CANCELLATION CLERK
Sames Bastrop Ford
CANCELLATION CLERK
Sames Bastrop Ford
Posted 2 months ago
Full Time
Bastrop, Texas
In Person
Smart Summary
Responsibilities
The Cancellation Clerk is responsible for processing F&I product cancellations and ensuring all documentation complies with dealership and lender requirements. They must also coordinate with the accounting department to manage refunds and maintain accurate customer records.
Qualifications
The Cancellation Clerk is responsible for accurately processing cancellations and refunds for F&I products, ensuring compliance with all relevant regulations. Key qualifications include strong attention to detail, excellent organizational and follow-up skills, and the ability to handle confidential financial information. Familiarity with dealership management systems is preferred, along with clear communication abilities.
Job Description
Description
It is the Cancellation Clerk’s responsibility to ensure all cancellations are handled correctly, documented properly, and processed in compliance with dealership, lender, and regulatory requirements.
RESPONSIBILITIES
- Process cancellations for F&I products
- Submit cancellation requests to vendors and lenders
- Calculate and process prorated refunds accurately
- Update dealership management systems (DMS) and customer records
- Coordinate with Accounting to ensure refunds are posted correctly
- Track outstanding cancellations and follow up until completed
- Maintain organized files and documentation for audit and compliance purposes
- Ensure compliance with OEM, lender, and state regulations
- Assist with resolving customer inquiries related to cancellations or refunds
Requirements
QUALIFICATIONS
- Strong attention to detail and accuracy
- Strong organizational and follow-up skills
- Ability to handle confidential financial and customer information
- Familiarity with dealership management systems (PBS or similar preferred)
- Clear communication skills
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