FINANCE MANAGER

The-Ford-Store-Morgan-Hill; Morgan Hill (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

The Ford Store Morgan Hill is seeking a Finance Manager to oversee finance and insurance operations, assist customers with financing, protection products, and required sales documentation.

You will structure and finalize deals, obtain lender approvals, verify documents, and maintain compliance with dealership and legal requirements while supporting overall sales profitability and customer satisfaction.

Qualifications

• Previous automotive finance manager or automotive sales management experience required.
• Strong communication, negotiation, and interpersonal skills.
• Ability to multitask and perform in a fast-paced dealership environment.
• Knowledge of finance, compliance, and dealership sales processes.
• Valid driver’s license preferred.

Responsibilities

• Present financing options, extended service contracts, GAP coverage and other finance products to customers.
• Structure, submit, and finalize finance deals with lenders and finance sources.
• Obtain lender approvals and ensure accurate financing documentation.
• Prepare and review contracts, titles, and related paperwork.
• Ensure compliance with federal, state, local and lender requirements.
• Maintain relationships with lenders, manufacturer reps, and vendors.
• Support inventory protection products and profitability initiatives.
• Collaborate with Sales to support vehicle sales and dealership operations.
• Uphold confidentiality and maintain accurate records using DMS/CRM systems.

Skills

Finance management

Negotiation

Customer service

Organization

Analytical skills

Multitasking

Communication

Relationship-building

Problem-solving

Tools

DMS

CRM systems

Finance software

Lender portals

Job description

Finance ManagerJob Purpose:Manage dealership finance and insurance operations while assisting customers with financing, vehicle protection products, and required sales documentation. The Finance Manager is responsible for delivering exceptional customer service, maintaining compliance with dealership and legal requirements, maximizing dealership profitability, and supporting overall dealership sales operations.Key Responsibilities:Finance & Insurance OperationsPresent financing options, extended service contracts, GAP coverage, maintenance plans, and other finance and insurance products to customersStructure, submit, and finalize finance deals with lending institutions and finance sourcesObtain lender approvals and ensure accurate completion of all financing documentationPrepare, review, and finalize contracts, title documents, lender paperwork, and related sales documentationVerify accuracy of taxes, title information, registration documentation, and deal structureEnsure all required paperwork is completed accurately and timely in accordance with dealership, lender, manufacturer, and legal requirementsMaintain compliance with all federal, state, local, and lender regulations related to finance and insurance transactionsMaintain strong relationships with finance sources, lenders, manufacturer representatives, and vendor partnersAssist with inventory protection products, aftermarket products, and dealership profitability initiativesCustomer Service & Sales SupportDeliver exceptional customer service during all customer interactionsClearly explain financing terms, contracts, products, and available options to customersHandle customer concerns and questions professionally and courteouslySupport customer satisfaction and customer retention efforts through professional communication and relationship-buildingWork collaboratively with the Sales Department to support vehicle sales and dealership operationsAssist Sales Consultants and Sales Managers throughout the sales and delivery process as neededSupport delivery processes that create positive customer experiences and dealership loyaltyPromote dealership products, services, and protection programs while maintaining ethical sales practicesAdministrative & Operational ResponsibilitiesMaintain accurate records, reports, and finance documentationUtilize dealership management systems (DMS), CRM systems, finance software, and lender portals effectivelyReview and analyze department performance, profitability, and operational effectivenessAttend dealership meetings, training sessions, and manufacturer or lender training as requiredFollow dealership policies, procedures, operational standards, and confidentiality requirementsMaintain professional working relationships with customers, lenders, vendors, coworkers, and managementUphold confidentiality regarding customer, employee, financial, and dealership informationPerform additional duties and responsibilities as assigned by managementJob Qualifications:Required QualificationsPrevious automotive finance manager or automotive sales management experience requiredStrong communication, negotiation, and interpersonal skillsStrong customer service and relationship-building skillsStrong organizational, analytical, and problem-solving skillsAbility to multitask and perform effectively in a fast-paced dealership environmentProfessional appearance and positive attitudeAbility to maintain accuracy and attention to detail while handling financial documentationBasic computer proficiency requiredAbility to learn and utilize dealership management systems (DMS), CRM systems, lender software, and finance platformsKnowledge of finance, insurance, compliance, and dealership sales processes requiredDependable attendance and punctuality requiredAbility to maintain confidentiality regarding customer, employee, financial, and dealership informationAbility to follow dealership policies, procedures, and compliance requirementsValid driver’s license with acceptable driving record preferredAbility to work evenings, weekends, and holidays as business needs requirePreferred QualificationsPrevious Ford dealership experience preferredPrevious automotive F&I product sales experience preferredExperience working with multiple lenders and finance sources preferredKnowledge of federal, state, and local automotive finance compliance requirements preferredExperience using dealership management systems (DMS), CRM systems, and finance software preferredStrong track record of finance product sales and customer satisfaction preferredExperience analyzing financial performance, deal structure, and profitability metrics preferredBilingual communication skills are a plusPhysical Requirements:Ability to frequently stand, walk, sit, reach, and use hands for computer and finance-related functionsAbility to occasionally lift and move items up to 25 poundsAbility to work in a fast-paced dealership environmentAbility to regularly use computers, phones, printers, scanners, and other office equipmentAbility to occasionally bend, stoop, kneel, squat, push, pull, and climb stairsAbility to regularly perform repetitive hand and finger movements for computer and documentation tasksThe physical demands described above are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made in accordance with applicable laws.