Auto Finance Booking & Funding Specialist

JPMorganChase; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase in Plano, TX is seeking a Senior Specialist in Auto Finance Booking and Funding to review and process retail and lease contracts, ensuring accuracy and funding readiness. You will support dealership partners by phone, resolve issues, and maintain high-quality records while balancing production work in a fast-paced environment.

You will verify terms, documentation, and compliance with program requirements, delivering accurate outcomes and timely funding decisions in a team-based setting.

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.
• Balance inbound dealer calls with production work while meeting service level, productivity, and quality expectations.
• Identify and escalate 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

Communication skills

Analytical skills

Multitasking

Written communication

Independent work

Risk management

Job description

Chase in Plano, TX is seeking a Senior Specialist in Auto Finance Booking and Funding to review and process retail and lease contracts, ensuring accuracy and funding readiness. You will support dealership partners by phone, resolve issues, and maintain high-quality records while balancing production work in a fast-paced environment.

You will verify terms, documentation, and compliance with program requirements, delivering accurate outcomes and timely funding decisions in a team-based setting.