Analyst - Retail Compliance Systems & Forms Support

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Principal Purpose of Position:

• Work directly with internal customers (dealerships), with heavy interaction with dealership Controllers, 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, in each case as used by dealership personnel
• Work to identify opportunities for greater efficiency and effectiveness in dealership processes as they relate to dealership systems
• Collaborate with Compliance Department, Controllers, and other Central Services personnel to ensure efficient and effective delivery of services for internal customers

Education and/or Training:

• Bachelor’s degree in a related field or equivalent work experience
• Ongoing compliance-related education or training experience is a plus

Relevant 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

Planning / Organizing / Managerial Knowledge:

• Works independently with minimum daily supervision
• Interprets customer needs and analyzes possible solutions
• Excellent organization, critical thinking, and problem-solving skills
• Prioritizes tasks by identifying high priority requests and escalating as needed
• Multi-tasks effectively and possesses strong time management and follow-up skills
• Effectively manages time and consistently meets deadlines with some guidance from manager
• Demonstrates accuracy, thoroughness, and effectiveness in work
• Adjusts quickly to new or changing assignments, processes, and people
• Displays professionalism and remains composed when faced with challenges

Communicating & Influencing Skills:

• Strong interpersonal and customer service skills, including strong verbal and written communication
• Ability to summarize and express information and ideas in a clear and organized manner
• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of customers
• Provides positive customer experience focusing on creating Raving Fans
• Works independently or with others within own area or department to achieve team goals
• Applies emotional intelligence in responses and reactions
• Demonstrates consistency between words and actions
• Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view

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INDMISC

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to