Financial Services Manager

2 months ago

Hamilton, Ontario, Canada AutoCanada Full time

AutoCanada is seeking an enthusiastic and experienced Financial Services Manager to support our busy sales team. If you are a high energy person, with a contagiously positive attitude, open availability, and a love for working with the public - we want to talk to you about a career in automotive F&I.

About the Role:

  • Explain and demonstrate financial options to customers
  • Deal directly with lenders and financial institutions
  • Prepare and document any/all documentation for final delivery
  • Meet and excel set sales goals by selling extended products such as protection packages, extended warranties, life and accident/health insurance, and environmental protection packages
  • Adhere to a standard of professional ethics and be respectful to customers
  • Be knowledgeable of provincial regulations regarding finance and the fair credit reporting act
  • Interact with appropriate departments
  • Structure deals in accordance with lender and dealership guidelines
  • Book out deals accurately
  • Never misrepresent equipment
  • Perform credit interview, prepare credit application
  • Verify accuracy of all information on the credit application and submit to lender
  • Maintain confidentiality of customer information
  • Sell credit insurance and service contracts
  • Maintain good lender relations
  • Maintain a lender guide of programs currently in use and obtain a working knowledge of them
  • Analyze credit reports, be able to recognize a conventional deal and turn over accordingly
  • Maintain dead files for inactive deals
  • Overcome objections of prospective customers

Requirements:

  • Experience in F&I in a dealership is preferred
  • 3-5 years' experience in sales or similar customer service role
  • Excellent understanding of Sales, Finance and Management
  • Experience and working relationship with financial institutions
  • Proven record for performance with set goals
  • Excellent Oral, Written & Listening skills
  • Judgment and Decision-Making Skills ability to consider the relative costs and benefits of potential actions and choose the appropriate path
  • Ability to identify measures of performance and actions needed to improve or correct performance
  • Efficient knowledge of word processing software, spreadsheet software, e-mail software and use of the Internet
  • Ability to read, understand and calculate banking figures such as; discounts, interest rates, percentages and commission etc.
  • Prioritization skills necessary to use time effectively and set action plans to achieve business targets
  • A valid OMVIC license is required for this role

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