Refund Plus Coordinator

This position is responsible for the daily activities associated with ancillary product refund cancellations that must be adjudicated for Allied's lender client base. The Coordinator position will primarily involve a QA workflow/process aimed at product providers and will include the gathering of product level data as well as the resolution of the quote investigation process within the larger Refund Plus workflow. Additionally, the Coordinator will be tasked with resolving high priority loans or those loans which have become aged and need manual intervention to complete within operational and client level SLAs.

Job Duties and Responsibilities:

Data Entry, Analysis, and Database Maintenance (15%)

• Analyzing and comprehending various documents for pertinent information necessary
• Inputting data into various technology platforms to execute automated processing
• Documenting the cancellation refund process through denial or disbursement of funds
• Utilize external client programs to retrieve necessary documentation for cancellation process
• Reviewing intake materials processed by other parties to ensure all information is accurate

Communications Servicing (30%)

• Investigate flow of funds for refunds and quote information due from cancelation of ancillary products via follow up contacts with either dealers, providers or the client by way of emails, phone calls, faxes or letters.
• Attend various meetings via Teams or in office with either external or internal parties related to Coordinator processes for collaboration needs.

Problem Solving (25%)

• Ensuring compliance due to state driven requirements related to product cancellations and flow of funds
• Able to multi-task while navigating within the environments of multiple systems
• Work within multiple programs and formats to ensure flow of funds between internal areas are accurate and efficient processes

Priority Research and other projects (30%)

• Creation and brainstorming of development of new and improvements for processes and procedures
• Investigate various scenarios of refund and quote statuses to ensure accurate refunds to the consumer and meet state regulations
• Conduct research on specific product contract language to properly resolve product cancellations
• Reviewing secondary technology platforms to complete research to clear pending cancellations

Qualifications (Education, Experience, Certifications & KSA):

• High School Diploma or GED required; Vocational or Technical Training preferred.
• 1-2 years of work-related experience required.
• Access to outside programming systems needed for documentation work ex: RFP program, Cox automotive, and client documentation programs needed to obtain product contracts.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

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We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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