Title Clerk

Titles:
Ensuring trade titles/lien releases are received in a timely manner.
Follow up on lien releases if not received from the lender within 30 days.
Title problem drawers need to be worked daily to stay on top of any isues.
Title notes in Axcessa

Deals
•Title needs to be completed and sent for lien entry within 1 business day of receipt to
accounting.
•Verify customer/lien information is entered correctly(including spelling errors) on the title
before sending to Service OK for lien.
•Receipt checks in deals to acct 22001 (1st control = customer number)(2nd control = customer
last name) description DOWN or PIF(paid in full)
•Deal submitted to booker within 1 business day of receipt to accounting
•Communicate any discrepancies found with Finance ASAP to avoid future problems.
•Notes in Axcessa that deal is received in accounting, lien entered(received and lien can be in
same note) and notes regarding any known title delay issues.
•TFCU deals missing title Rebecca needs to know ASAP if no ETA on title. TFCU is setup on
GOT and they will take back funding if title isn't received within 45 days.
Drafts
•Title work prepared and draft sent to lender via UPS within 1 business day of receipt to
accounting . Please send drafts via UPS. Draft title work should not be sent USPS as funding is
contingent upon the banks receipt of title, if lost funding will be delayed. This needs to be
trackable.
• Note in Axcessa draft title work sent to lender. Please include tracking and lender information
in notes.
Trade Payoffs
•Write payoffs check. Verify check is printed for the correct amount. The amount set up is
listed on the recap next to lienholder/payoff amount. If amount is different put a post-it on the
recap with amount paid.
•Verify customer information provided on payoff check is correct and check is flagged to mail
LR/Title to Classic Chevrolet.
•Payoffs need to be completed and sent via UPS within 2 business days of receipt to
accounting
• Note in Axcessa payoff sent please include lender check was written to.
TTL Checks
•TTL checks payable to customer and service Oklahoma(exceptions for other states) mailed
with title work. After deal is booked check request will be left standing up in the deal and put in
title clerks in basket.
Mailing Title Work
•Funding drawer needs to be checked daily for ready to mail. For cash deals paid by customer
personal check hold 10 days. No need to hold title if PIF payment received via cash, wire or
bank funds.
• Search customer number as control inquiry and verify 22001 & 20500 are zero balance before
releasing title.
•Prior to mailing verify customer name is spelled correctly and lien filing matches lender
funding.
*This desk affects the cash flow for the dealership, it is very important that things move in a timely manner as outlined above.





In addition to the listed information, this would be helpful:

Dealer experience in general accounting
Familiar with service cashiering and warranty administration 
Would post funding
Maintain CIC schedule
Finalizing car deals
CDK is our DMS (any experience with CDK would be helpful)