Finance Writer/Manager - Kearny Mesa Hyundai

Sunroad Automotive•San Diego, CA

119d•$50 - $85

About The Position

The Finance Manager/Finance Writer presents and sells vehicle protection products and aftermarket options while managing the financial aspects of vehicle sales. The role processes financing and leasing applications, guides customers through available options and agreements, ensures regulatory compliance, completes transactions, and supports finance department goals. It also maintains financial records, prepares reports, works with dealership teams and external partners, and contributes to finance-related marketing efforts. This is a non-exempt position with no supervisory responsibilities.

Requirements

Basic understanding of financial concepts, terminology, and industry trends.
Ability to explain complex financial concepts in a way that is understandable to a general audience.
Experience researching financial topics and staying current on industry news and trends.
Valid state sales license.
Ability to perform all essential functions of the job.
Excellent customer service and communication skills.
Strong organizational and problem-solving abilities, with attention to detail.
Ability to maintain confidentiality and handle sensitive financial information.
Ability to lift up to 15 pounds.

Nice To Haves

Bachelor's degree in Accounting, Economics, or Finance.
Two years of automotive finance experience.
Strong understanding of financing and leasing processes, financial regulations, and documentation.
Proficiency in financial software, CRM systems, and Microsoft Office Suite, including Excel, Word, and Outlook.
Relevant financial certifications or licenses.

Responsibilities

Explain financing and leasing options, terms, and conditions to customers.
Prepare and process loan and lease applications and ensure required documentation is complete and accurate.
Work with banks, financial institutions, and manufacturers to secure financing and lease approvals.
Address customer questions and concerns about financing, leases, and financial documentation.
Guide customers through financial paperwork and explain agreement terms.
Follow up with customers to support satisfaction and resolve post-transaction issues.
Ensure transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations.
Maintain organized records of financing and lease agreements, payments, and customer interactions.
Audit financial documentation and processes for accuracy and adherence to standards.
Process payments, refunds, and adjustments accurately and promptly.
Reconcile financial records and resolve discrepancies.
Prepare and submit financial reports and summaries for management review.
Collaborate with sales staff and management to process financial transactions and support sales.
Coordinate with service and parts departments to provide a seamless customer experience.
Coordinate with external partners, including financial institutions and insurance providers, on financing and insurance arrangements.
Assist with developing and executing finance-related marketing campaigns and promotions.
Provide feedback on customer preferences and financial trends to inform dealership strategies.
Stay current on industry trends, financial regulations, and dealership procedures.
Participate in training and professional development related to finance and customer service.
Maintain satisfactory attendance and perform other related duties as assigned.