CANCELLATION CLERK

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

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