Document Specialist - Audi of West Houston

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.