Auto - Booking and Funding Specialist I - Plano, TX

JP Morgan Chase; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase in Plano, TX is seeking a Senior Specialist in Auto Finance Booking and Funding to review and process retail and lease applications, ensuring contracts meet credit decisions, program requirements, and funding validations prior to booking.

The role supports dealership partners by phone, answering funding questions, clarifying requirements, and resolving issues that could delay deals, while maintaining accuracy and strong controls in a fast-paced environment.

Qualifications

• Strong attention to detail with the ability to identify inconsistencies in contracts and supporting documentation.
• Strong customer service and phone communication skills to support dealership partners effectively.
• Ability to interpret and apply documented procedures, program requirements, and system-generated validations.
• Strong analytical and problem-solving skills.
• Ability to manage phone responsibilities and production work simultaneously in a high-volume environment.
• Strong written and verbal communication skills.
• Ability to work independently and elevate issues appropriately when needed.
• Demonstrated commitment to accuracy, quality, customer experience, and risk management.

Responsibilities

• Review and process retail and lease contracts to confirm accuracy, completeness, and adherence to funding requirements
• Validate contract terms, vehicle details, pricing, taxes, fees, and other required deal information before booking
• Review required documentation and stipulations and identify items needing correction or additional information
• Provide phone support to dealership partners by answering funding questions and resolving contract and application issues
• Communicate contracting and funding requirements clearly and professionally to dealers
• Apply established procedures, credit decisions, program guidelines, and system validations during processing
• Use funding tools and systems to research discrepancies and drive resolution prior to booking
• Balance inbound dealer calls with assigned production work while meeting service level, productivity, and quality expectations
• Identify and elevate unusual, complex, or higher-risk transactions using defined escalation paths
• Document actions taken and outcomes reached to maintain accurate records across the funding process
• Adapt to changes in processes, systems, program requirements, and business priorities

Skills

Attention to detail

Customer service

Phone communication

Procedures compliance

Analytical skills

Independent work

Risk management

Job description

Help keep deals moving by combining precision contract review with responsive dealer support. In this role, your work ensures retail and lease contracts are accurate, complete, and ready to book—reducing delays and improving the dealer experience. You will solve issues in real time, balancing calls and production work in a high-volume environment. If you thrive on accuracy, speed, and problem-solving, this role is for you.

As a Senior Specialist in Auto Finance Booking and Funding, you review and process retail and lease applications to confirm contracts meet credit decisions, program requirements, documentation standards, and funding validations prior to booking. You will also support dealership partners by phone, answering funding questions, clarifying requirements, and resolving issues that could prevent a deal from moving forward. You will help us deliver strong customer and dealer outcomes by maintaining high accuracy and consistent controls while meeting service level expectations. We work as a team, and you will partner with leaders and supporting teams to resolve issues and reduce downstream impacts.

Job responsibilities

• Review and process retail and lease contracts to confirm accuracy, completeness, and adherence to funding requirements
• Validate contract terms, vehicle details, pricing, taxes, fees, and other required deal information before booking
• Review required documentation and stipulations and identify items needing correction or additional information
• Provide phone support to dealership partners by answering funding questions and resolving contract and application issues
• Communicate contracting and funding requirements clearly and professionally to dealers
• Apply established procedures, credit decisions, program guidelines, and system validations during processing
• Use funding tools and systems to research discrepancies and drive resolution prior to booking
• Balance inbound dealer calls with assigned production work while meeting service level, productivity, and quality expectations
• Identify and elevate unusual, complex, or higher-risk transactions using defined escalation paths
• Document actions taken and outcomes reached to maintain accurate records across the funding process
• Adapt to changes in processes, systems, program requirements, and business priorities

Required qualifications, capabilities, and skills

• Strong attention to detail with the ability to identify inconsistencies in contracts and supporting documentation
• Strong customer service and phone communication skills to support dealership partners effectively
• Ability to interpret and apply documented procedures, program requirements, and system-generated validations
• Strong analytical and problem-solving skills
• Ability to manage phone responsibilities and production work simultaneously in a high-volume environment
• Strong written and verbal communication skills
• Ability to work independently and elevate issues appropriately when needed
• Demonstrated commitment to accuracy, quality, customer experience, and risk management

Preferred qualifications, capabilities and skills

• Experience in auto lending, consumer lending, underwriting, funding, loan processing, or financial services operations
• Experience reviewing retail and or lease automotive contracts
• Familiarity with automotive financing documents, dealership processes, and contract requirements
• Experience in customer service, call center, or dealer-facing roles
• Experience working in a high-volume, metrics-driven operational environment