Refunds Investigation & Data Coordinator

Allied Solutions LLC; Carmel (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Company-paid life and disability

401k with company match

3 weeks PTO

Job summary

Allied Solutions LLC is seeking an Investigation Coordinator responsible for daily ancillary product refund cancellations and QA workflow with lender clients. The role emphasizes data gathering, input into multiple systems, and resolving aged or priority loans within SLAs.

The position also focuses on obtaining up-to-date dealer/provider information and collaborating with internal and external parties to ensure accurate refunds and compliant processes.

Qualifications

• High school diploma or GED required.
• Less than 1 year of work-related experience required.
• Access to outside programming systems for documentation work (e.g., RFP program, Cox Automotive, and client documentation programs).

Responsibilities

• Data Entry, Analysis, and Database Maintenance – input data into multiple platforms and verify accuracy; maintain master contact lists.
• Communications Servicing – investigate flow of funds and coordinate with dealers/providers or clients via email, phone, fax or letters; participate in Teams meetings.
• Problem Solving – ensure compliance with state requirements, navigate multiple systems, compare refund data sources, locate missing contract bookings.
• Priority Research – brainstorm process improvements, investigate quote statuses, review product contract language, use secondary platforms to clear pending cancellations.
• Other duties assigned – perform special projects as needed.

Skills

Data entry

Problem solving

Data analysis

Communication

Education

High school diploma or GED

Tools

RFP program

Cox Automotive

External systems access

Job description

Allied Solutions LLC is seeking an Investigation Coordinator responsible for daily ancillary product refund cancellations and QA workflow with lender clients. The role emphasizes data gathering, input into multiple systems, and resolving aged or priority loans within SLAs.

The position also focuses on obtaining up-to-date dealer/provider information and collaborating with internal and external parties to ensure accurate refunds and compliant processes.