Funding Assistant

First Investors Financial Services, Inc.; Houston, Northern (TX, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Stellantis Financial Services, Inc. in Houston, TX, seeks a Funding Assistant to provide clerical support to the retail and lease loan processing teams and keep operations running smoothly in a fast-paced environment.

You will handle reception, mail processing, document imaging, loan package prep, confidentiality of customer data, and filing while adhering to safeguarding policies. Overtime and occasional travel may be required.

Qualifications

• High school diploma/GED with a minimum of 2 years of related experience.
• Must be able to obtain knowledge of loan processing procedures, regulations, and guidelines.
• Strong written and oral communication and customer service skills.
• Proficient in using Microsoft Office Suite.
• Overtime required; travel 0-10% to support business needs.
• Must live within commutable distance to Houston, TX.

Responsibilities

• Provide general clerical support to the retail and lease loan processing teams.
• Manage the reception desk and monitor access to designated areas.
• Enter incoming mail into the receiving log and date stamp, scan documents, and title images.
• Distribute incoming mail to appropriate personnel.
• Process and distribute refund checks to the appropriate department.
• Organize sensitive files and safeguard procedures.
• Prepare loan packages to be shipped to Loan Servicing Department and/or warehouse facility.
• Maintain confidentiality of personal information including SSN and DOB.
• Log return mail in LOS system and file per retention policies.
• Other duties may be assigned.

Skills

Customer service

Communication skills

Analytical skills

Microsoft Office

Education

High school diploma/GED

Tools

Microsoft Office Suite

Job description

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.

Position Summary:

The Funding Assistant will be responsible for providing general clerical support to the retail and lease loan processing teams and performing the following duties:

• Manage the reception desk in lobby and monitor appropriate access to enter designated areas.
• Enter the incoming mail received into the receiving log.
• Date stamp, scan documents, and title images appropriately.
• Distribute incoming mail to appropriate personnel.
• Process and distribute refund checks to the appropriate department.
• Organize sensitive files ensuring Safeguard procedures are adhered to.
• Prepare loan packages to be shipped to the Loan Servicing Department and/or warehouse facility, and outbound mail.
• Maintain confidentiality of personal information for consumers, including, but not limited to, Social Security numbers, and dates of birth.
• Log return mail in respective LOS system and filing document according to retention policies.
• Other duties may be assigned.

Qualifications and Competencies Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Experience:

• Ability to obtain knowledge of loan processing procedures, regulations, and guidelines.
• Efficient analytical and mathematical skills.
• Strong written and oral communication and customer service skills.
• Ability to work efficiently in a fast-paced environment.
• Proficient in using Microsoft Office Suite.

Education:

• High school diploma/GED with a minimum of 2 years of related experience

Additional Requirements:

• Overtime required – required on an as needed basis.
• Travel 0-10% - as required on an as needed basis.
• Must have reliable transportation and live within commutable distance to Houston, TX.

Qualifications Preferred:

• Customer Service, Receptionist or Auto Loan Processing experience.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. Required to use a headset and/or telephone for calls. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Work Schedule:

This position is a onsite role, requiring an in-office presence Monday to Friday or to align with company requirements. The role also requires flexibility to work various shifts to meet business needs, which may include evening hours, holidays, and weekends. Travel requirements are estimated at 0–10%.

An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position.

Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.