Finance & Sales BDC Assistant

Mossy Automotive Group; Poway, Northern (CA, KY); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

401K retirement plan

Paid vacation

Flexible schedule

Direct deposit

Growth opportunities

Employee discounts

Job summary

Mossy Auto Group in Poway, CA is seeking a Finance and BDC Assistant to accurately enter and process vehicle finance deals and complete all required documentation. The role supports finance and BDC teams and does not include primary vehicle sales responsibilities.

The position involves handling inbound and outbound calls, scheduling sales appointments, and maintaining customer information in the dealership CRM system. Base pay is $22.00 per hour with benefits and growth opportunities.

Qualifications

• Minimum high school diploma or equivalent.
• Strong customer service experience.
• Proficient with computers and basic software.
• Excellent communication and professional appearance.

Responsibilities

• Provide excellent customer service to internal and external customers.
• Explain financing options and assist with paperwork.
• Review deals for accuracy and completeness.
• Collect required documents from customers.
• Follow up on leads to schedule sales appointments.
• Maintain and update CRM data daily.
• Support Finance and BDC departments as needed.

Skills

Customer service

Communication

Computer skills

Education

High school diploma or equivalent

Tools

CRM software

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 theBDC 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.

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

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.

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 personalityMust 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.