Proceeds Coordinator

Allied Solutions; Carmel (IN); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401k with company match

Paid time off (PTO)

Job summary

Allied Solutions is seeking a Proceeds Coordinator to manage daily ancillary product refund cancellations for our lender client base. Responsibilities include proceed research, data documentation, and resolving refunds within standard SLAs.

You will interact with dealers, providers, and clients via emails, calls, and teams meetings to ensure accurate funds flow and proper recording. The role emphasizes data entry, analysis, and collaboration across multiple systems, with a focus on compliance

Qualifications

• High school diploma or GED required.
• Less than 1 year of work-related experience required.

Responsibilities

• Data entry and maintenance for cancellation refunds.
• Investigate funds flow for refunds via dealers, providers, or clients by emails, calls, or letters.
• Collaborate with internal teams to ensure accurate refunds and compliance with SLAs.
• Research refund scenarios and product contract language to resolve cancellations.
• Attend program testing with Allied development teams to enhance processes.
• Other duties as assigned.

Skills

Data entry

Analysis

Communication

Multi-tasking

Microsoft Office

Education

High school diploma or GED

Tools

Accounting systems

Microsoft Office

Team collaboration tools (Teams)

Job description

This position is responsible for the daily activities associated with ancillary product refund cancellations that must be adjudicated for Allied’s lender client base. The Proceeds Coordinator position will primarily involve proceed research and documentation and will include the gathering of product level data as well as the resolution of the refund investigation process within the larger Refund Plus workflow. Additionally, the Proceeds Coordinator will be tasked with resolving high priority loans or those loans which have become aged and need manual intervention to complete within operational and client level SLAs.Job Duties and Responsibilities:Data Entry, Analysis, and Maintenance – 10%Documenting the cancellation refund process through denial or disbursement of funds.Analyzing and comprehending various documents for pertinent information necessary.Inputting data into various technology platforms to execute automated processing.Utilize external client programs to retrieve necessary documentation for cancellation process.Reviewing intake materials processed by other parties to ensure all information is accurate.Communications Servicing – 20%Investigate flow of funds for refund information due from cancelation of ancillary products via follow up contacts with either dealers, providers or the client by way of emails, phone calls, faxes or letters.Attend various meetings via Teams or in office with either external or internal parties related to Coordinator processes for collaboration needs.Collaborate with other process areas to ensure quality and efficiency of all procedures, including contact with external clients.Direct contact with dealerships via phone to identify funds that have been mislabeled or not able to identify the correct client.Problem Solving – 20%Work within multiple programs and formats to ensure proceeds information between internal areas are accurate and efficient processes.Ensuring compliance due to state driven requirements related to product cancellations and flow of funds.Able to multi-task while navigating within the environments of multiple systems.Engage and attend various program testing with Allied development teams to enhance processes.Utilize various Microsoft platforms to update numerous systems with information obtained via lender emails.Access Accounting systems to help identify funds to the correct client that were unidentified by accounting.Priority Research – 45%Creation and brainstorming of development of new and improvements for processes and procedures.Investigate various scenarios of refund statuses to ensure accurate refunds to the consumer and meet state regulations.Conduct research on specific product contract language to properly resolve product cancellations.Reviewing secondary technology platforms to complete research to clear pending cancellations.Investigation of unidentifiable funds received with collaboration between accounting and clients.Other duties as assigned – 5%Other special projects and duties as assigned.Qualifications (Education, Experience, Certifications & KSA):High school diploma or GED required.Less than 1 year of work-related experience required.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.#LI-RP1#LI-OnsiteWe offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.