Financial Services Assistant

Premier Truck Group • Dallas, TX

18h

About The Position

The Financial Services Assistant supports the financing of commercial vehicles, extended warranty contracts, and insurance products. The role processes credit applications, coordinates contract funding with lenders, assists with vehicle titling, and communicates with customers, sales peers, and management about credit decisions and deal status. It also includes customer follow-up and providing outstanding customer service.

Requirements

• Strong customer service skills.
• Strong administrative skills.
• Self-motivation, customer focus, and a success-oriented approach.
• An eager, outgoing personality.
• Desire to work with people and be a team player.
• A valid driver's license.

Nice To Haves

• Prior administrative experience is preferred.

Responsibilities

• Log and process credit applications, including follow-up information.
• Assist in financing commercial vehicles, extended warranty contracts, and insurance products.
• Understand the Finance and Insurance products.
• Manage available sales programs and provide information within the CRM.
• Communicate with sales peers and management regarding credit decisions and deal status.
• Manage the contract funding process with lenders.
• Assist with titling work in accordance with state guidelines.
• Follow up with customers daily.
• Perform other duties as assigned.
• Provide outstanding customer service.

Benefits

• Employee discounts.
• Medical, dental, and vision insurance.
• Life insurance.
• Employee assistance programs.
• Paid holidays and paid time off.
• 401(k) plan with employer match in the US.
• Group RRSP with employer match in Canada.
• Training.
• Work-life balance.
• Opportunities for career growth and advancement.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed