Document Specialist - Audi Central Houston in Houston, TX at Sonic Automotive

Job Description

Summary:

The Document Specialist works closely with the Finance & Insurance (F&I) team to organize, verify, and prepare deal paperwork for submission to the billing department and banks. This role ensures accuracy and compliance in all documents, supporting a smooth and timely funding process.

Duties and Responsibilities:

• Review and compile all required documents from the F&I team for each vehicle sale.
• Ensure deal jackets contain all necessary paperwork for funding, including contracts, titles, payoff info, and supporting documents.
• Double-check for missing signatures, incorrect figures, or compliance red flags before submission.
• Maintain a checklist to verify documentation is complete and meets dealership and lender requirements.
• Communicate with F&I managers regarding any discrepancies or missing items.
• Submit completed deal files to the billing clerk for processing and bank funding.
• Scan and upload deal documents into the DMS and digital filing systems.
• Organize physical and electronic records to ensure easy retrieval and audit readiness.
• Assist with month-end closeout by ensuring all deal files are complete and processed.
• Support the office and F&I department with general administrative tasks related to deal compliance and documentation.

• 1+ year of administrative related experience in an automotive dealership.
• Strong attention to detail and organizational skills.
• Familiarity with deal paperwork, titling, or F&I processes.
• Ability to prioritize and work efficiently under deadlines.
• Comfortable working with computers, scanners, and dealership software (e.g., CDK, Reynolds & Reynolds, Dealertrack).
• Some Saturdays will be required for Month-End close out.
• All applicants must be authorized to work in the USA.
• All applicants must be able to demonstrate ability to pass pre-employment testing to include background checks, MVR, drug test, credit report, and valid driver license.

Preferred Qualifications:

• Previous experience working directly with F&I, billing, or title clerks in an automotive setting.
• Understanding of lender documentation requirements and funding guidelines.
• Experience auditing or reviewing automotive deal jackets for compliance.

Compensation (Hourly):

• $20.00+ / hour

Schedule:

• FULL TIME
• 5 days a week / 2 days off
• Sundays off
• Some Saturdays will be required for End of Month close out

Benefits:

• Medical, dental, vision insurance
• 401k plan with company match
• Paid Time Off accrual
• Closed for Thanksgiving day and Christmas day
• Employee discounts on purchasing and leasing cars
• Opportunities for career advancement within a Fortune 500 company

All your information will be kept confidential according to EEOC guidelines

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