Automotive Finance (F&I) Consultant

KPA•San Jose, CA

10d•$85,000 - $95,000•Remote

About The Position

KPA is hiring a Finance & Insurance Consultant to help automotive dealership clients minimize risk and increase profitability. The consultant builds and maintains client relationships and demonstrates industry and regulatory knowledge through onsite field audits, deal jacket reviews, employee training, and regulatory interaction. The role is intended for someone with dealership F&I experience who wants to remain involved in the automotive industry while supporting dealerships’ compliance efforts. This is a remote position based out of a home office in the San Francisco area, serving Fremont, San Jose, and Berkeley. It involves frequent visits to dealerships, day-to-day driving, and some overnight and air travel. Client assignments and visit locations may change, and coverage of other regions may be expected. During the first 60 days, the consultant shadows current consultants, learns KPA’s Sales and Finance Compliance Audit process and Vera Suite system, attends product meetings and webinars, takes over a customer-service base, and completes orientation and F&I compliance testing. Within six months, the consultant is expected to conduct onsite audits and employee training, organize client visits efficiently, and assist with or prepare compliance documentation. By the end of the first year, the consultant will help implement compliance systems, submit 20 referrals or sales leads annually, maintain productive relationships with dealer group and state dealer association management, and deliver an in-person presentation to the district. The role requires effective communication, professionalism, collaboration, sound judgment, self-direction, and the ability to learn and apply federal and state automotive dealership regulations. Consultants manage accounts and document activity in Salesforce, while handling changing priorities and providing timely, practical advice to clients. The position may also include other duties and responsibilities as assigned.

Requirements

At least 5 years of experience in a position overseeing Finance & Insurance regulations at an automotive dealership.
Deep knowledge of Finance and Sales regulations and compliance.
Ability to stay current with legal, regulatory, and compliance trends and incorporate new information into policies and procedures.
Ability to identify and analyze complex issues and evaluate their broader business implications.
Ability to interact with clients at all levels and provide timely, practical advice and solutions.
Strong in-person, written, and verbal communication skills, including by phone.
Ability to work independently, exercise good judgment, and take ownership of issues through resolution.
Demonstrated integrity and ability to foster a compliance culture.
Strong multitasking skills and ability to shift priorities quickly.
Excellent organizational and time-management skills.
Ability to learn and navigate new platforms and technology quickly and effectively.
Proficiency in Microsoft Word, Outlook, and PowerPoint, and comfort using mobile devices.
Active driver’s license and ability to drive between client visits, typically four days per week.
Ability to lift, push, or pull up to 20 pounds; stand for at least six hours per day; and bend, crouch, and reach.
Ability to hear warning sounds and normal speech, perceive and respond to potentially dangerous situations, and receive detailed information through oral communication.
Ability to stay overnight in hotels for multiple weeks per quarter, as stated in the physical requirements.

Responsibilities

Conduct onsite field audits, deal jacket reviews, and employee training for dealership clients.
Develop and maintain strong client relationships and demonstrate industry and regulatory knowledge.
Help clients minimize risk and increase profitability by supporting dealership compliance.
Learn and use KPA’s Sales and Finance Compliance Audit process, Vera Suite, and its mobile application.
Organize client visit schedules to maximize travel efficiency based on geography and service frequency.
Assist with or prepare compliance documentation as needed.
Help communicate and implement sales and finance management compliance systems.
Provide exceptional customer service and submit 20 referrals or sales leads per year to the area Account Executive.
Promote productive relationships with dealer group management and State Dealer Association Management.
Deliver an in-person presentation to the district about dealership compliance responsibilities and KPA’s product line.
Manage accounts efficiently and document activities in Salesforce.
Stay current with legal, regulatory, and compliance trends and incorporate relevant information into KPA policies and procedures.
Perform other duties and fulfill other responsibilities as assigned.