Finance Manager

Automotive Finance Manager
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Finance & Insurance Manager is responsible for coordinating the sale of finance and insurance programs to customers.
The Finance and Insurance Manager works with lenders and financial institutions to provide
financial services to dealership customers.

Essential Duties and Responsibilities include the following and other duties may be assigned:
Sells financing and insurance to customers.
Responsible for the attainment and gross production of financial services’ goals and objectives.
Reviews customer credit applications.
Makes extended service contracts and other owner protection programs available to customers.
Assesses profitability to dealership of financing arrangements.
Utilizes the menu selling process.
Ensures necessary documentation for each deal is complete by utilizing a deal checklist.
Maintains Customer Satisfaction scores at or above company standards.
Works closely with sales team.
Ensures compliance with all laws and regulatory obligations relative to financial services and
products.
Supports the dealership’s initiative in Safeguard and Transaction compliance programs.
Complies with all Safeguard and Transaction compliance rules and regulations.
Ensures that all organizational activities and operations are carried out in compliance with
organizational guidelines and local, state, and federal regulations and laws governing business
operations.
Oversees completion and submission of all financing documents.
Acts as liaison between the customer and the lending institution.
Reinforces company policies and adheres to company standards.
Encourages compliance with applicable laws and regulations.
Ensures adherence to F&I reporting requirements of company.
Attends weekly manager meetings.
Maintains effective employee relations.
Promotes and maintains good ESI.