Finance & Insurance Assistant

Jenkins Chevrolet of Venice•Venice, FL

4d•Onsite

About The Position

Working as a key member of our team, the Finance Assistant routinely collaborates with the sales team and general manager in order to maintain a high manufacturer-required CSI by maintaining an outstanding customer service delivery level within strict legal compliance and with unwavering ethics. He/she achieves this by providing a true value-add to the closing support function of the sales life cycle. First and foremost, the ideal F&I Assistant is a superior communicator who is an expert at building customer rapport and efficiently preparing and completing sales documents.

Requirements

Superior communicator
Expert at building customer rapport
Efficiently preparing and completing sales documents

Responsibilities

Assist the Finance and sales department in day to day operations.
Check all Booked deals for the proper and necessary paperwork before they are sent to accounting
Complete product cancellations with customer and make sure we have all supporting documents, assist customers with follow up status on product cancellations
Resolve and communicate with finance managers on all funding delays.
Keep Axcessa up to date with notes on the status of each deal and funding’s
Be tentative to finance phone calls when all finance managers are with customers
Provide customer service in making sure customers are assisted and all questions are answered with their financing and product concerns, communicating with the finance managers as needed
Check and follow up on outstanding and out of state tag work with our finance manager and/or Tag and Title department
Once Tag work is completed contact customer to see if they would like to pick up the completed tag work, otherwise confirm the mailing address and mail it to customer
Provide requested documents for Gap Claims or to customers as needed.
Ground and purchase Lease trade in’s, ground lease turn in’s