Auto - Booking and Funding Specialist I - Plano, TX

Help keep deals moving by combining precision contract review with responsive dealer support. In this role, your work ensures retail and lease contracts are accurate, complete, and ready to book—reducing delays and improving the dealer experience. You will solve issues in real time, balancing calls and production work in a high-volume environment. If you thrive on accuracy, speed, and problem-solving, this role is for you.
As a Senior Specialist in Auto Finance Booking and Funding, you review and process retail and lease applications to confirm contracts meet credit decisions, program requirements, documentation standards, and funding validations prior to booking. You will also support dealership partners by phone, answering funding questions, clarifying requirements, and resolving issues that could prevent a deal from moving forward. You will help us deliver strong customer and dealer outcomes by maintaining high accuracy and consistent controls while meeting service level expectations. We work as a team, and you will partner with leaders and supporting teams to resolve issues and reduce downstream impacts.
Job responsibilities
Review and process retail and lease contracts to confirm accuracy, completeness, and adherence to funding requirements
Validate contract terms, vehicle details, pricing, taxes, fees, and other required deal information before booking
Review required documentation and stipulations and identify items needing correction or additional information
Provide phone support to dealership partners by answering funding questions and resolving contract and application issues
Communicate contracting and funding requirements clearly and professionally to dealers
Apply established procedures, credit decisions, program guidelines, and system validations during processing
Use funding tools and systems to research discrepancies and drive resolution prior to booking
Balance inbound dealer calls with assigned production work while meeting service level, productivity, and quality expectations
Identify and escalate unusual, complex, or higher-risk transactions using defined escalation paths
Document actions taken and outcomes reached to maintain accurate records across the funding process
Adapt to changes in processes, systems, program requirements, and business priorities
Required qualifications, capabilities, and skills
Strong attention to detail with the ability to identify inconsistencies in contracts and supporting documentation
Strong customer service and phone communication skills to support dealership partners effectively
Ability to interpret and apply documented procedures, program requirements, and system-generated validations
Strong analytical and problem-solving skills
Ability to manage phone responsibilities and production work simultaneously in a high-volume environment
Strong written and verbal communication skills
Ability to work independently and escalate issues appropriately when needed
Demonstrated commitment to accuracy, quality, customer experience, and risk management
Preferred qualifications, capabilities and skills
Experience in auto lending, consumer lending, underwriting, funding, loan processing, or financial services operations
Experience reviewing retail and or lease automotive contracts
Familiarity with automotive financing documents, dealership processes, and contract requirements
Experience in customer service, call center, or dealer-facing roles
Experience working in a high-volume, metrics-driven operational environment

Skills
Risk Management, Documentation