The Role
The Doc Specialist supports the sales team by managing documents for vehicle sales transactions, ensuring accuracy, and maintaining organization. Key tasks include verifying signatures, uploading documents, tracking deals, and assisting sales managers with customer transactions.
Summary Generated by Built In
Description
Position Purpose:
This position performs the support for the sales team and prints DMV and bank documents.
Duties and Responsibilities:
- Assisting the sales managers with the following
- Providing the sales managers with documents for customer’s
- Assisting sales managers with collecting money at the time of transaction
- Verifying the data that is in the system
- Verifying and checking the accuracy of all signatures
- Organizing all documents neatly and accordingly in each deal jacket
- Maintaining a clean and neat workspace
- Providing well thought out note for each deal in our system and the physical jacket itself
- Communicating with one another about any issues about a deal
- Engaging in any/ all activities with sales
- Providing the Business office with digital uploads
- Login and track deals in the trip pad.
- Other tasks as assigned.
- Maintains confidentiality of customer information.
- Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information.
Requirements
Qualifications:
- Must be able to navigate through computer software
- Good attitude and sportsmanship
- Some sort of customer service experience
- Must know how to navigate through Google Drive
- Maintains a professional appearance.
- Ability to read, analyze and interpret the most complex documents.
Working Conditions:
- Must be able to work under some stances of pressure
- Must be able to multitask with talking to a sales manager and printing documents
- Weekend availability is a must
- Schedule: Rotating schedule 9am - 5pm / 12pm - 8pm
Skills Required
- Must be able to navigate through computer software
- Good attitude and sportsmanship
- Some sort of customer service experience
- Must know how to navigate through Google Drive
- Maintains a professional appearance
- Ability to read, analyze and interpret the most complex documents
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The Company
What We Do
Price Family Dealerships have been proudly serving communities throughout the San Francisco Bay Area since 1976. With 30 franchise dealerships and 20 brands to choose from, Price Family Dealerships is the first choice in Northern California.
