Finance Manager

Kelowna-Truck-; West Kelowna; On-site; CAD 80,000 - 240,000; Full time

Job summary

Kelowna Truck & RV seeks a Finance Manager to guide customers through vehicle financing and insurance options with transparency and efficiency. Ensure deals comply with lender, OEM, and regulatory requirements while maximizing profitability and customer satisfaction.

The role collaborates with Sales, lenders, and customers to secure approvals, present financing options, and achieve targets for finance and insurance product penetration. Leadership and training of staff are included.

Qualifications

• Minimum 2-3 years of experience in automotive finance, sales, or related industry.
• Strong understanding of automotive financing, lending practices, and regulatory compliance.
• Excellent communication and interpersonal skills with the ability to explain financial concepts clearly.
• Proven ability to achieve sales and product penetration targets.
• High level of integrity and professionalism in handling confidential customer information.
• Proficiency with dealership management systems (e.g., PBS, Dealertrack) considered an asset.
• Valid driver's license with a clean driving record.

Responsibilities

• Meet with customers to explain financing options and guide them through the vehicle financing process.
• Assist customers in completing financing applications and ensure all required documentation is accurate and submitted to lenders.
• Build and maintain relationships with financial institutions, lenders, and banks to secure favorable loan terms.
• Ensure all financing processes adhere to provincial, local regulations, dealership and OEM policies.
• Present and sell additional products and services that enhance vehicle ownership and dealership profitability.
• Review and finalize financing contracts, ensuring terms are clear and understood by the customer.
• Address and resolve customer issues related to financing or contract discrepancies.
• Maintain records of financing transactions, loan approvals, and sales performance.
• Collaborate with the sales team to structure deals meeting customer needs while ensuring profitability.
• Work toward meeting and exceeding departmental goals for financing penetration rates.
• Train and mentor sales staff on financing products and processes.
• Conduct follow-up calls to ensure customer satisfaction post-purchase.

Skills

Automotive finance

Regulatory compliance

Communications

Sales targets

PBS/Dealertrack

Tools

PBS

Dealertrack

Job description

Salary Range: $80,000.00 To $240,000.00 Annually

At Kelowna Truck & RV (KTRV), we pride ourselves on delivering a straightforward, transparent, and professional buying experience. Whether our customers are purchasing a truck for work or an RV for their next adventure, we are committed to helping them make confident decisions every step of the way.

We are looking for a results-driven and detail-oriented Finance Manager to join our team. This is a key role within the dealership, responsible for structuring deals, securing approvals, and delivering a seamless and compliant finance experience for our customers. If you are someone who thrives in a fast-paced environment, understands how to balance customer experience with profitability, and takes ownership of your results, this is an opportunity to make a significant impact.

Role Summary

The Automotive Finance Manager is responsible for guiding customers through the financing and insurance process with professionalism, transparency, and efficiency. This role ensures all deals are structured in compliance with lender, OEM, and regulatory requirements while maximizing profitability and customer satisfaction. The Finance Manager works closely with the Sales team, lenders, and customers to secure approvals, present financing options, and achieve dealership targets for finance and insurance product penetration.

Key Responsibilities

• Customer Consultations: Meet with customers to explain financing options and guide them through the vehicle financing process. Discuss loan terms, payment schedules, interest rates, and lease agreements to help customers make informed decisions.
• Loan and Lease Processing: Assist customers in completing financing applications and ensure all required documentation is accurate and submitted to lenders. Evaluate customer credit profiles and match them with suitable financing options.
• Lender Relationships: Build and maintain relationships with financial institutions, lenders, and banks to secure favorable loan terms and expand financing options for customers.
• Compliance Management: Ensure all financing processes adhere to provincial, and local regulations, as well as dealership and OEM policies. Stay up-to-date with changes in laws and regulations related to automotive financing.
• Upselling Products: Present and sell additional products and services, such as extended warranties, insurance, maintenance plans, and other add-on options that enhance vehicle ownership while contributing to dealership profitability.
• Contract Preparation: Review and finalize financing contracts, ensuring all terms and conditions are clearly stated and understood by the customer. Oversee accurate signing and processing of agreements.
• Problem Resolution: Address and resolve any customer issues related to financing or contract discrepancies, providing excellent customer service to maintain satisfaction.
• Reporting and Tracking: Maintain accurate records of financing transactions, loan approvals, and sales performance. Provide regular reports to dealership management on financing department performance.
• Sales Team Support: Collaborate with the sales team to structure deals that meet customer needs while ensuring dealership profitability. Provide guidance on financing options during the sales process.
• Performance Targets: Work toward meeting and exceeding departmental goals for financing penetration rates, product sales, and customer satisfaction.
• Training and Leadership: Train and mentor sales staff on financing products and processes, helping them understand how to present financing options effectively to customers.
• Customer Follow-Up: Conduct follow-up calls to ensure customer satisfaction with financing terms and to address any concerns post-purchase.

Qualifications & Requirements

• Minimum 2-3 years of experience in automotive finance, sales, or related industry.
• Strong understanding of automotive financing, lending practices, and regulatory compliance.
• Excellent communication and interpersonal skills with the ability to explain financial concepts clearly.
• Proven ability to achieve sales and product penetration targets.
• High level of integrity and professionalism in handling confidential customer information.
• Strong organizational and time management skills with the ability to manage multiple deals under tight deadlines.
• Proficiency with dealership management systems (e.g., PBS, Dealertrack) considered an asset.
• Valid driver's license with a clean driving record.

At Kelowna Truck & RV, the Finance Manager role is critical to both our customer experience and our success as a dealership. We are looking for someone who takes ownership, operates with integrity, and consistently delivers strong results.