Client Support Specialist
1 week ago
The Client Support Specialist plays a crucial role in ensuring seamless communication and support for wholesale accounts and dealer loans.
Key Responsibilities- Customer Assistance: Deliver exceptional support to dealers, manufacturers, and various departments concerning wholesale accounts and dealer loans. Address inquiries, investigate issues, and resolve discrepancies effectively.
- Business Processing: Handle daily new business operations. Review requests for accuracy and compliance with established guidelines. Assess the value of used vehicles or equipment using industry-standard valuation tools and online resources. Initiate funding processes and ensure timely completion.
- Payment Management: Accurately identify and process incoming payments via various methods. Prepare checks and ensure proper posting in the relevant systems while notifying the accounting department of any discrepancies.
- Reporting and Reconciliation: Analyze daily processing reports, comparing new business and payment amounts against prior transactions. Investigate and resolve any inconsistencies, including credit balances and unmatched cash.
- Insurance Monitoring: Oversee insurance documentation for wholesale accounts and dealer loans. Collect and verify updated binders to ensure adequate coverage.
- Title Management: Track and manage MSOs or titles for designated accounts, ensuring all documentation is accurate and released promptly upon payoff.
System Proficiency: Familiarity with Microsoft Word and Excel is essential.
Experience: Minimum of 2 years in customer service and at least 1 year in payment posting or processing.
High School Diploma or GED is required.
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