Analyst – Retail Compliance Systems and Forms Support
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Job Description
Analyst role at Holman focusing on compliance systems and forms support for dealerships. Collaborating with Controllers and assisting with audits, training, and system issues.
Responsibilities:
- Work directly with internal customers (dealerships) to resolve system and form related issues and requests
- Partner closely with Controllers on dealer licensing activities, compliance documentation, and related requirements
- Perform analyst-level duties, including reviewing data, documentation, and system outputs for accuracy and compliance
- Assist with quarterly compliance checks, audits, and education requirements in collaboration with Compliance
- Help with deal reviews, ensuring documentation, forms, and system entries meet regulatory and company standards
- Work with system support providers to carry out requests and occasionally troubleshoot technical issues
- Document customer requests in an organized manner to ensure proper follow up and resolution
- Manage and continuously maintain form libraries in the dealership Sales and F&I systems
- Implement form changes as needed in response to regulatory, policy, or procedural changes
- Maintain a working knowledge of the Sales and F&I systems, finance source portals, and associated systems as used by dealership personnel
- Collaborate with Compliance Department, Controllers, and other Central Services personnel to ensure efficient and effective delivery of services for internal customers
Requirements:
- Bachelor’s degree in a related field or equivalent work experience
- 2+ years’ experience in a help desk or similar customer service / technical support role is recommended
- Knowledge of company supported systems, including CDK, DealerTrack, RouteOne, Roadster, DealerSocket, Darwin, CUDL
- Familiarity with the automotive industry, Sales and F&I operations, Accounting, and the interaction of dealership systems
- Experience working with dealership Controllers, licensing, or compliance-related processes is a plus
- Prior dealership experience is strongly preferred
- Excellent organization, critical thinking, and problem-solving skills
- Demonstrates accuracy, thoroughness, and effectiveness in work
Benefits:
- Health Insurance
- Vision Insurance
- Dental Insurance
- Life and Disability Insurance
- Flexible Spending and Health Savings Accounts
- Employee Assistance Program
- 401(k) plan with Company Match
- Paid Time Off (PTO)
- Paid Holidays, Bereavement, and Jury Duty
- Paid Pregnancy/Parental leave
- Paid Military Leave
- Tuition Reimbursement
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