About this role
Description
The Dealer Finance Administrative Assistant will be responsible for answering incoming calls, directing calls to appropriate staff, providing customers assistance with dealer banking-related questions, greeting and directing visitors to appropriate staff, and performing other administrative duties as assigned.
Essential Duties:
• Answers incoming telephone calls by the third ring; directs callers to appropriate staff or staff’s voicemail when necessary.
• Assists callers with dealer banking-related questions, including but not limited to: payment amounts, payoff amounts, and other related information.
• Greets visitors upon entry in a professional and friendly manner and directs them to the appropriate staff member.
• Scans and files incoming paper titles.
• Files completed original Installment Sale Contract & Security Agreements.
• Manages, collects and sorts Interoffice and postal mail.
• Processes loan payments and payoffs on Bank’s core processing system.
• Scans various documents into electronic document imaging system.
• Composes and types correspondence as necessary.
• Completes other clerical duties as necessary such as photocopying, faxing, filing, and collating.
• Maintains regular, reliable attendance.
Other Duties:
The Dealer Finance Administrative Assistant will provide backup support for other dealer functions to include loan processing, loan document upload and export, loan review, and titles.
This job description is not designed to be an exhaustive list of duties. Duties, responsibilities, and activities may change at any time with or without notice.
Requirements
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, Skills, and Abilities
• Proficient keyboarding skills to operate PC and calculator.
• Effective interpersonal skills to relate to all audiences.
• Proficient organizational skills with ability to function in a flexible work environment.
• Excellent pc skills to include MS Office products (required) and ability to use the Bank’s core processing system.
• Ability to use standard office equipment including telephone, fax machine, and photocopier.
• Ability to communicate effectively orally and/or in writing.
• Ability to work on multiple tasks efficiently in an environment with interruptions.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to add, subtract, multiply, divide in all units of measure using whole numbers, common fractions, and decimals.
Bilingual in English and Spanish Required
Education and/or Experience
• High school diploma or GED,
• At least two years of related experience, or
• Combination of education and experience.
Certificates, Licenses, and Registrations:
• Current notary or willing to obtain - preferred but not required.
Physical and Mental Demands:
• The employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls.
• The employee frequently is required to talk or hear.
• The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch.
• The employee must regularly lift and/or move up to 10 pounds and may occasionally lift up to 50 pounds.
• Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
• Work is primarily performed in an office setting where the noise level is usually moderate.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets,
and fax machines.