Senior Assistant, Dealer Funding

Toyota North America; San Juan (PR); On-site; USD 65,000 - 95,000; Full time

Job summary

Toyota North America is seeking a Senior Assistant, Dealer Funding to collaborate with Credit Analysts and dealership staff to ensure fast and accurate booking of retail contracts and related documents. You will review contracts for compliance and validate data before booking, including TILA and SOX audits.

Responsibilities include disbursement processing, ACH submissions, dealer communications, and training support. A Four-Year College Degree and bilingual English/Spanish skills are required.

Qualifications

• Four-Year College Degree in Business Administration, Communications, or general studies.
• 2-5 years of relevant/progressive experience in a similar field.
• Strong organization and attention to detail.
• Able to work flexible schedules (day, evening, weekend, overtime, holidays).
• Strong verbal and written English and Spanish skills.
• Strong problem solving and time management skills.

Responsibilities

• Review contracts for compliance with TILA, SOX, FOPP 415 and local laws.
• Enter contract details into carLOS, validate eContract data.
• Perform quality control of contracts by reviewing system-generated rules.
• Ensure contracts are approved or conditioned and stipulations met.
• Review data accuracy between credit analyst decisions and contracted structures.
• Process disbursement details and ACH submissions; resolve balance discrepancies.
• Support dealer relationships via calls, chats and emails; respond promptly.

Skills

Strong organization

Flexible schedules

Bilingual English/Spanish

Problem solving & time management

Education

Four-Year College Degree in Business Administration/Communications/General Studies

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 that 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].