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Qual IT Resources · 4 hours ago

Finance Manager

New Orleans, LA

Full-time

Onsite

Mid Level

Qual IT Resources is seeking a Finance Manager responsible for managing the closing and financing functions of the sales process. The role involves ensuring compliance with laws, assisting the sales team, processing credit applications, and maintaining customer satisfaction through effective financing solutions.

Staffing & Recruiting

Growth Opportunities

Responsibilities

Be responsible for closing all new, pre-owned and brokerage transactions while ensuring compliance with all company, state and federal laws and regulations

Be responsible for gaining superior product knowledge to assist sales team members with all aspects of structuring a customer purchase, closing and delivery

Be responsible for determining customer financing needs and calculate loan payment options based on a consultative interview process

Be responsible for processing all customer credit applications to secure and present financing options

Be responsible for collecting all forms of customer payment in accordance with company policy

Be responsible for utilizing the menu selling system to present customers with financing and warranty options to achieve targeted sales goals

Be responsible for collecting all necessary trade-in vessel documents and ensuring trade-in evaluation process is completed thoroughly by products and the Service Department

Be responsible for assisting Accounting Department in all aspects of closing and posting new, pre-owned and brokerage sales

Be responsible for preparing loan package for lender funding within 1 business day

Be responsible for building lender and other vendor relationships; ensuring proper lender mix

Be responsible for maintaining knowledge on all current lender, insurance and warranty programs

Be responsible for running lost sale reports to capture refinance and unsold warranty opportunities

Be responsible for projecting a professional and service-oriented image to all customers

Be responsible for actively participating in boat shows, selling events and other off-site promotions such as Getaways!Key Result Areas F&I budget achievementF&I penetration goal achievement

Warranty penetration goal achievement

Vantage sealant penetration goal achievement

Internal/external customer satisfaction

Timely and professional funding requirements

Will need to provide clear commissions report, based on what you sold and financed

Must know and retain what is needed to complete funding; proof of lien proof of vin. Making sure titles registrations are completed properly for funding

Must be a problem solver have innovative

Qualification

Financial analysisLoan processingCustomer financingVendor relationship managementProblem solving

Required