Financial Services Associate

Parks Automotive Group•Charlotte, NC
•Onsite

About The Position

The Financial Services Associate works with customers, sales staff, managers, finance sources, and insurance companies to support dealership sales and financing. The role handles finance paperwork and approvals, tracks finance and sales activity, supports customer satisfaction and follow-up, and helps meet monthly penetration, income, and sales objectives. Top performers have the potential to earn over $100,000 per year.

Requirements

  • Two years of experience preferred.
  • Professional appearance and strong communication skills.
  • Motivated, with a passion and drive for earning potential.
  • Valid driver's license and clean driving record; must be deemed insurable to drive by the company's insurance provider.
  • Must be a notary or able to become one.

Nice To Haves

  • Two years of experience is preferred.

Responsibilities

  • Treat customers in accordance with dealership policies.
  • Ensure the proper follow-up schedule is attached to all completed sales.
  • Ensure all necessary customer satisfaction forms are completed and submitted.
  • Work with the service department to provide additional warranty information as necessary.
  • Maintain a daily log sheet and tabulate totals to share with the sales manager.
  • Establish and maintain good working relationships with finance sources, including factory sources.
  • Keep the general manager and sales manager informed about special programs sponsored by financial sources.
  • Submit paperwork to finance sources and obtain approval for finance deals.
  • Work with the sales manager to secure a reasonable profit from every sale.
  • Set up finance forecasting with sales department forecasting to achieve desired penetration and income.
  • Attend managers' meetings.
  • Seek insurance companies for insurance paper.
  • Maintain a daily operating control.
  • Prepare monthly finance penetration reports and share them with the sales manager.
  • Check paperwork for accuracy, including title, lien information, and taxes.
  • Establish and meet monthly objectives.
  • Prepare for and participate in sales meetings.
  • Work with sales staff in negotiating a sale when the sales manager is absent.
  • Monitor lot traffic alternately with the sales manager and compare it with the daily log sheet.
  • Maintain thorough knowledge of sales department policies and procedures.
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