Samantha Lourenco

Assist in overseeing the inventory department

Tripac Payments

Interal RO

AR/AP when needed

Onboarding for new hires

Accounting/Title clerk when needed

Reconcile Reports

Oversee Inventory department

Buying on inventory

Selling out inventory

Cleaning inventory schedules

Daily bank reconciliation

Moving internal service/parts tickets in each store

Cleaning fixed ops schedules

PPA Adjustments for service pay

Training

Stepping in where needed in the office for any position to assist the Comptroller and CFO

Sending out declination letters

Following up with merchants on expiring approvals

Fulfilling stipulations (i.e. proof of income, proof of residence, proof of mortgage, proof of social, proof of ID…)

Pre underwriting applications to review before the senior credit underwriter sent the final decision

Pulling credit for recommit deals, to see if customers qualify to extend approval or if we need to deny due to DTI

Sending counteroffers when DTI is over original loan amount

Speaking with merchants over certain approval or stips on approvals or counteroffers

Sending loan documents to customers and merchants via docusign

Sending completion certificates via docusign

Balance & post car deals in ADP

Post funding notices

Some title work if assistance is needed

Adjust any deal that changes for any reason such as packing additional money or customer re-signs

Send out bank packets to designated banks/credit unions

Pay offs on trade-ins & current inventory sold

Cleaning varies accounting schedules

Reporting sold deliveries to GM & FCA

Applying for any incentives to GM & FCA

Mini bank reconciliations

Managing the Floorplan

Service Loaners

Wholesales

Commissions for payroll

PPA’s for service department for payroll

Posting varies entries for month end & financial statements

20 Group/NCM

Manage work flow for 3 stores to run smoothly

Attending morning meetings with F&I & Sales managers

Collections

Helping in risk reduction

Repos

Dealer calls

Special Projects

Assisting with lot audits

Dealer audits/reviews

Titles

Collecting applications & collecting stips needed

Background checks

Pulling Credit/analyzing credit bureaus for lines of credit or credit line increases

Running deposits/light cash handling