FINANCE MANAGER

Ford Store Morgan Hill; Morgan Hill, Northern (CA, KY); Hybrid; USD 100,000 - 250,000; Full time

Job summary

Ford Store Morgan Hill is seeking an experienced Finance Manager to oversee auto financing and insurance operations on site in Morgan Hill, CA. You will present financing options, structure deals, and ensure compliant documentation while supporting the sales team to maximize profitability.

The role requires strong communication, organizational, and regulatory knowledge, with a focus on customer service and confidentiality.

Qualifications

• Previous automotive finance manager or automotive sales management experience is required.
• Strong communication, negotiation, and interpersonal skills.
• Ability to multitask in a fast-paced dealership environment.
• Experience with finance, insurance, compliance, and dealership sales processes.
• Familiarity with dealer management systems (DMS) and lender portals is preferred.

Responsibilities

• Present financing options and F&I products to customers.
• Structure, submit, and finalize finance deals with lenders.
• Obtain lender approvals and ensure accurate financing documents.
• Review contracts, titles, taxes, and registrations for accuracy.
• Maintain regulatory compliance and confidentiality.
• Support dealership sales and profitability initiatives.
• Maintain relationships with lenders and vendor partners.

Tools

DMS

CRM systems

Finance software

Job description

# FINANCE MANAGERMorgan Hill - Morgan Hill, CA 95037## OverviewSalary Range$100,000.00 - $250,000.00 Base+Commission/yearPosition TypeFull TimeJob ShiftDayCategoryAutomotive## Description# Finance Manager## Job 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 Operations* Present financing options, extended service contracts, GAP coverage, maintenance plans, and other finance and insurance products to customers* Structure, submit, and finalize finance deals with lending institutions and finance sources* Obtain lender approvals and ensure accurate completion of all financing documentation* Prepare, review, and finalize contracts, title documents, lender paperwork, and related sales documentation* Verify accuracy of taxes, title information, registration documentation, and deal structure* Ensure all required paperwork is completed accurately and timely in accordance with dealership, lender, manufacturer, and legal requirements* Maintain compliance with all federal, state, local, and lender regulations related to finance and insurance transactions* Maintain strong relationships with finance sources, lenders, manufacturer representatives, and vendor partners* Assist with inventory protection products, aftermarket products, and dealership profitability initiatives### Customer Service & Sales Support* Deliver exceptional customer service during all customer interactions* Clearly explain financing terms, contracts, products, and available options to customers* Handle customer concerns and questions professionally and courteously* Support customer satisfaction and customer retention efforts through professional communication and relationship-building* Work collaboratively with the Sales Department to support vehicle sales and dealership operations* Assist Sales Consultants and Sales Managers throughout the sales and delivery process as needed* Support delivery processes that create positive customer experiences and dealership loyalty* Promote dealership products, services, and protection programs while maintaining ethical sales practices### Administrative & Operational Responsibilities* Maintain accurate records, reports, and finance documentation* Utilize dealership management systems (DMS), CRM systems, finance software, and lender portals effectively* Review and analyze department performance, profitability, and operational effectiveness* Attend dealership meetings, training sessions, and manufacturer or lender training as required* Follow dealership policies, procedures, operational standards, and confidentiality requirements* Maintain professional working relationships with customers, lenders, vendors, coworkers, and management* Uphold confidentiality regarding customer, employee, financial, and dealership information* Perform additional duties and responsibilities as assigned by management---#### Qualifications## Job Qualifications:### Required Qualifications* Previous automotive finance manager or automotive sales management experience required* Strong communication, negotiation, and interpersonal skills* Strong customer service and relationship-building skills* Strong organizational, analytical, and problem-solving skills* Ability to multitask and perform effectively in a fast-paced dealership environment* Professional appearance and positive attitude* Ability to maintain accuracy and attention to detail while handling financial documentation* Basic computer proficiency required* Ability to learn and utilize dealership management systems (DMS), CRM systems, lender software, and finance platforms* Knowledge of finance, insurance, compliance, and dealership sales processes required* Dependable attendance and punctuality required* Ability to maintain confidentiality regarding customer, employee, financial, and dealership information* Ability to follow dealership policies, procedures, and compliance requirements* Valid driver’s license with acceptable driving record preferred* Ability to work evenings, weekends, and holidays as business needs require### Preferred Qualifications* Previous Ford dealership experience preferred* Previous automotive F&I product sales experience preferred* Experience working with multiple lenders and finance sources preferred* Knowledge of federal, state, and local automotive finance compliance requirements preferred* Experience using dealership management systems (DMS), CRM systems, and finance software preferred* Strong track record of finance product sales and customer satisfaction preferred* Experience analyzing financial performance, deal structure, and profitability metrics preferred* Bilingual communication skills are a plus---## Physical Requirements:* Ability to frequently stand, walk, sit, reach, and use hands for computer and finance-related functions* Ability to occasionally lift and move items up to 25 pounds* Ability to work in a fast-paced dealership environment* Ability to regularly use computers, phones, printers, scanners, and other office equipment* Ability to occasionally bend, stoop, kneel, squat, push, pull, and climb stairs* Ability 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.