The Financial Services Associate will be responsible for treating customers in accordance with dealership policies, ensuring proper follow-up schedules are maintained for completed sales, and verifying that all necessary customer satisfaction forms are completed and submitted. This role involves working with the service department to provide additional warranty information and maintaining a daily log sheet, sharing the data with the sales manager. The associate will also establish and maintain strong relationships with finance sources, both internal and external, and keep management informed of special programs sponsored by these sources. A key responsibility is submitting paperwork to and obtaining approval from finance sources for all finance deals. The role includes working with the sales manager to secure reasonable profit from each sale, setting up finance forecasting in conjunction with sales department forecasting to achieve desired penetration and income percentages, and attending manager meetings. The associate will also seek out insurance companies for insurance paper, maintain a daily operating control, and prepare monthly penetration reports on finance penetration to share with the sales manager. Additionally, the role requires checking all paperwork for accuracy in title, lien information, and taxes, establishing and meeting monthly objectives, preparing for and participating in sales meetings, and assisting the sales staff in negotiating sales in the sales manager's absence. The associate will also monitor lot traffic alternately with the sales manager and compare it with the daily log sheet, while maintaining a thorough knowledge of the sales department's policies and procedures.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed