F&I Product Specialist - Las Colinas

Do you have a passion for developing relationships, providing exceptional guest experiences, and being an innovator in the automotive industry?

As a Finance Product Specialist, you will have the opportunity to make a positive impact on our business and in the lives of our team members and customers every day.

We are looking for strong, energetic, people-focused member who will help us redefine the car-buying experience.

Does this sound like you?

The F&I Product Specialist provides responsive, professional service to customers requesting cancellation and refunds for finance and insurance (F&I) products. This position supports assigned dealership locations by reviewing and processing cancellation requests, refunds, chargebacks, and reconciliations, and by maintaining accurate account schedules and transaction records.

The specialist communicates with customers, dealership personnel, lenders, and product providers to resolve questions and outstanding items. Success in this role requires urgency, attention to detail, sound judgment, and a commitment to customer service, compliance, and process improvement.

Duties:
Customer Service & Refund Processing

• Provide courteous, guest-focused service to customers requesting cancellation of F&I products.
• Review cancellation requests and supporting documentation for completeness.
• Process cancellations and refunds accurately and promptly in accordance with company policies, product terms, and provider requirements.
• Respond to customer, lender, and dealership inquiries about cancellation requests, refund status, and related account activity.
• Track refund requests through completion and provide timely updates when additional information or follow-up is needed.

Chargeback & Reconciliation Management

• Review, reconcile, and post F&I product chargebacks for assigned dealership locations.
• Complete monthly chargeback reviews and postings by the established deadline of the 25th of each month.
• Investigate and resolve discrepancies involving refunds, chargebacks, and product provider reporting.
• Maintain complete transaction records and supporting documentation.

Schedule Review & Account Maintenance

• Review and maintain assigned F&I product schedules for accuracy and completeness.
• Identify aging transactions, outstanding items, and discrepancies; follow up with the appropriate parties to resolve them.
• Perform routine account cleanup and keep schedules current and compliant with company procedures.
• Add and update schedule notes regularly in accordance with company standards.
• Monitor processing queues and prioritize work to meet established service expectations.

Communication & Partnership

• Communicate professionally with customers, dealership personnel, product providers, and lenders regarding refunds, cancellations, and chargeback activity.
• Build effective working relationships with assigned dealerships through consistent, responsive, and solution-oriented communication.
• Provide timely updates and support the resolution of outstanding issues.
• Collaborate with team members and cross-functional departments to improve efficiency and customer satisfaction.

Compliance & Process Excellence

• Follow company policies, procedures, internal controls, and compliance requirements for financial transactions and reporting.
• Protect the confidentiality of customer and financial information.
• Maintain accuracy and quality while managing time-sensitive work.
• Identify opportunities to improve processes and assist with special projects as assigned.

Any other duty assigned by manager.

Pay and Recognition:

• Weekly pay
• Paid holidays & paid time off
• Paid training
• Stock Awards (select management and front-line team member's eligible)

Insurance / Retirement:

• Insurance: medical, vision, dental, accident, critical illness and…