Finance Manager
Required Experience/qualifications- Two to four years of related experience or training.
Education- High School Diploma or Equivalent
Other Qualifications- Ability to read and comprehend legal documentation, finance and insurance documentation, technical manuals and other collateral related to automobile sales, finance and insurance offerings.
- Present a neat, well-groomed appearance and a courteous disposition.
- Excellent verbal and written communication skills.
- Ability to meet company's standards for performance, attendance, and customer satisfaction.
- Proficient technology skills relating to commonly used programs, devices, and technology within the automotive and accounting sectors.
General Expectations- Devote himself/herself to insuring satisfaction to customers.
- Determine management, production and quality requirements by asking questions and listening.
- Attend company meetings as required.
- Maintain a follow-up system that encourages follow through with assigned projects.
- Establish personal performance goals that are consistent with company standards of productivity and devise a strategy to meet those goals.
- Maintain manufacturer required certification levels.
- Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plans more effectively.
- Understand the terminology of the business and keep abreast of technology changes in products and services.
- Know and understand the federal, state and local requirements which govern the company's business.
- Follow lawful directions from supervisors.
- Understand and follow work rules and procedures.
- Participate in performance management.
- Interact well with others and be a positive influence on employee morale.
- Uphold the company's non-disclosure and confidentiality policies and agreements.
- Work evening, weekend and holiday work hours as required.
Job Specific Expectations:- Participate in arranging financing/leasing for consumers.
- Secure funding of all transaction within 10 Days.
- Sell various Capistrano Volkswagen approved F&I Products.
- Provide thorough explanation of F&I Products to customer during the course of transactions.
- Assist the Sales Department.
- Maintain manufacturer required certification levels.
- Accurately process all federal, state, and dealer paperwork related to vehicle transaction.
- Maintain proper licensing, designations, and continuing education as required.
- Prior to delivery, ensure consumer is properly insured.
- Obtain all pertinent payoff information for trade-ins.
- Communicate with customers through CRM - Text Messages, Emails, and Telephonic Communications.
- Participate in creating monthly forecast with Management.
- Collaborate with Management to meet/exceed Manufacturer CSI Requirements and Positive on-line presence.
- Receipt all monies received and drop in safe prior upon completion of each transaction.
- Ensure transactions meet selected lender parameters.
- Secured all files in the Business Office by the end of shift.
- Complete additional tasks as directed.
Compensation Range by Position:The expected pay for this position is $16.90 per hour plus bonus up to $20,000 per month and may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonuses or commissions.
Benefits:Capistrano Volkswagen is proud to offer a competitive Benefits package, including Medical, Dental, & Vision plans, to all full-time team members. In addition, we also offer access to other Benefits such as a Health Savings Account, Flexible Spending Account, Life Insurance, Disability Insurance, 401(k), and an employee discount program.
