Financial Services Assistant

Workstream; Ontario (CA); On-site; USD 23,419 - 29,618; Full time

Benefits offered by this job

Medical, Dental, Vision and Prescription Insurances

Company Paid Life Insurance

401(k) Savings and Retirement Plan

Tremendous Opportunity to Learn, Advance and Build a Career!

Job summary

Workstream is hiring a Financial Services Assistant in Ontario, California. This role involves assisting Financial Services Managers with lenders and providing financial services to dealership customers. The position demands strong communication and organizational skills and is strictly on-site.

The successful candidate will manage customer credit applications and maintain compliance with financial regulations, while earning an hourly rate between $17.00 and $21.50. Workstream offers a collaborative environment and opportunities for career advancement.

Qualifications

• High level of proficiency in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Ability to handle multiple projects and manage time efficiently.

Responsibilities

• Assist with reviewing customer credit applications.
• Ensure all documentation for transactions is completed.
• Maintain customer satisfaction scores in line with company standards.
• Manage transactions ensuring compliance with laws and regulations.
• Communicate effectively with finance sources and sales staff.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Communication

Time management

Problem solving

Detail-oriented

Education

High School diploma or equivalent

Job description

Summary

The Financial Services Assistant is responsible for assisting our Financial Services Managers with lenders and financial institutions to provide financial services to dealership customers. Position is 100% on-site.

Essential Duties

• Assist with reviewing customer credit applications.
• Assist with ensuring necessary documentation for each deal is complete by utilizing a deal checklist.
• Assist with maintaining Customer Satisfaction scores at or above company standards.
• Ensures compliance with all laws and regulatory obligations relative to financial services and products.
• Supports the dealership’s initiative in transaction compliance programs.
• Complies with all Transaction compliance rules and regulations.
• Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations.
• Accurately completes documents necessary for the completion and funding of all vehicles purchased in 10 days or less.
• Accounts for all monies collected for each transaction, provides copies of check/visa slips, and takes steps necessary to ensure all funds are collected in 10 days or less.
• Gathers necessary documentation required by funding sources for the approval and processing of each transaction.
• Communicates and maintains a good working relationship with the finance sources.
• Communicates with the sales staff and sales managers on an ongoing basis as to the status of an application, no later than the next working day.
• Acts as liaison between the customer and the lending institution.
• Reinforces company policies and adheres to company standards.
• Encourages compliance with applicable laws and regulations.
• Ensures adherence to F&I reporting requirements of company.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The individual should possess:

• High School diploma or equivalent.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
• Excellent communication and time management skills.
• Able to problem solve and handle a variety of issues.
• Must be self-motivated and able to follow direction and able to work independently or as a team.
• Excellent verbal and written communication skills.
• Ability to multi-task projects, establish priorities, work independently and organize effectively.
• Must be detail orientated and be able to work under pressure.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individual will be required to:

• Regularly talk or hear.
• Frequently stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
• Occasionally sit, climb, balance, stoop, kneel, crouch or crawl.
• Frequently lift and move up to 10 pounds and occasionally lift and move objects up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Hourly Rate $17.00 - $21.50

Benefits

• Medical, Dental, Vision and Prescription Insurances
• Company Paid Life Insurance
• 401(k) Savings and Retirement Plan
• Tremendous Opportunity to Learn, Advance and Build a Career!

Penske Honda is an Equal Opportunity Employer.