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
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Process cancellations for F&I products
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Submit cancellation requests to vendors and lenders
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Calculate and process prorated refunds accurately
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Update dealership management systems (DMS) and customer records
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Coordinate with Accounting to ensure refunds are posted correctly
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Track outstanding cancellations and follow up until completed
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Maintain organized files and documentation for audit and compliance purposes
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Ensure compliance with OEM, lender, and state regulations
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Assist with resolving customer inquiries related to cancellations or refunds
Requirements:
QUALIFICATIONS
- Strong attention to detail and accuracy
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Strong organizational and follow-up skills
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Ability to handle confidential financial and customer information
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Familiarity with dealership management systems (PBS or similar preferred)
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Clear communication skills
