Dealer Specialist Job Description

Dealer Specialist Job Description

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Dealer specialist provides internal and dealer support for dealer management and customer relationship software-based systems, work with business partners on programming changes related to dealer management systems.

Dealer Specialist Duties & Responsibilities

To write an effective dealer specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included dealer specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Works collaboratively with internal and external partners and stakeholders
Makes recommendations on use of communication tools and vehicles to deliver meaningful and relevant content based on audience needs
Establishes key performance metrics and delivers results to key stakeholders
Management of an internal client services staff is a key responsibility of this position
The focus of this position will be the primary liaison with our Lincoln Select retailers and to inspire change to deliver a personalized and differentiated client experience and achieve all monthly targets
Drive Retailer engagement, passion and share of mind to achieve alignment with Lincoln Motor Company vision
Provide regular business consultations to assist Retailers in maximizing sales, profitability, client satisfaction and brand loyalty
Develop Retailer action plans including Tier 3 marketing, Retailer experiential events, to deliver Lincoln new vehicle and business plan targets
Support Market Area and requests including, sales close estimates, competitive intelligence, joint Sales/Service Assignments
Assist Retailers in understanding Programs and review and submit (if necessary) exceptions

Dealer Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Dealer Specialist

Typically a job would require a certain level of education.

Employers hiring for the dealer specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Business, Finance, Marketing, Technical, Business/Administration, Accounting, Paralegal, Communications, Management

Skills for Dealer Specialist

Desired skills for dealer specialist include:

DOL rules
Dealer operations and familiarity with Bobcat systems
Accounting
Audit and documentation processes
Automated transaction monitoring systems
Boston Whaler products strongly
Broker-dealer and FCM regulatory requirements
Business tools
Compass
Consumer lending products

Desired experience for dealer specialist includes:

Enhance the Client Experience
Lead execution of Lincoln initiatives to ensure Retailer
Lead development Retailer level action plans to improve the Client experience as measured by CVP and Dealer Loyalty metrics
Create a vibrant Retail Network
Assist Retailers in identifying and supporting appropriate personnel for key Lincoln positions
Identify high impact stores to provide more specific dealership consulting

Dealer Specialist Examples

1

Dealer Specialist Job Description

Job Description Example
Our company is looking for a dealer specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for dealer specialist
  • Work with Management team to support training and development of all members of the Lincoln team
  • Develop a culture that embraces One Ford values
  • Facilitate learning via classroom instruction and webinars
  • Arrives at least 30 minutes prior the classroom training and (15 minutes prior for WebEx delivery) to test equipment and prepare the room
  • Assist Account Executives to deliver income development training to dealerships
  • Partner with the DP&S account teams to identify customer training needs and deliver training to dealership personnel
  • Deliver F&I menu training
  • Evaluate existing and emerging instructional trends, tools, and techniques for applicability within the Dealership Training group
  • Assist AE's in acquiring new accounts by participating in Blueprints, proposals and launches
  • Consult with account teams and customers to improve training and dealership performance
Qualifications for dealer specialist
  • Converting quotes into Oracle and confirming the order with customers to ensure accuracy, to obtain any special instructions regarding the order or delivery requirements
  • Proactively ensuring that orders move through the system efficiently and working cross-­‐functionally to troubleshoot any order-­‐related issues that may arise
  • Maintain industry, product, and competitor expertise
  • Ensure that the training service provided is a clear differentiator to DP&S competitors
  • Participate in the sale of P&C products as required
  • High level of accountability and ability to effectively prioritize tasks
2

Dealer Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a dealer specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for dealer specialist
  • Ensure that incoming paperwork is filled in completely
  • Ensure timely communications on account statuses are given to management and account representatives in a timely manner
  • Ensure turn around and volume quotas are met on a monthly basis
  • Ensure quality metrics are met on a monthly basis
  • Answer incoming telephone requests
  • Ensure that reporting to management is done within prescribed timelines
  • Perform any other task assigned by management
  • Processing all fax and email orders
  • Able to deal up to £50K
  • Review every single online order that comes into the system against limit exposure, updates to values per notes and client calls, communication with the position keeper on orders feeding into their position and ensure all AAA client/special requirements are adhered to
Qualifications for dealer specialist
  • Join a company dissatisfied with the status-­‐quo and set on redefining how people think about work
  • Ability to work with PC applications
  • Wealth Platform experience preferred
  • Must be a team player with an ability to work independently with minimal supervision
  • Experience with Excel and Access are a plus
  • Advanced knowledge of lending products and services that result in successfully assessing and identifying quality control initiatives
3

