CANCELLATION CLERK

Description It is the Cancellation Clerk's responsibility to ensure all cancellations are handled correctly, documented properly, and processed in compliance with dealership, lender, and regulatory requirements.

RESPONSIBILITIES

Process cancellations for F&I products Submit cancellation requests to vendors and lenders Calculate and process prorated refunds accurately Update dealership management systems (DMS) and customer records Coordinate with Accounting to ensure refunds are posted correctly Track outstanding cancellations and follow up until completed Maintain organized files and documentation for audit and compliance purposes Ensure compliance with OEM, lender, and state regulations Assist with resolving customer inquiries related to cancellations or refunds Requirements

QUALIFICATIONS

Strong attention to detail and accuracy Strong organizational and follow-up skills Ability to handle confidential financial and customer information Familiarity with dealership management systems (PBS or similar preferred) Clear communication skills