Finance & Sales BDC Assistant

Mossy Nissan Oceanside/Infiniti of Oceanside; Poway (CA); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401K

Paid vacation

Disability insurance

Life insurance

Growth opportunities

Paid training

Employee discounts

Flexible schedule

Direct deposit

Job summary

Mossy Auto Group is seeking a Finance and BDC Assistant to accurately enter and process vehicle finance deals, prepare documentation, and ensure funding readiness. You will also handle inbound/outbound calls, schedule appointments, and maintain customer information in the CRM.

Role supports Finance and BDC departments with no primary vehicle sales responsibilities, offering a base pay of $22.00/hour and a comprehensive benefits package.

Qualifications

• At least one previous role based in strong customer service experience.
• Promotes a strong commitment to client satisfaction and Mossy team.
• Prompt and courteous interactions with customers.
• Enthusiastic personality and professional demeanor.
• Strong computer skills are required.
• Openness to constructive feedback for improvement.
• Professional appearance and punctuality are expected.
• High school diploma or equivalent is required.

Responsibilities

• Provide excellent customer service to internal and external customers.
• Promote understanding of and commitment to client satisfaction and Mossy team.
• Respond quickly to inquiries using emails, phone, and live chat scripts/templates.
• Provide customers with initial product information and direct to dealership resources.
• Present initial financing options based on customer needs.
• Follow up with leads to schedule appointments with the sales department.
• Participate in team and process development sessions and maintain positive relationships.
• Use CRM tracking system daily.
• Maintain up-to-date knowledge of products and services.

Skills

Customer service

Communication

Computer skills

Punctual

Professional appearance

Education

High school diploma or equivalent

Tools

CRM

Job description

The Finance and BDC Assistant is responsible for accurately entering and processing vehicle finance deals and completing all required finance documentation and paperwork. The Assistant reviews deals for accuracy and completeness, obtains any necessary information or documentation, and ensures files are properly prepared for submission and funding.

In this role, you will also assist the BDC with inbound and outbound customer calls, scheduling sales appointments, and maintaining accurate customer information in the dealership customer follow-up system (CRM). You will communicate with customers to confirm appointments, answer basic questions, and ensure leads are promptly and appropriately followed up on by the appropriate team member. This positionsupports the Finance and BDC departments and does not have primary vehicle sales responsibilities.

At Mossy Auto Group our employees are our most valuable asset. Our mission statement is to create an environment of high integrity & mutual respect that nurtures openness, creativity, & innovation. Every employee at Mossy is absolutely critical to its success. As a family owned & operated business we consider each employee and extension of the Mossy family. We promise to deliver the same award winning service and value that our community has come to expect from our dealership through the years.

Employees in this position will paid a base hourly wage of $22.00/hour

Benefits

• Medical, Dental & Vision
• Group Insurance Plans & Discounts
• 401K Retirement Savings Plan
• Paid Vacation and Holidays
• Disability Insurance
• LAP (Life Assistance Program)
• Basic Life, Dependent & Accident Insurance
• Growth Opportunities
• Paid Training
• Employee Purchase Incentives
• Family Owned & Operated
• Health & Wellness
• Flexible Work Schedule
• Discounts on Products & Services
• Direct Deposit

Responsibilities

• Providing excellent customer service to internal and external customers
• Promote an understanding of and strong commitment to client satisfaction & the Mossy team
• Respond quickly to internet, phone and live chat inquiries using email, phone and live chat scripts and templates
• Provide customers with initial product information & direct them to the appropriate dealership resources
• Present initial financing options based on customer needs
• Follow up with leads to make an appointment with sales department
• Participate in team & process development sessions – keeping positive relationships with teammates, sales teams and dealership management
• Utilize CRM tracking system daily
• Maintain comprehensive and up to date knowledge of products and services offered

Qualifications

• At least one previous role based in strong customer service experience
• People skills that contribute to effective communication
• Prompt and courteous
• Enthusiastic personality
• Must have strong computer skills
• Accepts constructive criticism with motivation towards improvement in job performance
• Professional appearance & punctual
• High school graduate or equivalent

Our company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information. We are an equal opportunity employer and drug-free workplace. Offers of employment contingent upon successfully passing background screening (incl. criminal background check, review of motor vehicle records, verification of SSN and passing drug test at a certified testing facility.