Dealer Onboarding Specialist

Summary

Join Lendbuzz, a company committed to personalized and fair financial opportunities, as a Dealer Onboarding Specialist. Reporting to the Director of Funding and Titles, you will play a crucial role in improving the onboarding experience for our dealer partners. Your responsibilities will include overseeing due diligence, acting as a subject matter expert on onboarding documentation, managing projects, creating progress reports, and collaborating on process improvements. Success in this role is measured by the accuracy and efficiency of the dealership onboarding process. You will work cross-functionally with funding, sales, legal, and operations teams. This position requires strong organizational, communication, and analytical skills, along with experience in customer onboarding or account management.

Requirements

• 2+ years of experience in customer onboarding, success, or account management
• Not afraid to take a proactive role in deep-diving into process opportunities
• Ability to research and interpret basic policies and procedures
• Strong organizational and time management skills; able to meet deadlines with sufficient planning and minimal supervision
• Utilize critical thinking skills to resolve issues
• Good decision-making capabilities
• Strong oral and written communications skills
• Ability to adapt to changing business needs
• Strong attention to detail
• 2+ years experience with Excel and data analysis/reporting

Responsibilities

• Oversee Lendbuzz’s due diligence standards for onboarding new dealer partners
• Serve as the subject matter expert by reviewing and providing feedback on the appropriate documentation needed for dealer onboarding, both internally and externally (with dealers)
• When required per company guidelines, pull and file external due diligence checks and escalate any findings
• Act as the project manager for all dealerships currently in the process of onboarding as Lendbuzz clients. Track open items, deadlines, and tasks from start to finish
• Create reports to monitor and present progress on outstanding onboarding successes and issues in the pipeline compared to those that have been resolved
• Collaborate with department leadership to establish process flows, improvements, policies, and procedures
• Maintain a fundamental understanding of key policies and procedures, as well as the legal implications and relationship-building aspects of your role
• Coordinate and act as a liaison between dealerships and sales agents as needed to resolve outstanding tasks
• Make outbound calls to dealers as required
• Provide clear and professional communication with employees at all levels of management, including handling sensitive and confidential information
• Develop new programs for changes in the onboarding process that affect business operations
• Perform routine audits/reviews on dealer records in company systems to ensure compliance completeness
• Define and track metrics for dealership onboarding compliance

Preferred Qualifications

• Experience working in the Auto Finance or dealership industry is a plus
• Experience with RouteOne/Dealertrack a plus