Floorplan Specialist

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.

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
• 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
• 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
• 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