Dealer Specialist Job Description

Job Description Example
Our company is looking for a dealer specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for dealer specialist
  • Provision of our online daily rate updates and client specific daily email communications
  • Reopening and amending deals, processes client refunds, contras and reissues
  • Daily communications to the Dealing team to manage settlement breaches, maturing forwards, TBA’s and reallocates
  • May act as backup support for other Operations units as needed
  • Manage marketing show truck supplier content funding, managing supplier funding for marketing events in a supporting role
  • They include investigating the status of existing store orders and/or creating emergency orders on behalf of stores in AOM
  • Prepare and present a compelling case for change at the dealer, TM, and Distributor level
  • The Dealer Quality Specialist I shall be responsible for conducting monthly reviews on dealers to detect and report inconsistencies or possible inaccuracies in stated employment and income not detected during the application or the funding process
  • Execute approved legal strategies
  • Works cross-functionally with Sales Team and Legal Dept
Qualifications for dealer specialist
  • Knowledge of lending policies, procedures, practices and documentation
  • Two (2) years in the auto-finance field required including knowledge of the industry
  • Excellent communication, negotiation, sales and closing skills is a must
  • Highly motivated and inspiring including ability to be innovative and creative
  • Strong PC skills including Microsoft Office, PowerPoint and Excel
  • Ability to work within a team environment and delegate tasks
4

Dealer Specialist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of dealer specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for dealer specialist
  • Process invoices and maintain department spending/budget records
  • Perform project management duties for assigned projects involving collaboration with others
  • Assist in the execution of events being supported by the department
  • Produce reports and communications promoting programs/progress/accomplishments to stakeholders
  • Collaborate with other marketing team members and provides support for marketing projects as needed
  • Administer content and fulfillment of marketing kits for new dealers
  • Administer ordering, warehousing and fulfillment of dealer support materials
  • Manages all aspects of the Customer Care dealer database and contract administration on the Internet accessed Product Registration and Warranty System
  • Manages warranty labor rate database, allowable parts purchases, parts pricing calculations and program participation to ensure proper warranty reimbursement and program categorization within RLC and SWS Divisions
  • Writes, creates, and maintains Customer Care policy manuals, including Customer Care department operations manual
Qualifications for dealer specialist
  • Three (3) plus years in the auto-finance field required including knowledge of the industry
  • Ability to exercise discretion and judgment to make sound decisions
  • Basic Microsoft Office Suite knowledge
  • Ability to communicate complicated scenarios to individuals via various forms of communication
  • Ability to input data into multiple administrative systems
  • Advanced degrees, JD or MBA degree – preferred
5

Dealer Specialist Job Description

Job Description Example
Our company is hiring for a dealer specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for dealer specialist
  • Provides input on all Customer Care policies relating to customer relations, warranty processing and payment, training, and technical assistance to RLC and SWS annual Marketing Guides tailoring summaries to appropriate dealer or rental category
  • Provide Distributor/Territory/Regional Sales and Service Managers with training and support on all new dealer status change documents and forms
  • Manages warranty system tables for model master, model component and product hierarchy to ensure warranty processing functions appropriately
  • Extensive problem solving with internal departments including credit, Red Iron, RLC sales, commercial sales and service, marketing, parts, program administration, technical publications, Resolves various dealer base issues though both oral and written communication to both internal and external personnel
  • Manages creation and facilitates production of all Channel Partner service application materials including contracts, forms, and all other documents needed
  • Coordinates the processing and mailing of new service dealer packages, including billing for such items
  • Creates and manages login authorization to all RLC/SWS dealers and SWS rental customers for Portals and Warranty System to ensure appropriate access
  • Processing orders through SAP system
  • Negotiate or apply the most competitive offer on transportation
  • Approving orders for invoicing and raising the invoice
Qualifications for dealer specialist
  • A minimum of 5 years’ experience working in a regulatory and/or compliance, law enforcement or other investigative capacity within a broker-dealer and/or financial institution setting
  • Working knowledge of U.S. Capital Markets and current regulatory environment in the financial service industry
  • Extensive knowledge of FINRA broker-dealer rules, including those related to AML/OFAC
  • Strong institutional brokerage and investment advisory product knowledge – preferred
  • Series 7 required and Series 24 preferred
  • Member of SIFMA AML Committee – preferred

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