HGreg.com has been in the business over two decades and has more than 22 privately owned dealerships throughout North America and we’re
The F&I Delivery Specialist will support our busy Finance departments by assisting with customer service and handling administrative duties.
As such, you will be responsible for:
- Complete Deal checklists for deals including sign off approval, remediate with F&I Manager all missing items
- Verify all incentives are correct, check for new programs
- Prepare daily deal flow report.
- Ensure down payment has been receipted as detailed in deal.
- Break down deal; submit funding package to the banks. Maximize Fax Funding where available. Update status in CDK to show “Sent to Bank”
- Organize all documents in order of the checklist
- File physical deal documents in Deal Jacket kept at the store.
- Remediate any issues with banks on missing, incomplete, incorrect documents with assistance from F&I managers.
- Remediate any deal-related issues from accounting
- Process UPS Shipments of all funding packages.
- File Receipts of Deal proceeds in Deal Jackets
- File Car Deals after funding and title/registration has been confirmed.
- Support finance managers during and after the sale with focus on the customer product experience
- Ensure that all vehicles scheduled for delivery are properly prepped (detailed), licensed, fuelled, tire pressures set accurately, floor liners and wheel locks included (new vehicles), no check engine or other warning lights, etc.
- Other duties as assigned
Requirements:
- Strong attention to detail and sense of urgency
- Excellent communication skills both written and oral
- Outstanding customer service skills
- Great and outgoing personality!!!
- Active Listening – give full attention to the words and body language of others, take time to understand the points being made and ask questions as appropriate
- Critical Thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Time Management – ability to prioritize workload and manage one’s own time
- At least two years previous experience working in an automotive retail setting
- Experience working in product specialist role
- Previous experience working in an automotive retail setting
- Experience working in product specialist role