Finance Manager

Job Purpose:

Manage dealership finance and insurance operations while assisting customers with financing, vehicle protection products, and required sales documentation. The Finance Manager is responsible for delivering exceptional customer service, maintaining compliance with dealership and legal requirements, maximizing dealership profitability, and supporting overall dealership sales operations.

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Key Responsibilities:

Finance & Insurance Operations

• Present financing options, extended service contracts, GAP coverage, maintenance plans, and other finance and insurance products to customers
• Structure, submit, and finalize finance deals with lending institutions and finance sources
• Obtain lender approvals and ensure accurate completion of all financing documentation
• Prepare, review, and finalize contracts, title documents, lender paperwork, and related sales documentation
• Verify accuracy of taxes, title information, registration documentation, and deal structure
• Ensure all required paperwork is completed accurately and timely in accordance with dealership, lender, manufacturer, and legal requirements
• Maintain compliance with all federal, state, local, and lender regulations related to finance and insurance transactions
• Maintain strong relationships with finance sources, lenders, manufacturer representatives, and vendor partners
• Assist with inventory protection products, aftermarket products, and dealership profitability initiatives

Customer Service & Sales Support

• Deliver exceptional customer service during all customer interactions
• Clearly explain financing terms, contracts, products, and available options to customers
• Handle customer concerns and questions professionally and courteously
• Support customer satisfaction and customer retention efforts through professional communication and relationship-building
• Work collaboratively with the Sales Department to support vehicle sales and dealership operations
• Assist Sales Consultants and Sales Managers throughout the sales and delivery process as needed
• Support delivery processes that create positive customer experiences and dealership loyalty
• Promote dealership products, services, and protection programs while maintaining ethical sales practices

Administrative & Operational Responsibilities

• Maintain accurate records, reports, and finance documentation
• Utilize dealership management systems (DMS), CRM systems, finance software, and lender portals effectively
• Review and analyze department performance, profitability, and operational effectiveness
• Attend dealership meetings, training sessions, and manufacturer or lender training as required
• Follow dealership policies, procedures, operational standards, and confidentiality requirements
• Maintain professional working relationships with customers, lenders, vendors, coworkers, and management
• Uphold confidentiality regarding customer, employee, financial, and dealership information
• Perform additional duties and responsibilities as assigned by management

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