Offer summary

Qualifications:

2+ years of experience in customer onboarding, success, or account management., Strong organizational and time management skills with attention to detail., Proficient in Excel and data analysis/reporting., Excellent oral and written communication skills..

Key responsabilities:

Oversee due diligence standards for onboarding new dealer partners.

Act as project manager for dealerships in the onboarding process, tracking tasks and deadlines.

Create reports to monitor onboarding progress and resolve issues.

Coordinate communication between dealerships and sales agents to ensure smooth onboarding.

Job description

At Lendbuzz, we believe financial opportunity should be more personalized and fair. We develop innovative technologies that provide underserved and overlooked borrowers with better access to credit. From our employees to our dealers, partners, and borrowers, we’ve built a company and a culture around a resolute belief in the promise and power of diversity. We value independent and critical thinking.

This position will report directly to the Director of Funding and Titles, and will work cross-functionally with the funding, sales, legal and operations teams. This job will involve modifying and creating a smooth onboarding experience for our dealer partners. Success in this role is measured by the accuracy and process building of the dealership onboarding experience.

Key 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.

Key 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

Experience working in the Auto Finance or dealership industry is a plus.

Experience with RouteOne/Dealertrack a plus

We believe:

Diversity is a competitive advantage. We celebrate our differences, and are better when we have a variety of experiences, viewpoints, and backgrounds.

Compassion is a strength. We care about our customers and look to build long-term relationships with them.

Simplicity is a key feature. We work hard to make our forms and processes as painless and intuitive as possible.

Honesty and transparency are non negotiable. We incorporate these traits in all of our interactions.

Financial opportunity belongs to everyone. We work every day to improve lives by extending this opportunity.

If you believe these things too then we would love to hear from you!

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