Credit Services Specialist

TRC Talent Solutions; Atlanta (GA); Remote; USD 45,000 - 65,000; Full time

Job summary

TRC Talent Solutions is seeking a Credit Services Specialist for Porsche Financial Services. This mostly remote role involves processing funding packages, ensuring compliance with regulations, and providing exceptional dealer service. Join a top-rated employer offering a supportive environment and growth opportunities.

Qualifications

• Experience in finance or customer service roles preferred.
• Ability to educate and train dealers on documentation.
• Strong analytical skills to identify errors in funding packages.

Responsibilities

• Process contracts and assemble funding packages.
• Ensure compliance with finance regulations.
• Educate dealers on documentation and procedures.

Skills

Communication

Problem Solving

Attention to Detail

Job description

Direct message the job poster from TRC Talent Solutions

Recruiting Manager @ TRC Talent Solutions | Full-cycle recruiting, coaching, training. All things IT, Accounting Finance and Business Operations!

In partnership with TRC, Porsche Financial Services has an opportunity for a Credit Services Specialist to join their team!

Porsche is a top-rated employer offering an excellent environment, benefits, and advancement opportunities! This position is mostly remote.

The Funding Specialist will process contracts, assemble funding packages, and submit to underwriting. This person will be responsible for disbursement of funds and communicating with dealerships, etc.

Responsibilities:

• Ensures completeness of new funding packages including any additional requirements stipulated by the underwriter.
• Discounts contracts in a timely and accurate manner, ensuring compliance with all federal, state, and local regulations regarding finance tolerance and taxation.
• Recommends discounting and funding exceptions to the Supervisor and Credit Managers.
• Cures inaccurate funding packages sourcing the root cause of residual, finance charge, and/or itemization errors and coaches dealers on correction options.
• Educates dealers on the necessary PFS documentation and procedure requirements for timely processing of funding packages. This includes training dealers on proper methods of completing PFS documentation and maintaining consistent communication with PFS field personnel regarding dealer issues and exceptions.
• Provides competent dealer service. Resolves issues related to dealer reserve/payment, documents preparation, and state-specific taxation.
• Thoroughly reviews title work and supporting documentation, as well as lien filing on Canadian funding packages.
• Performs insurance follow-up as required within the pre-verification process.
• Processes funding packages for the PFS Service Loaner Program per the program requirements.
• Processes lease extensions for Remarketing.
• Performs additional duties as assigned by Credit Managers and/or Supervisors.

Seniority level

• Associate

Employment type

• Other

Job function

• Finance and Customer Service