Dealer Services Analyst

Foundation Finance Company Careers; Rothschild (WI); Sur place; USD 27 000 - 29 000; Plein temps

Avantages offerts par ce poste

Day-one Health Benefits

401(k) with company match

Paid time off

Parental leave options

Life and disability insurance

Wellbeing program

Flexible work environment

Casual dress code

Résumé du poste

Foundation Finance Company is seeking a Dealer Services Analyst to research, monitor, and document dealer applications and record changes to ensure compliance and onboarding efficiency. You will prepare documents and conduct research to onboard contractors to become dealers.

The role includes handling inquiries, supporting onboarding across systems, and collaborating with Sales and Development teams. Evening shifts and occasional weekend hours may be required.

Qualifications

• Associate degree in business, finance, communication, or related field OR 2 years’ of experience in research, market analysis or consumer finance.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Knowledge of Word Processing software; Spreadsheet software; Internet software and Experience with Adobe Illustrator and PDF.
• One evening shift per week and one Saturday every 7 weeks.

Responsabilités

• Accurately enter new and existing dealers’ information, upload supporting documentation in all operating systems used (SalesForce, DecisionLender, Spectrum, TrustLayer).
• Document notes properly in all required areas per company processes and procedures.
• Respond to all dealers, internal staff and management requests; resolve phone/email requests following proper communication procedures.
• Collect, analyze, research, monitor, and document all new dealer applications, dealer workup checklists, dealer ownership, ACH, changes to company and DBA names.
• Confirm identity, history, and establishment of potential dealers by researching data from multiple software systems.
• Coordinate with Business Development Managers and Inside Sales to assist with updates to lead/dealer records and contact lead/dealer as needed.
• Communicate with other departments to analyze and resolve verification/document issues by contacting dealers for missing items; stipulations, signed documents, liability insurance, required state licensing etc.
• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned.
• Other duties as assigned by management.

Connaissances

Customer service

Communication

Research

Formation

Associate degree in business, finance, communication, or related field

Outils

Word Processing

Spreadsheets

Internet Software

Adobe Illustrator

PDF

Description du poste

Dealer Services Analyst Description & Duties

The Dealer Services Analyst researches, monitors, tracks, and documents all new contractor/dealer applications, and existing contractor/dealer record changes to ensure company and compliance standards are being met. This role prepares all needed documents and research to onboard the contractor to become a dealer with the company.

Pay Range

USD $19.75 - USD $21.00 /Hr.

Essential Duties and Responsibilities

• Accurately enter new and existing dealers’ information, upload supporting documentation in all operating system(s) included but not limited to SalesForce, DecisionLender, Spectrum, and TrustLayer.
• Document notes properly in all required areas per company processes and procedures.
• Respond to all dealers, internal staff and management requests, complaints and/or issues; follows proper communication procedures to resolve phone call/email requests.
• Collect, analyze, research, monitor, and document all new dealer applications, dealer workup checklists, dealer ownership, ACH, company and DBA name changes.
• Confirm identity, history, and establishment of potential dealers by researching and analyzing data from multiple software systems.
• Coordinate with Business Development Managers and Inside Sales to assist with any needed items, updates to lead/dealer records, and request assistance with contacting lead/dealer.
• Communicate with other department staff and managers to help analyze and resolve customer verification/document issues by contacting dealers for any missing items; stipulations, signed documents, liability insurance, required state licensing etc.
• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned.
• Other duties as assigned by management.

Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively

Minimum Qualifications

• Associate degree in business, finance, communication, or related field OR 2 years’ of experience in research, market analysis or consumer finance.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• To perform this job successfully, an individual should have knowledge of Word Processing software; Spreadsheet software; Internet software and Experience with Adobe Illustrator and PDF.
• One evening shift per week and one Saturday every 7 weeks.

About Foundation Finance

Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day-one.
• Paid, Sick and Volunteer Time Off
• Paid Parental Leave Options
• Employer Paid Life and Disability
• Wellbeing on Demand Program
• Flexible Work Environment with a casual dress code
• Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits: Foundation Finance Benefits

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work Disclaimer

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.