Senior Assistant, Dealer Funding

TPR Toyota Credit de Puerto Rico Company; Puerto Rico; On-site; USD 60,000 - 85,000; Full time

Job summary

TPR Toyota Credit de Puerto Rico Company is seeking a Senior Assistant, Dealer Funding to collaborate with Credit Analysts and dealership staff. You will review contracts and related documents, ensure compliance, and perform data entry in the carLOS system to support accurate bookings.

The role requires 2-5 years of experience, strong organization and attention to detail, and fluency in English and Spanish.

Qualifications

• 2-5 years of relevant / progressive work experience (in similar field and/or industry).
• Strong organization skills and attention to detail.
• Able to work flexible schedules (day, evening, weekend, overtime, and holidays).
• Strong verbal and written English and Spanish skills.

Responsibilities

• Review and analyze the retail contract and registration and contract-related documents prior to booking.
• Enter contract details into the carLOS system with correct itemization of products disbursed; validate eContract data.
• Perform quality control of the contract; resolve booking discrepancies and ensure approvals.
• Assist fellow team members on meetings about monthly/daily goals and special projects.

Skills

Bilingual English/Spanish

Data entry

Attention to detail

Organization skills

Education

Four-Year College Degree: Business Administration, communications, general studies

Tools

carLOS system

Job description

Overview Who we are

Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We’re looking for talented team members who want to Dream. Do. Grow. with us.

Job Summary

The Senior Assistant, Dealer Funding works collaboratively with the Credit Analysts and dealership staff in all contract matters to ensure fast, efficient, and accurate booking. This role reviews and analyzes the retail contract and registration and contract-related documents prior to booking. Ensures accurate completion of retail contract compliance activities including, but not limited to, Truth in Lending Act (TILA) audits, Sarbanes-Oxley Act (SOX) audit, and Monthly Audit Review Guide.

Primary Job Accountabilities

Retail Contracts Review: Review newly received contracts to ensure compliance as per TILA, SOX, FOPP 415 (internal policies), and local laws. Perform detailed data entry of contracts’ details into the carLOS system, including correct itemization of products disbursed. For eContract cases, validate that the data entered and the data in the documents are correct. Perform quality control of the contract by reviewing and clearing all system-generated rules to resolve booking discrepancies. Ensure contracts are approved or conditioned and stipulations have been met. Review and analyze that the structure approved by the credit analyst and the contracted structure are the same. Review and validate that the data the credit analyst marked as pending validation, such as income or physical address, is completed and ensure that the required documents are in file. Ensure correct bulletins are selected, including but not limited to, special programs, rate exceptions, subverted rates, etc. Research and resolve issues that arise from rate discrepancies. Escalate any discrepancy to the appropriate level for resolution. Assist fellow team members on meetings about monthly/daily goals, as needed.

Disbursement Transactions: Ensure disbursement details are accurate in carLOS before booking contracts. Provide timely disbursement reports. Review balance reports to identify and resolve balance discrepancies prior to completing ACH. Ensure accurate information on ACH transactions before submitting for approval. Ensure that the daily disbursement details are sent to the correct beneficiary for dealers and other suppliers. Resolve incorrect disbursement discrepancies and claims from vendors and dealers. Process overpayments that have been identified, or cancellations of policies or products to credit the customer's account with the interest generated.

Dealer Relationship & Insurers Service: Respond to dealer calls, dealer chat, and email professionally and promptly. Manage time to achieve dealer satisfaction. Review contracts making sure all problems or errors are corrected. Responds to insurers’ emails professionally and promptly.

Additional Responsibilities: Review and process flat cancellations on contracts ensuring approvals and contract terms are met and resolving accounting and customer credit discrepancies. Review and complete the late booking monthly report. Review and resolve VIN substitution. Support the Electronic Content Management (ECM) and Registration Department when needed. Apply problem solving knowledge to resolve funding issues and aid in special projects. Support dealerships by providing contract training and becoming a subject matter expert to assist them with questions. Maintain working knowledge of FOPP, FSBs, Desk Guide, Ancillary Products and SOP.

Education

Four-Year College Degree: Business Administration, communications, general studies

Experience – Subject Matter Expertise

2-5 years of relevant / progressive work experience (in similar field and/or industry)

Licenses, Certifications & Specialized Skills (if applicable)

Strong organization skills and attention to detail Able to work flexible schedules (day, evening, weekend, overtime, and holidays). Strong verbal and written English and Spanish skills Strong problem solving and time management skills

Additional Comments, Including Unique Circumstances

Work schedule: Monday-Friday from 8:00 am to 5:00 pm. In some instances, working overtime and during holidays may be required.

Belonging at Toyota

Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.

Have a question, need assistance with your application or do you require any special accommodations? Please send an email to [e-mail].

At Toyota, we don’t just have a vision, but a group of talented, dedicated people who work hard every day to turn that vision into reality. Our mission is to build a future where everyone has the freedom to move. We believe that nothing is impossible. We have big dreams and persevere through any obstacles. We work together to create the future of mobility and make the world a better place.

Career Possibilities

Toyota is a place for people who dream big and are determined to make those dreams a reality. We encourage innovation and look for people who will challenge the status quo in order to make the world a better place. We thrive on teamwork and collaboration and know diverse backgrounds, experiences and perspectives are not only the right thing for our people, they are a business imperative. Together, we’re empowered to forge our own paths - to be agile, curious and embrace a growth mindset and immerse ourselves in situations to gain new perspectives and to inspire bold, innovative ways of thinking and working. Our success as a company is directly tied to our team members’ success, and our collective ability to give back to society through an unwavering commitment to delight our customers and make people’s lives better. If you want to be part of the next‑generation of innovations that help keep the world moving, then join us. And let’s start our impossible, together.