Finance Assistant

Job Description:

Finance Assistant (Clerical) Role Overview The Finance Assistant provides essential administrative and clerical support to the Finance & Insurance (F&I) department. This role is focused on the "behind-the-scenes" documentation and processing required to finalize vehicle sales, ensuring all paperwork is accurate, compliant, and submitted to lenders in a timely manner.

Key Responsibilities Contract Processing:

Review all sales contracts and lease agreements for accuracy, completeness, and compliance with state and federal regulations.

Documentation Management:

Organize and maintain "deal jackets," ensuring every required document (titles, proofs of insurance, credit applications) is present and signed.

Lender Liaison:

Package and submit finance "contracts in transit" (CIT) to various lending institutions and track their status to ensure prompt funding.

Data Entry:

Accurately input customer and vehicle information into the Dealership Management System (DMS) and various lender portals.

Clerical Support:

Manage high-volume filing, scanning, and mailing of sensitive financial documents while maintaining strict data privacy standards.

Problem Resolution:

Research and resolve any documentation discrepancies or "kickbacks" from lenders to prevent delays in funding. Required Skills & Qualifications Attention to

Detail:

Exceptional precision is required; a single missing signature or incorrect number can delay dealership funding.

Organizational Skills:

Ability to manage multiple "deals" simultaneously in a fast-paced environment with strict deadlines.

Communication:

Professional verbal and written skills for interacting with sales staff, office management, and bank representatives.

Technical Proficiency:

Comfortable using dealership software (e.g., CDK, Reynolds & Reynolds, or Dealertrack) and standard office suites (Microsoft Excel/Word).

Integrity:

Must be able to handle sensitive financial data with the highest level of confidentiality and ethics. Preferred Experience High school diploma or equivalent (Associate's degree in Business or Finance is a plus). Previous experience in an administrative role, preferably within the automotive industry or a lending environment. Basic understanding of automotive titling and registration processes.