Senior Auto Finance Booking & Funding Specialist

Aumni; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Senior Specialist in Auto Finance Booking and Funding to review and process retail and lease contracts for accuracy, ensuring funding decisions align with program requirements and documentation standards.

You will support dealership partners by phone, answer funding questions, and resolve contract issues that could delay deals, while maintaining high accuracy in a fast-paced environment.

Qualifications

• Attention to detail to identify contract inconsistencies
• Strong customer service and phone communication
• Interpret and apply documented procedures, program requirements, and system validations
• Analytical and problem-solving skills
• Manage phone responsibilities and production work in a high-volume environment
• Strong written and verbal communication skills
• Ability to work independently and escalate issues when needed
• Commitment to accuracy, quality, customer experience, and risk management

Responsibilities

• Review and process retail and lease contracts for accuracy and funding readiness
• Validate terms, vehicle details, pricing, taxes, and fees before booking
• Review documentation and identify items needing correction or information
• Provide phone support to dealership partners and resolve funding issues
• Communicate contracting and funding requirements clearly to dealers
• Apply procedures, decisions, and system validations during processing
• Use funding tools to research discrepancies and resolve issues before booking
• Balance inbound dealer calls with production work while meeting SLAs and quality targets
• Escalate unusual or high-risk transactions per defined paths
• Document actions and outcomes to maintain accurate funding records
• Adapt to process, system, or program changes and shifting priorities

Skills

Attention to detail

Customer service

Procedures interpretation

Analytical thinking

Phone handling

Written communication

Independent work

Risk awareness

Job description

Chase is seeking a Senior Specialist in Auto Finance Booking and Funding to review and process retail and lease contracts for accuracy, ensuring funding decisions align with program requirements and documentation standards.

You will support dealership partners by phone, answer funding questions, and resolve contract issues that could delay deals, while maintaining high accuracy in a fast-paced environment.