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Funding Relationship Specialist - Plano, TX

Plano, TX 75093 | Contract

Post Date: 06/13/2018 Job ID: 5414 Industry: Other Area(s)

Funding Relationship Specialist - Plano, TX

Schedule:  usually between 7am and 6pm M-F, but must be able to work Saturdays as well.


  • This position is responsible for reviewing, booking and funding contracts (retail and lease).
  • The Relationship Specialist will be communicating with Dealers, Sales, and the Credit Department through various mediums including phone, fax and email.
  • This individual will be required to multitask throughout the day including answering and making out going phone calls, sending out follow-up faxes, and reviewing contracts that require issue resolution. 

Essential functions of the position: 
  • Review and verify all document information, and ensure conformance to HCA credit approvals, policies, and established guidelines 
  • Follow up with assigned dealerships to resolve pending/missing items for funding via phone, fax and email, communicate and resolve complex contract issues 
  • Answer incoming calls from dealer base and sales team to provide customer service as needed; 
  • Other duties as assigned, including back-up for customer interviews, collateral verification inquiries and other investigative verifications as required

Secondary functions of the position:
  • Strong verbal and written communication skills 
  • A strong aptitude for numbers and calculations 
  • Strong attention to detail 
  • Dependable self starter 
  • Multi-tasking and problem solving skills 
  • Basic computer skills (Outlook, Excel, Word) 
  • Must be able to work in a team environment

Education and Experience:
  • Must be a high school graduate.
  • Customer Service experience and/or previous funding experience preferred.

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