Auto - Booking and Funding Specialist I -… at WallStreetQuan… · Plano

Auto - Booking and Funding Specialist I - Plano, TX

Location: Plano, TX, United States

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

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans