Client Processing Specialist

Description

At this time, a Client Processing Specialist (Rate Developer) is needed to maintain accurate rate schedules, rate (schedule) inquiries, agency acquisition rate adjustments, building rate schedules, new/updated products, cede changes, product questions, form, and lender rate updates. The ideal candidate will work effectively and efficiently in a fast-paced, team environment to ensure that all requests are completed daily and meet quality and service standards.

 **This position can be worked as a Hybrid role, following on-site training at our Lake Forest, CA office** 

*Qualified candidates must:

• Be mathematically inclined.
• Have worked within an Accounting or related field for at least 2 years.
• Have experience with maintaining sensitive and confidential information, specifically related to processing payroll or commissions.
• Possess intermediate to advanced knowledge of Microsoft Office Suite, including Excel.
• Have experience working within a CRM Tool such as SalesForce or similar.

* This position requires strong attention to detail while working with a sense of urgency.

Schedule: Monday - Friday 8:00 am - 4:30 pm. 

Training in person at the Lake Forest, CA office for 2-4 weeks. Following Training, Work from Home on Mondays, Wednesdays, and Fridays, and Work from the Lake Forest office on Tuesdays and Thursdays. 

Compensation: $25.00 - $30.00 per hour. Commensurate with experience and background. Comprehensive benefits package!

Essential Functions:

• Build and approve service rate cards and assumption sheets
• Process the final phase of dealership setup timely and accurately by generating cost schedules consistent with internal checklist while verifying for completeness
• Maintain internal commission schedules to ensure all parties are paid properly
• Maintain master fee set up spreadsheets to ensure their accuracy
• Compile rate change tool updates and lead projects with IT for Vander process changes
• Review Cancel Redirect requests within 48 hours of receipt
• Complete chargeback rate changes and reply to the team when completed
• Research complicated chargebacks and communicate effectively with the team, accounting, and IT when necessary
• Load, map, create fillable forms, and maintain the consumer forms library
• Maintain PRX files
• Meet required KPIs, use CRM Tool for tracking and reporting
• Provides technical assistance to all clients including troubleshooting rating issues
• Works with third-party software companies to ensure proper form installation and mapping.
• Troubleshoot rating issues for dealer clients to allow them to rate and process a contract
• Takes ownership of projects until completion and ensures success through proper documentation and follow-up
• Maintain desk area by making sure that everything is organized, neat, clean and all files and paperwork with personally identifiable information is properly filed in accordance with WISP
• Consistently works towards providing a wow customer experience in support of the company mission.
• Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Other job duties as assigned individually such as: Other daily/weekly/monthly reports.

Requirements

Qualifications and Education Requirements:

• High School diploma or equivalent.
• 2+ years’ experience in automotive sales, accounting, or strong mathematical aptitude.
• Proficient in Microsoft Office products such as Outlook, Word, and Excel.
• Ability to learn and utilize proprietary software and navigate databases
• Willingness to work beyond normal scheduled hours, as necessary
• A strong sense of urgency and a desire to succeed.
• Strong analytical and problem-solving skills
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
• Extreme attention to detail and quality of service to the clients an absolute must.
• Ability to keep up with high demands with a positive attitude and maintain accuracy.
• Ability to think independently and provide useful and constructive feedback.
• Ability to review and verify binding agreements for accuracy.
• Preferred experience with a CRM Tool or Sales Force.
• Ability to process account reconciliation.
• Understanding of basic accounting processes and principles.
• Experience with maintaining sensitive and confidential information, specifically related to external payroll and commission.
• 2+ years’ experience with managing relationships with third-party providers.
• Experience reviewing, managing, and troubleshooting technology-related system processes.
• Experience participating in the development of technical advancement, including the ability to test quality assurance.

Preferred Skills:

• Self-motivator – Initiative-taker
• Solution minded
• Excellent communication skills, both verbal and written
• Driven by integrity.
• Willingness to embrace change.

Work Environment and Physical Requirements:

• Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
• Ability to grasp objects such as a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
• Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
• Ability to frequently sit for long periods of time.
• Ability to hear and talk, both in person and by phone.
• Ability to spend extended hours in front of a computer screen.