to learn other business systems.
Professionalism, integrity, and a commitment to continuous improvement.
Availability for the stated Monday-to-Friday schedule; some Saturdays may be required with advance notice.

Nice To Haves

Associate or bachelor’s degree in accounting, finance, business administration, or a related field preferred.
Experience processing refunds, reconciliations, chargebacks, or other financial transactions highly desirable.
Automotive dealership experience preferred.

Responsibilities

Provide courteous, guest-focused service to customers requesting cancellation of F&I products.
Review cancellation requests and supporting documentation for completeness.
Process cancellations and refunds accurately and promptly in accordance with company policies, product terms, and provider requirements.
Respond to customer, lender, and dealership inquiries about cancellation requests, refund status, and related account activity.
Track refund requests through completion and provide timely updates when additional information or follow-up is needed.
Review, reconcile, and post F&I product chargebacks for assigned dealership locations.
Complete monthly chargeback reviews and postings by the established deadline of the 25th of each month.
Investigate and resolve discrepancies involving refunds, chargebacks, and product provider reporting.
Maintain complete transaction records and supporting documentation.
Review and maintain assigned F&I product schedules for accuracy and completeness.
Identify aging transactions, outstanding items, and discrepancies, and follow up with appropriate parties to resolve them.
Perform routine account cleanup and keep schedules current and compliant with company procedures.
Add and update schedule notes regularly in accordance with company standards.
Monitor processing queues and prioritize work to meet established service expectations.
Communicate professionally with customers, dealership personnel, product providers, and lenders regarding refunds, cancellations, and chargeback activity.
Build effective working relationships with assigned dealerships through consistent, responsive, and solution-oriented communication.
Provide timely updates and support the resolution of outstanding issues.
Collaborate with team members and cross-functional departments to improve efficiency and customer satisfaction.
Follow company policies, procedures, internal controls, and compliance requirements for financial transactions and reporting.
Protect the confidentiality of customer and financial information.
Maintain accuracy and quality while managing time-sensitive work.
Identify opportunities to improve processes and assist with special projects as assigned.
Perform any other duty assigned by the manager.