Customer Financing & Retention Expert

Inchcape; United States; Hybrid; USD 40,000 - 54,000; Full time

Benefits offered by this job

PTO

Health Insurance

Retirement Plan

Employee Discount

Fuel Discount

Leave Benefits

Training & Development

Job summary

Inchcape is seeking a Customer Finance & Retention Specialist to join our sales team. The role focuses on handling inquiries about credit applications, financing options, and vehicle purchases, while supporting appointments and revenue-driving initiatives.

You will work closely with Sales Consultants and Aftersales to ensure a seamless customer experience and accurate CRM data. Ideal candidates have 1–2 years in call center or customer service and experience in consumer lending, with strong

Qualifications

• 1-2 years of call center, sales, or customer service experience preferred.
• 1-2 years of consumer lending, finance, or loan underwriting experience required.
• Strong verbal and written communication skills.
• Excellent customer service and relationship-building abilities.
• Comfortable making outbound calls and managing multiple interactions daily.
• Proficient with CRM systems, Microsoft Office, and web-based applications.
• Organized, detail-oriented, and goal-driven.

Responsibilities

• Handle inbound and outbound calls, emails, and online inquiries related to credit applications, financing options, and vehicle purchases
• Assist customers with completing online credit and pre-qualification applications while providing exceptional customer service
• Generate and confirm sales appointments through proactive follow-up, marketing campaigns, and lead management activities
• Conduct outbound campaigns for equity mining, refinancing opportunities, and vehicle upgrade programs
• Maintain accurate customer information, appointment records, and communication history within CRM and dealership systems
• Collaborate with Sales Consultants and Aftersales teams to ensure a seamless customer experience throughout the buying journey
• Monitor leads, follow up consistently, provide reporting to management, and support achievement of departmental performance goals

Skills

Call center experience

Customer service

CRM proficiency

Communication skills

Education

High School Diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Inchcape is seeking a Customer Finance & Retention Specialist to join our sales team. The role focuses on handling inquiries about credit applications, financing options, and vehicle purchases, while supporting appointments and revenue-driving initiatives.

You will work closely with Sales Consultants and Aftersales to ensure a seamless customer experience and accurate CRM data. Ideal candidates have 1–2 years in call center or customer service and experience in consumer lending, with strong