Refund Plus Coordinator at Allen Integrated Solutions LLC

Carmel, Indiana, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Automotive Finance, InsuranceIndustries

Requirements

High School Diploma or GED required
Bachelor’s degree preferred; or equivalent combination of education and experience
3–4 years related experience
Minimum of 3 years of professional office experience preferred
Minimum of 3 years customer telephone experience preferred
Internal experience highly considered
Lending, insurance, financial or automobile dealership background preferred
Any experience with compliance, regulatory or auto service provider considered
Understanding of auto lending contracts, dealer service contracts and provider contracts
Understanding of state compliance requirements for product cancellations
Strong customer service focus or previous customer service experience required
Strong computer skills with knowledge of Lotus Notes, Microsoft Office suite (45 wpm)
Strong attention to detail, including math computation
Ability to acknowledge and respect confidential information
Ability to critically think and execute tasks
Ability to work in a professional environment and interact with Financial Institution clients
Ability to handle multiple tasks, meet deadlines and manage multiple support functions
Ability to learn quickly and adapt to different workload scenarios
Ability to work independently and make fact-based decisions based on data analysis

Responsibilities

Reviewing auto loan documents for coverage amounts and terms
Inputting data into two technology platforms to execute automated processing
Conducting quality control checks to validate that provider of product matches
Documenting the cancellation refund process through denial or disbursement
Conducting outbound/inbound phone servicing, including follow-up contacts to insurance carriers related to GAP status
Conducting follow-up contacts to providers if exact quote is not returned timely
Conducting follow-up contacts to dealers if acknowledgement package is not returned timely
Conducting research on specific product contract language to properly resolve the cancellation
Reviewing secondary technology platform to complete research to clear pending cancellations
Maintaining compliance due to state-driven requirements related to product cancellations
Engaging in significant phone activity to remediate outstanding issues within the F&I system
Multi-tasking while navigating within multiple systems
Confirming accuracy of refund amounts due to the client
Quality assurance process with carrier providers when product refund is compromised, denied or inaccurate
Intervening during process breakdowns to resolve and execute cancellations in a timely and efficient manner
Other special projects and duties as assigned

Skills

Key technologies and capabilities for this role

Data EntryData AnalysisDatabase MaintenanceQuality ControlPhone ServicingCritical ThinkingComplianceDocument ReviewMulti-taskingResearch

Questions & Answers

Common questions about this position

What education and experience are required for the Refund Plus Coordinator role?

A High School Diploma or GED is required, with a Bachelor’s degree preferred or equivalent combination of education and experience. Candidates need 3-4 years of related experience, with internal experience highly considered, and a minimum of 3 years of professional office and customer telephone experience preferred.

What key skills are needed for this position?

Key skills include understanding of auto lending contracts, dealer service contracts and provider contracts, understanding state compliance requirements for product cancellations, strong customer service abilities, data entry and analysis, critical thinking, decision making, and multitasking across multiple systems.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What background makes a strong candidate for this role?

Strong candidates have lending, insurance, financial or automobile dealership background preferred, professional office experience, customer telephone experience, and any experience with compliance, regulatory, or auto service providers, with internal experience highly considered.

Allen Integrated Solutions LLC

Provides technical and management services for government security missions

About Allen Integrated Solutions LLC

Allen Integrated Solutions LLC specializes in a range of technical and management services aimed at enhancing performance in government and security sectors. With a focus on integration management, intelligence, cyber security, and more, the company expertly handles missions related to national security and defense. This firm stands out as a reliable provider of comprehensive systems engineering, technical assistance, and advisory services, making it a pivotal support system for complex federal operations.

Stafford, VA 22554, USAHeadquarters

2015Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, AerospaceIndustries

11-50Employees