Auto Finance Booking & Funding Associate

JPMorgan Chase; Plano (TX); Presencial; USD 45.000 - 55.000; Jornada completa

Descripción de la vacante

JPMorgan Chase in Plano, TX seeks an Auto - Booking and Funding Specialist I to help move deals by reviewing retail and lease contracts, ensuring accuracy and completeness before booking. You will balance calls with production work in a fast-paced environment, delivering timely funding support to dealers.

The role requires keen attention to detail, strong customer service, and the ability to interpret procedures and program requirements while maintaining high-quality records and meeting service

Formación

• 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 escalate when needed.

Responsabilidades

• 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 escrow 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.

Conocimientos

Attention to detail

Customer service

Phone communication

Procedures & guidelines

Analytical thinking

Multitasking

Independent work

Descripción del empleo

JPMorgan Chase in Plano, TX seeks an Auto - Booking and Funding Specialist I to help move deals by reviewing retail and lease contracts, ensuring accuracy and completeness before booking. You will balance calls with production work in a fast-paced environment, delivering timely funding support to dealers.

The role requires keen attention to detail, strong customer service, and the ability to interpret procedures and program requirements while maintaining high-quality records and meeting service