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Regional Documentation Development Coach - Auto Finance - Fort Worth, TX

Job Description

The Regional Documentation Development Coach will be responsible for the following:
Training/Coaching Responsibilities:
  • Provide consistent and targeted coaching to Documentation Analysts based on individual audit and productivity results
  • Develop and deliver training to all new staff – both lease and retail -  and ensure the curriculum is current and measure overall effectiveness based on new hire audit results
  • Monitor performance of all new staff transitioned into production; provide coaching until analyst is meeting quality and productivity standards
  • Provide staff coaching based on process errors identified and provide feedback on staff coaching for monthly performance discussions
  • Develop performance management recommendations based on coaching sessions
  • Ensure targeted coaching improves overall regional audit results annually
  • Support recruiting and hiring
  • Create training materials related to new process and products. Provide feedback to dedicated training team on recommended improvements to existing Funding training.
  • Track external training attended by staff; ensure all required training is delivered. Monitor available training and update standard Funding curriculum. 
Production Responsibilities:
  • Monitor Web Desk Aged Pending Queues – ensure pending exceptions are cleared within 10 days of initial contract receipt
  • Communicate trends and issues to Operations / Sales / Credit Management
  • Effectively work with Dealer Relationship Managers to resolve dealer issues
  • Accurately track training provided within the region / support regional supervisors in evaluating performance management alternatives
  • Review audit results and other process performance reporting to develop monthly training objectives
  • Ensure exceptions are resolved within 10 days of contract receipt
  • At least 4 months of auto finance booking & funding experience is required.
  • Must be trained in Lease booking.
  • 12 months of experience in training facilitation / delivery preferred
  • Previous Risk Control Self Assessment (RCSA) Testing experience a plus
  • Strong facilitation / presentation skills
  • Strong coaching and consulting skills
  • Ability to work comfortably with both large and small groups
  • Strong written and oral communication skills
  • Strong PC skills (e.g. Windows, Word, PowerPoint, and Excel)
  • Advanced knowledge of Excel to include knowledge of pivot tables and v-lookup strongly desired
  • Knowledge of Visio (for process mapping) a plus
  • Flexibility required with working hours.  Ability to work any shift within operational hours of 8:00 AM - 7:00 PM, Monday - Friday with rotating Saturdays, based on business needs.  Travel may also be needed based on business needs.
Req #: 160040849
Location: Fort Worth, TX US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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