Document Specialist - New Braunfels, TX in New Braunfels, TX at Sonic Automotive.

Date Posted: 5/15/2018

Job Snapshot

Job Description

The Document Specialist is responsible for the accurate and timely execution of transaction documents, all while maintaining an outstanding guest experience - delighting each and every guest by exceeding their expectations. The EchoPark Automotive shopping experience is intended to let the guest lead the process – whether it begins with test-driving vehicle inventory, appraising the trade-in value of their current vehicle or reviewing finance terms, the Document Specialist must be agile and attentive to support this guest-led process.

Essential Functions –
  • Treat the guest as you would a guest in your home
  • Greet the guest in a manner that gives a good first impression and builds rapport
  • Explain how the buying experience works and let the guest guide the next steps
  • Be a subject matter expert on the document process. Monitor and coach Experience Guides on proper transaction preparation
  • Identify ways to delight or surprise the guest
  • Be open minded and stay ready to continually innovate
  • Accept and embrace all responsibilities
  • Answer guest questions, accurately, openly, honestly
  • Work with other team members to problem solve, if necessary, in order to efficiently address a guest’s need
  • Celebrate with guests when they achieve their goal
Assignments -
  • Prepare and have Experience Guide execute E-sign and/or paper documents accurately and timely with Guest; Confirm accuracy of all documents
  • Ensure documents contain stipulations from lenders and all appropriate compliance components: red flags, OFAC, RBPN, form 8300, etc.
  • Maintain CIT to 6 days or less by following-up and holding all parties accountable
  • Deliver executed documents to the business office
  • Collect, receipt and process guest’s down payment
Minimum Qualifications –
  • Work habits that are guest-centric and committed to exceeding the guest’s needs
  • A history of success in a team environment
  • Ability to utilize our technology and stay current with our technology training
  • Experience using good problem solving skills, and taking the initiative to think critically to identify improvement opportunities
  • Ability to take ownership of the details – large and small
  • Decision making that demonstrates good judgment
  • Have a clean motor vehicle record and clean criminal background record
Desired Experience –
  • Experience in a customer service, consumer finance or guest advocacy role
  • High school diploma or equivalent
  • Experience with web-based search applications and tablet technology


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