Fleet Specialty Analyst

Daimler Truck North America•Charlotte, SC

6h•Hybrid

About The Position

The Fleet Specialty Analyst is responsible for delivering superior service to Fleet customers and dealers while building customer relationships in support of Customer Service Indicators and Dealer Service Indicators. The Analyst is responsible for servicing all Fleet accounts. Provide a single point of contact for inquiries and requests from customers, dealers, DTFS Sales and other internal partners as they relate to servicing the DTFS Fleet portfolio. Responsible for timely follow-up on delegated items, and responsible for minimizing legal and financial risk through procedural compliance and processing excellence. This position encompasses a wide array of aspects from client services and remarketing at a high level of complexity.

Requirements

BS/BA and prefer 0-2 years of relevant experience OR 4 years of finance or data-driven experience in lieu of degree
1+ years of related customer service experience
Strong verbal and written communication skills
Familiarity with Microsoft Office Suite, specifically Excel
Experience with collecting data and establish trends and variances
Ability to manage customer portfolios consisting of multi-asset accounts
High level of confidence communicating verbally and in writing with a wide range of customers from staff level to executive management

Nice To Haves

Bachelor’s Degree in Accounting, Business Administration, Finance, etc.
Experience with ALFA, PEGA, F&I Pro, or eCreditPro

Responsibilities

Prepare legal documents for account modifications (lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, TOI/TOE’s, substitution of collateral, and restructures).
Upon return of executed documents, audit for completeness and then take necessary actions to execute the modification in ALFA or send to Funding.
Respond timely to inquiries received via mail, email, cases, and phone.
Provide account information and perform account updates as requested, including: payoffs, insurance loss and repair check endorsements, amortizations, payment history, title copies, contract copies, power of attorney, garage/billing address updates, invoice format changes, and maintaining consolidated billing numbers.
Complete requests where possible in relation to account questions, title release and document and payoff provision.
Ensure completion of issues that are delegated to other areas within the organization.
Build relationships with internal partners to minimize risk of non-compliance with partner policies.
Work with the Office of Tax Affairs to determine appropriate account taxation and collect necessary tax exemption documents from the customer.
Review suspense daily and research payments for posting instructions.
Coordinate timely account dispositions and title release with the ART department.
Manage maturing leases, initiate contact with the customer, consult them on available lease end options (turn in, payoff, lease renewal, rewrite) and determine the customer’s intention.
Coordinate FMV Lease returns with DTR and act as liaison between all stakeholders.
Monitor and collect DTR outstanding balances for payoff of FMV program units.
Follow on assigned maturity portfolio and ensure accounts are processed before reaching 30 days past maturity.
Prioritize and re-prioritize multiple tasks to ensure the highest levels of customer service and maximize speed of response.
Review and interpret legal documents to ensure adherence to organizational and legal guidelines with ability to delineate between standard and custom arrangements.
Self-directed research, problem solving, and decision making under consideration of Limits of Authority, customer retention, compliance requirements, system limitations and DTFS' strategic goals.

Benefits

annual bonus program
401k company contribution with company match up to 6 % as well as non-elective company contribution of 3 - 7% depending on age
starting at 4 weeks paid vacation
15 calendar holidays
8 weeks paid parental leave
employee assistance program
comprehensive healthcare plans and wellness programs
onsite fitness (at some locations)
tuition assistance and volunteer paid time off
short-term and long-term disability plans