Finance & Insurance Manager

US Auto Trust LLC

$125K — $250K *
Plano, TX 75025In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or equivalent required; bachelor's degree preferred.
  • Minimum of three years' experience as an automotive F&I Manager.
  • Strong written, verbal, and interpersonal communication skills.
  • Excellent skills in math and computer usage.
  • Ability to achieve targeted goals and demonstrate strong organization and follow-up capabilities.
  • Proficient in Microsoft applications and possessing a valid driver's license; safe driving record required.
  • Bilingual and AFIP certification are advantageous.

Responsibilities

  • Implement dealership policies and procedures.
  • Communicate problem deals to management promptly.
  • Address missing stipulations from lenders without delay.
  • Adhere to professional ethics and respect customer confidentiality.
  • Train sales staff on finance regulations and the Fair Credit Reporting Act.
  • Structure deals according to lender and dealership guidelines without misrepresentation.
  • Analyze credit reports to identify and process conventional deals appropriately.
  • Manage sensitive financial documents and ensure compliance with legal standards.
  • Build trust with customers while discussing financing options and approvals.
  • Maintain good relationships with lenders and stay updated on lenders' programs.

Benefits

  • Comprehensive benefits program including medical, dental, and vision care options.
  • 401k savings plan with company match.
  • Opportunities for career growth and advancement based on performance and interests.
  • Culture emphasizing integrity, professionalism, excellence, and teamwork.
Full Job Description
Job Type

Full-time

Description

Our Dealership, Ferrari Dallas is seeking a results-driven, customer-focused Finance & Insurance Manager to join our team.

The Finance & Insurance Manager structures car deals for clients with average to above credit, in compliance with finance lender guidelines and auto dealership policy, resulting in quick funding, and a high level of customer satisfaction.

Responsibilities:
• Knows and implements dealership policies and procedures.
• Communicates all problem deals to management immediately.
• Addresses missing stipulations communicated from lender immediately.
• Adheres to a standard of professional ethics and is respectful to customers.
• Knowledge of state regulations regarding finance and the Fair Credit Reporting Act.
• Train and supervise sales staff regarding any changes in regulations and the Fair Credit Reporting Act.
• Accessing and managing sensitive financial documents, including credit reports, loan applications, and tax information.
• Structures deal in accordance with lender and dealership guidelines while never intentionally misrepresenting a deal.
• Performs credit interview, prepares credit application, and verifies accuracy of all material information on the credit application and submits to lender.
• Maintains confidentiality of customer information making sure to disclose financial information to customers.
• Analyzes credit reports, able to recognize a conventional deal and turns over accordingly.
• Handling large sums of money or financial transactions.
• Ensuring compliance with legal and ethical standards for financial services.
• Building and maintaining trust with customers while discussing financing options.
• Reviewing and approving significant financial agreements and transactions.
• Sells credit insurance and service contracts.
• Maintains good lender relations while maintaining a lender guide of programs currently used and obtains a working knowledge of them.
• Evaluates new lender programs, goes over deals with lenders, and works diligently on all deals.
• Maintains current inventory log, move old inventory and makes recommendations to management.
• Maintains a call-in log and contracts in transit log (funding package).
• Trains administrative personnel on assembling funding packages, reviews funding packages prior to mailing.
• Shows and demonstrates vehicles when necessary.
• Designs and places advertising for special finance.
• Properly cost special finance deals (prepares profit sheets) and receipts deposits immediately.
• Other tasks as assigned.

What We Offer:
• Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings with company match.
• Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
• Values-driven culture built on integrity, professionalism, excellence and teamwork

Requirements
• High school diploma or equivalent required; bachelor's degree in related field preferred
• At least three years' experience as an automotive F&I Manager
• Excellent communication (written, verbal, interpersonal)
• Excellent math and computer acumen
• Ability to set and achieve targeted goals
• Organization and follow-up skills
• Proficient in Microsoft applications
• Valid driver's license and have and maintain an acceptable, safe driving record
• Bilingual is a plus
• AFIP certification a plus

Salary Description

$125k to $250k DOE

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