Proceeds Coordinator

Allied Solutions, LLC; United States; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

401k with company match

Paid time off

Job summary

Allied Solutions, LLC is seeking a detail-oriented professional to handle data entry, analysis, and documentation of cancellation refund processes. The role involves reviewing intake materials, maintaining multiple systems, and ensuring accuracy across funds flow and state compliance.

You will also engage in proactive research to improve processes and support cross-functional teams. The position emphasizes collaboration with dealers, providers, and clients, with duties encompassing

Qualifications

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

Responsibilities

• Data Entry, Analysis, and Maintenance – documenting the cancellation refund process and inputting data into systems.
• Communications Servicing – investigate flow of funds and contact dealers, providers, or clients via email, phone, or letters.
• Problem Solving – navigate multiple programs and systems to ensure accurate proceeds information and compliance with state regulations.
• Priority Research – brainstorm process improvements, analyze refund scenarios, and research product contract language to resolve cancellations.
• Other duties as assigned – participate in special projects as needed.

Education

High school diploma or GED

Job description

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.

We 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.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana. As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions.

Allied Solutions roles are listed with Job Category beginning with ALD.

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