Financial Services Producer

Hendrick•Charlotte, NC

3d•Onsite

About The Position

The Financial Services Producer coordinates the sale of financing and insurance programs to dealership customers, working with lenders and financial institutions to provide financial services. The role reviews credit applications, presents financing options and owner protection programs, assesses dealership profitability, and ensures deal documentation and reporting requirements are complete. It works closely with the sales team and customers while maintaining required certifications and company standards. Duties also include attending weekly manager meetings, participating in training, accurately recording hours, maintaining a clean and safe work area, and complying with company policies and safety rules. Other duties may be assigned.

Requirements

Bachelor's degree or commensurate finance experience.
Three to five years of desired work experience.
Knowledge of regulations and laws governing financing in the automotive industry.
Ability to work with lenders and financial institutions.
Valid driver's license.
AFIP Certification.
Advanced knowledge of Microsoft Office products.
Advanced ability to operate the Finance and Insurance portion of a Dealer Management System.
Ability to understand and follow instructions and communicate effectively with customers and company personnel.
Strong interpersonal and persuasive selling skills.
Ability to read and comprehend instructions, correspondence, and memos, and present information effectively in one-on-one and small-group situations.
Ability to add, subtract, multiply, and divide.
Knowledge of bank and insurance terminology and procedures, and ability to review and process sales contracts and finance documents.
Regular and predictable attendance.

Nice To Haves

Automotive or business field of study/work experience.
Knowledge of dealership finance and insurance procedures.
Prior automotive sales experience.

Responsibilities

Sell financing and insurance products to customers and meet financial services goals and gross production objectives.
Review customer credit applications and assess the dealership profitability of financing arrangements.
Present extended service contracts and other available owner protection programs using the menu selling process.
Ensure deal documentation is complete by using a deal checklist.
Work with the sales team and maintain effective employee relations.
Maintain AFIP Certification.
Act as liaison between customers and lending institutions.
Ensure compliance with company F&I reporting requirements.
Attend weekly manager meetings and participate in required training.
Maintain CSI at or above company standards.
Maintain an organized, clean, and safe work area; follow Safeguards rules and safety regulations.
Record all hours worked accurately in the company timekeeping system.
Demonstrate the company's Core Values and comply with company policies and procedures.
Perform other duties as assigned.