Finance Writer - Kearny Mesa Subaru

Sunroad Auto•San Diego, CA

1d•Onsite

About The Position

The Finance Writer is responsible for managing and facilitating the financial aspects of vehicle sales, including handling financing and leasing applications, assisting customers with financial options, and ensuring compliance with financial regulations. This role involves providing excellent customer service, processing transactions, and supporting the finance department in achieving its goals. Essential Functions: Assist customers with the financing and leasing process by explaining available options, terms, and conditions. Prepare and process loan and lease applications, ensuring that all required documentation is complete and accurate. Work with banks, financial institutions, and manufacturers to secure financing and lease approvals for customers. Provide exceptional customer service by addressing inquiries and concerns related to financing, leases, and financial documentation. Guide customers through the financial paperwork, ensuring they understand the terms of their agreements and answer any questions they may have. Follow up with customers as needed to ensure their satisfaction and resolve any post-transaction issues. Ensure that all financial transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations. Maintain accurate and organized records of all financing and lease agreements, payments, and customer interactions. Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards. Process financial transactions, including payments, refunds, and adjustments, in a timely and accurate manner. Reconcile financial records and resolve discrepancies as needed. Manage the preparation and submission of financial reports and summaries for management review. Collaborate with sales staff and management to facilitate smooth processing of financial transactions and support sales efforts. Work with other dealership departments, such as service and parts, to ensure a seamless customer experience. Coordinate with external partners, such as financial institutions and insurance providers, to support financing and insurance arrangements. Assist in the development and execution of finance-related marketing campaigns and promotions. Provide insights and feedback on customer preferences and financial trends to help shape dealership strategies. Stay updated with industry trends, financial regulations, and dealership procedures to maintain a high level of expertise. Participate in training and professional development opportunities to enhance skills and knowledge related to finance and customer service. Maintain satisfactory attendance. Performs other related duties as assigned.

Requirements

Basic understanding of financial concepts, terminology, and industry trends (e.g., financial markets, investment strategies, personal finance, corporate finance).
Ability to simplify complex financial concepts for a general audience.
Experience researching financial topics and staying updated on industry news and trends.
Valid state sales license.
Ability to lift up to 15 pounds.
Ability to perform all essential functions of the job description.

Nice To Haves

Bachelor's degree in Accounting, Economics, or Finance
Two years of automotive finance experience
Strong understanding of financing and leasing processes, as well as financial regulations and documentation.
Excellent customer service and communication skills.
Proficient in financial software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
Attention to detail with strong organizational and problem-solving abilities.
Ability to maintain confidentiality and handle sensitive financial information.
Relevant financial certifications or licenses.

Responsibilities

Assist customers with the financing and leasing process by explaining available options, terms, and conditions.
Prepare and process loan and lease applications, ensuring that all required documentation is complete and accurate.
Work with banks, financial institutions, and manufacturers to secure financing and lease approvals for customers.
Provide exceptional customer service by addressing inquiries and concerns related to financing, leases, and financial documentation.
Guide customers through the financial paperwork, ensuring they understand the terms of their agreements and answer any questions they may have.
Follow up with customers as needed to ensure their satisfaction and resolve any post-transaction issues.
Ensure that all financial transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations.
Maintain accurate and organized records of all financing and lease agreements, payments, and customer interactions.
Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards.
Process financial transactions, including payments, refunds, and adjustments, in a timely and accurate manner.
Reconcile financial records and resolve discrepancies as needed.
Manage the preparation and submission of financial reports and summaries for management review.
Collaborate with sales staff and management to facilitate smooth processing of financial transactions and support sales efforts.
Work with other dealership departments, such as service and parts, to ensure a seamless customer experience.
Coordinate with external partners, such as financial institutions and insurance providers, to support financing and insurance arrangements.
Assist in the development and execution of finance-related marketing campaigns and promotions.
Provide insights and feedback on customer preferences and financial trends to help shape dealership strategies.
Stay updated with industry trends, financial regulations, and dealership procedures to maintain a high level of expertise.
Participate in training and professional development opportunities to enhance skills and knowledge related to finance and customer service.
Maintain satisfactory attendance.
Performs other related duties as assigned.