Description

The Floorplan Specialist is responsible for supporting dealer relationships and daily floorplan operations through accurate account management, inventory reconciliation, and proactive communication. This role works closely with dealers, Account Managers, and internal operations teams to ensure accounts remain current, compliant, and positioned for long-term success.

This role requires accuracy, follow-through, and the ability to manage multiple priorities in a fast paced, dealer focused environment.

Benefits

Medical, dental, and vision insurance
Company paid life insurance
401(k) with company match
PTO and paid holidays
Disability and FSA benefits

Essential Duties and Responsibilities

Support assigned dealer accounts through daily floorplan and inventory management activities
Maintain regular communication with dealers regarding account activity, inventory status, and documentation needs
Perform daily reconciliation of floorplan accounts to ensure accuracy and compliance
Monitor payment activity and assist with collections follow up as needed
Support title processing and title management to ensure timely and accurate documentation
Identify discrepancies, risks, or trends within assigned accounts and escalate appropriately
Prepare and review internal and dealer facing reports related to account and inventory status
Maintain accurate dealer contact information and account records
Partner closely with Account Managers and operations leadership to support dealer success
Develop and maintain a working knowledge of floorplan policies, procedures, and compliance standards
Perform additional operational or administrative duties as assigned

Requirements

High school diploma or equivalent required
Must be at least 21 years of age
Must possess a valid driver’s license
Must be able to read, write, and speak English fluently

Skills and Competencies

Strong organizational skills with high attention to detail
Two or more years of experience in automotive finance, dealership operations, floorplan lending, or a related customer facing administrative role preferred
Experience working directly with external customers or dealer partners preferred
Customer focused mindset with professional communication skills
Ability to manage multiple accounts, tasks, and deadlines simultaneously
Strong follow up and problem solving skills
Comfort working with financial data, reports, and reconciliation processes
Ability to work independently while collaborating effectively with a team
Proficiency with basic computer applications and internal systems
Self motivated, dependable, and accountable

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