Auto Dealership Finance Manager

Santa Paula Chevrolet
Santa Paula, CA
Oct 01, 2017
Jobs Outside Higher Education
Other Jobs Outside Higher Education
Institution Type
Outside Academe

Job Description

Position Description: Financial Services Manager


• Customer Relations

• Communication with External Sources

• Sales/Marketing

• Interdepartmental Relations

• Profit Management

• Leadership

• Operations/Paperwork

• Training of Sales Consultants in Financial Services Manners


• Analysis and Problem Solving

• Customer Enthusiasm

• Decisiveness

• Delegating and Empowering

• Initiative

• Judgment

• Motivating and Coaching

• Organizing and Planning

• Strategic Leadership

• Team Building

• Versatility

• Communication

Reports to:

Retailer/General Manager

Management/ Business Skills Required:

• Knowledge of applicable local, state, and federal regulations and laws pertaining to the automotive industry

• Ability to establish rapport, to collect information on customer needs, and to ensure customer enthusiasm

• Ability to quickly but closely review sales contracts for accuracy

• Ability to work with lenders and financial institutions to arrange customer financing

• Management skills of organizing and planning, interpersonal sensitivity, and analysis

• Thorough knowledge of bank and insurance terminology and processes

• Knowledge of computer systems, including spreadsheets

• Keyboarding skills (30-40 words per minute)

• Calculator, adding machine, and other office machine skills

• Full mathematical skills, including ability to calculate compound interest

Work Orientation Factors:

• Much customer contact

• Work with high-dollar amounts

• Much analytical work

• Much paperwork

• Work with various types of computer equipment

• Much contact with people in all retail departments

• Long hours

Position Description: Financial Services Manager

Position Summary

The Financial Services Manager:

• Works closely with the sales team and with accounting team members and is familiar with the procedures in both of these departments.

• Is responsible for staying current with regard to financial services offerings and alternatives.

• Works with the customer to arrange for financing and to finalize purchases, presenting to him or her extended service contracts and other owner protection programs during completion of the sales contract.

• Reviews customers' credit applications for complete information and accuracy, matches customers to suitable financial sources, and follows up with customers and lending institutions.

• Is responsible for knowledge and enforcement of the legal ramifications that impact this department.

• Works with other managers in planning, forecasting trends, and reviewing and revising plans for the retail facility on an ongoing basis.

• Establishes and maintains a strong work relationship with lenders and financial institutions and works to understand their lending procedures.

• Maintains a log of all sales that includes what proportion of each sale was made up of financial services products, and keeps sales team members informed.

• Develops incentive programs for sales team members in order to promote financial services products.

• Leads his or her team members and ensures that they are trained and up-to-date on company policies.

What the Worker Is Like

The Financial Services Manager:

• Is much like the retail facility "banker" and maintains a similar bearing and presence within the retail facility and among the lenders he or she works with on a daily basis.

• Is well-versed in financial services and accounting as well as in sales.

• Must be capable of working independently, effectively managing his or her time and work flow.

• Must be genuinely customer focused and must have strong interpersonal skills, easily establishing rapport with customers.

• Must be accessible to the rest of the team.

What the Work Is Like

The work of the Financial Services Manager:

• Has as its central characteristic customer contact at an important moment in the process of a sale.

• Entails finalizing contracts down to the point of signatures, while at the same time working to set up extended service contracts and insurance arrangements.

• Requires spending considerable time on the phone with lenders.

• Requires working closely with sales team members and in harmony with the respective styles of sales consultants.

• Involves overseeing sales document presentation training by Financial Services Department members to retailer sales team members.

• Requires effective interdepartmental communication and feedback with regard to sales.

• Necessitates strong leadership skills.

• Requires analytical skills, which are part of the planning process and part of the process of constantly monitoring the profits of the retail facility, in pinpointing where improvements can be made in teams and procedures and in making action plans to provide correction based on the analyses.

Company Description
At Santa Paula Chevrolet, "Customer Service" and "Customer Satisfaction" is our primary objective. This is why Santa Paula Chevrolet is #1 in "Customer Satisfaction" and is also Ventura County's most award-winning dealer for the last 25 years.
Among the awards are:
The "Business of the Year Award" from the Santa Paula Chamber of Commerce.

The "Leadership Award" for being #1 In Service Satisfaction four years in a row, out of 77 dealers in the Los Angeles Zone.

The "Leadership Award" for being #1 in New car sales Customer Satisfaction three years in a row, out of 77 dealers in the Los Angeles Zone.

The "Five Star Quality Dealer Award" four years in a row. The highest honor a Chevrolet Dealer can achieve out of 156 dealers in the Western region.

The "Genuine Leaders Award" 2 years in a row. The highest honor a Chevrolet Dealer can achieve out of 4,400 dealers in the entire nation.

And most recently. . . "

General Motors Mark of Excellence Award Winner 8 Years in a Row." The highest honor any General Motors Dealer can achieve out of all the General Motors dealers in the United States. We have won this for 2009,2010, 2011, 2012, 2013, 2014, 2015 & 2016.

Santa Paula, CA


Sat, 30 Sep 2017 17:19:54 PDT