Finance Manager
Qualifications
Other
Ability to read and comprehend instructions and information.
Professional personal appearance.
Excellent communication skills.
Ability to meet company's production and quality standards.
Superior communication skills. Valid state insurance licence. Able to interact and get along with all customers. Exerience with F&I product sales, or able to efficiently learn product information.
Physical Requirements
Surroundings
spend time indoors in air-conditioned areas.
Sitting
on a regular basis
Standing
on a regular basis
Walking
on a regular basis
Bending, twisting and / or stooping
infrequently
Kneeling and / or Squatting
infrequently
Lifting
25 lbs to 50 lbs
infrequently
Reaching and / or lifting overhead
infrequently
Climbing
stairs
Repetitive hand / finger movement
on a regular basis
Grasping / grabbing with hands
infrequently
Pushing and Pulling
infrequently
Expectations
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.
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
Perform all rate quotations. Present paperwork to and acquire approval from finance sources on all finance deals.
Keep current files of active insurance and financial agencies. Maintain a Finance and Insurance logbook. Maintain monthly penetration reports on finance penetration.
Determine a preferred percent of penetration and income, both monthly and annually, by devising finance forecasting in accord with sales department.
Devise methods and establish procedures to enable proper and timely completion of all sales related paperwork. Scrutinize all paperwork for any errors and to ensure accuracy of title, taxes, line information.
Maintain budget and internal controls along with a dependable system of accounting. Set and achieve monthly sales objectives and goals.
Provide reports, as requested.
Maintain and expand skills and knowledge base through the pursuit of an ongoing program of formal and informal education in the area of expertise with a goal to preserve, enhance, and expand service.
Belong to, or join, any appropriate associations.
Provide a strong selection of available finance and insurance products by assertively recruiting and maintaining this healthy market base.
Actively use sales techniques.
Use effective problem solving skills to regularly review departmental activities
Create and maintain positive working relationship with multiple finance sources, factory, and others.
Yield satisfactory levels of profits and revenue for the dealership by selling insurance, finance, and extended service programs to all customers with both new and used automobiles.
Actively cross-sell accessories, parts, and ready to ride products to customers.
Provide clear and direct supervision of the business office operational activities related to providing insurance, finance, and extended service programs.
Working in co-operation with the sales team, be available to give additional assistance to a sales person in the Automobile Sales Department as needed.
Actively support overall company procedures and policies and uphold the dealer’s philosophy.
Interact effectively and actively in cross-funtioning with all departments, with particular emphasis on the Service Manager and Sales Department.
Be a liaison to all departments in issues regarding Finance and Insurance.
Encourage all staff to provide quality Customer Service to all customers by actively modeling an exemplary degree of Customer Service.
Handle all customer complaints courteously and efficiently, exhibitjng a positive attitude, empathy, and our dedication to making the experience positive for our customers.
Utilize the delivery of any new or used automobile to create an event that will facilitate customer loyalty to the dealership.
Uphold a quality evaluation and enhancement program to assure extraordinary quality service to all customers. Establish and utilize a selling protocol that strongly emphasizes features and benefits so that all customers experience reliable interactions with the dealership.
Use personal follow-up, mailing lists, and tickler files to consistantly contact customers and promote additional sales and facilitate customer satisfaction.
Exemplify commitment to the dealership’s philosophy of excellent service for all customers, providing an example to other dealership employees.
Receptionist
Files records in alphabetical or numerical order, or according to subject matter or other system : Reads incoming material and sorts according to file system.
May also verify accuracy of material to be filed. May also enter information on records.
Qualifications
Education
High school diploma or the equivalent.
Other
Ability to read and comprehend instructions and information.
Professional personal appearance.
Excellent communication skills.
Ability to meet company's production and quality standards.
Customer service skills Excellent attention to detail and organization skills Is organized and able to work deadlines Excellent math skills and ability perform complex calculations
Physical Requirements
Surroundings
move throughout the company facility for most of the shift.
spend time indoors in air-conditioned areas.
Sitting
on a regular basis
for prolonged periods
Standing
on a regular basis
Walking
on a regular basis
Bending, twisting and / or stooping
on a regular basis
Kneeling and / or Squatting
infrequently
Lifting
25 lbs to 50 lbs
Reaching and / or lifting overhead
on a regular basis
Climbing
stairs
Repetitive hand / finger movement
for prolonged periods
Grasping / grabbing with hands
on a regular basis
Pushing and Pulling
infrequently
Expectations
General Expectations
Must be able to follow detailed instructions and communicate effectively both orally and in writing.
Must be organized and able to work to specified deadlines.
Able to work on computer(s) for long periods of time in an office environment.
Must exhibit patience and tact in dealing with employees.
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 dealership's terminology and methodology.
Follow lawful directions from supervisors.
Understand and follow work rules and procedures.
Uphold the company’s non-disclosure and confidentiality policies and agreements.
Work evening, weekend and holiday work hours as required.
Job-Specific Expectations
Add new material to file records, and create new records as necessary.
Answer questions about records and files.
Assign and record or stamp identification numbers or codes in order to index materials for filing.
Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage according to file maintenance guidelines and / or legal requirements.
Find and retrieve information from files in response to requests from authorized users.
Keep records of materials filed or removed, using logbooks or computers.
Perform periodic inspections of materials or files in order to ensure correct placement, legibility, and proper condition.
Design forms related to filing systems and scan or read incoming materials in order to determine how and where they should be classified or filed.
Perform general office duties such as typing, operating office machines or online systems, and sorting mail.