Dealer Services Document Review Specialist Duties:

The Dealer Services Document Review Specialist is responsible for evaluating, analyzing, and detailing various types of documents for accuracy, compliance, and completeness including but not limited to ACH, DBA, and company name changes, initial ACH bank information, Master Dealer Agreements, and dealer emails received. They are accountable for analyzing the SDocs & SSign platform along with communicating any technical problems or issues with proper departments and management teams. 

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Analyze, research, monitor, and document all dealer ACH, Company Name, and DBA name changes along with completing required owner verification/confirmation phone calls.
• Accurately enter new and existing dealers’ information, upload supporting documentation in all operating system(s) including but not limited to SalesForce, DecisionLender, and Spectrum.
• Document notes properly in all required areas per company processes and procedures.
• Assist dealers/customers with signing documents via the SDocs platform, troubleshooting any issues accordingly and reporting them to management.

• Respond to all dealers, internal staff and management requests, complaints and/or issues; follow proper communication procedures to resolve phone call/email requests, following proper communication procedures to resolve all requests, complaints and/or issues from dealers, internal staff and management.

• Communicate with other department staff and managers to help review and resolve customer verification/document issues by contacting dealers for any missing items: stipulations, signed documents, liability insurance, required state licensing, etc.
• Identify discrepancies, inconsistencies, or errors, on lead/dealers’ records and communicate findings to relevant department managers.

• Handle escalated dealer calls, ensuring that accurate information is provided regarding missing items, stipulations, and/or document review issues on customer and dealer accounts. 

• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned. 
• Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively.

Minimum Qualifications:

• Associate’s degree in business, finance, communication, marketing or related field OR 2 years marketing or sales experience.

• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• To perform this job successfully, an individual should have knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).

About Foundation Finance:

Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits:

· Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
· 401(k) with company match enrollment on day-one.
· Paid, Sick and Volunteer Time Off
· Paid Parental Leave Options
· Employer Paid Life and Disability
· Wellbeing on Demand Program
· Flexible Work Environment with a casual dress code

*Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits: Foundation Finance Benefits

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.