Finance Specialist- JLR

HOEHN MASTER•Carlsbad, CA

2d•$17 - $17

About The Position

Types and discloses all necessary legal documents for the customer to sign at the time of sale and sells automotive protection products and services that best serve the customer’s needs and or wishes.

Requirements

A successful Finance Specialist needs the product knowledge, professionalism, and empathy that customers look for today.
Communication is extremely important in a business department as it contributes to teambuilding with sales and the General Office.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
State Sales License
Valid Driver's License
Must be insurable by Company Standards

Responsibilities

Generates additional gross profit in finance sales by selling approved aftermarket equipment, vehicle service contracts, optional debt cancellation agreements, and maintenance plans.
Generates additional gross profit in finance sales by converting a cash deal to finance or lease.
Adheres to the selling, administrative, and organizational processes mandated by the Sales Manager and General Manager.
Answers customer inquiries regarding contracts, DMV paperwork, and approved aftermarket equipment, vehicle service contracts, optional debt cancellation agreements, and maintenance plans.
Handles, executes, and records refund requests for customers cancelling finance products.
Establishes lender relations that tie the customer closer to the dealership.
Maintains control of all paperwork until it is ready to be sent to the Business Office.
Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information.
Establishes and maintains good working relationships with several finance sources, including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval.
Processes all federal, state, and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state, and local regulations that affect the new and used vehicle and finance departments.
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
Provides customers with complete explanation of all deal paperwork, and answers any questions regarding the sale/sales paperwork.
Manages the alternative finance source program to ensure that several sources are available.
Provides sales force and sales managers with current information about finance and lease programs continually.
Stays up-to-date on the costs and details of all products offered for sale.
Trains the sales staff regarding the benefits of financing, insurance and extended service programs.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
Ensures collection of all sales-related fees.
Manages the collection of funds from lenders, customers, and the manufacturer for all vehicle and product sales.
Meets regularly with Sales Management and Business Office personnel to discuss accounts receivable schedules.
Handles dealer trade paperwork.
Manages the due bill schedule and ensures all due bill items are in trust with the service department.
Assists in due bill appointment making for customers.
Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction.
Supervises and trains designated backup to ensure continued efficiency and profitability in the Finance Specialist’s absence.
Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
Conducts business in an ethical and professional manner.
Maintains a professional appearance.
Maintains a clean and professional work environment.