Prepare and review all finance and lease documents for accuracy and compliance with dealership, lender, and state regulations.
Gather customer information and verify required documents (driver’s license, insurance, income verification, etc.).
Process credit applications and submit them to approved lenders.
Maintain digital and physical deal jackets, ensuring all paperwork is completed and filed correctly.
Assist customers in understanding financing options, warranty plans, and protection products.
Provide clear explanations of loan terms, payment schedules, and contract obligations.
Coordinate with the sales team to ensure a smooth transition from vehicle purchase to financing.
Communicate with banks and credit unions to obtain approvals, update deal status, and resolve discrepancies.
Track lender funding and follow up on any missing or pending documents.
Maintain strong relationships with financial institutions.
Enter customer and deal information into dealership management systems (DMS), CRM, and lender portals.
Update inventory, deal numbers, and financial records as needed.
Run credit reports and input data into finance software.
Ensure all deals follow federal and state laws (e.g., Truth in Lending, Privacy Act, OFAC).
Assist with internal audits by maintaining accurate and complete paperwork.
Monitor signatures, disclosures, and required forms to avoid funding delays.
Manage office supplies, forms, and finance-related materials.
Assist the Finance Manager with daily tasks and special projects.
Support dealership operations with scanning, printing, and organizing files.
Handle phone calls, customer inquiries, and appointment scheduling.
Generate daily, weekly, or monthly finance reports as requested by management.
Track contracts-in-transit, funding delays, and deal status.
Maintain organized logs of customer deliveries, warranties, and aftermarket sales.
Finance Assistant • Milpitas, CA, US
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