Capital Operations - Floorplan Account Rep

What you will do

• Operate the Dealer Management System (DMS) such as Data Scan for managing dealers.
• Ensure security and compliance with all Federal and State legal requirements, including retention periods for Dealer Applications, Contracts, UCC filings, and confidential information.
• Actively support efforts to simplify and enhance the customer experience.
• Manage the timely processing of floorplan payments.
• Process and implement ACH payments.
• Problem‑solve and contribute to new process development.
• Manage multiple priorities within tight time frames while maintaining attention to detail.
• Answer and triage phone calls and requests in a professional manner.
• Review emails and faxes received in individual or departmental inboxes for timely processing.
• Ensure prompt follow‑up in payment processing within the portfolio and complete tasks efficiently.
• Interface directly with Dealership Management to resolve payment and credit line issues and address all questions or concerns that may arise.
• Ensure compliance in the completion of all assigned transactions accurately and in a timely manner.
• Review legal documentation to ensure transactions are properly secured and comply with all State and Federal laws.
• Perform additional duties as assigned.

• High School or GED – required
• 4‑Year / Bachelor’s Degree – preferred
• Experience in AR/AP, office work, clerical, or automotive auction environments.
• Ability to read, write, speak, and understand English.
• Interest in finance, accounting, or operations – a plus.
• Thorough, thoughtful, and well‑organized.
• Team player willing to learn multiple jobs.
• Experience with Microsoft Office suite (Excel, Word).
• Detail‑oriented and able to prioritize and facilitate multiple projects.
• Eagerness to tackle complex challenges and humility in handling simpler tasks that keep the office running day‑to‑day.
• Creativity and resourcefulness in solving problems.
• Fondness for collaboration and working in a team while staying motivated when working independently.
• Ability to learn and become proficient in a Dealer Management System such as Data Scan.