Financial Services Assistant

Premiertruck; Springfield (MO); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance

Life Insurance

Employee Assistance Program

Paid Holidays and PTO

401k with Employer Match

Training

Work-Life Balance

Job summary

Premier Truck Group in Springfield, MO is seeking a Financial Services Assistant to support credit, financing and insurance operations. You will process credit applications, administer F&I products, and maintain customer and vehicle paperwork while ensuring compliance with state and federal regulations.

The role requires a high school diploma and at least three years in credit/financing, plus a valid license and insurance license.

Qualifications

• A high school diploma or GED is required.
• Three years’ experience in credit, financing and insurance is preferred.
• Valid driver’s license is required.
• Insurance License (Credit Life and Property Casualty) is required.

Responsibilities

• Accept, log and submit credit applications.
• Administer and sell finance and insurance products.
• Create customer and insurance files and paperwork.
• Administer finance and insurance reserves.
• Manage accounting, checks, refunds, and wire transfers.
• Administer all titles and MSO’s in addition to truck files.
• Create truck sales paperwork and submit paperwork to financial sources.
• Maintain monthly sales and statistic reports for the accounting department and appropriate management.
• Quote payments and payoffs on trade trucks.
• Administer sales programs available and provide information to the sales force.
• Create approval or rejection slips for salespersons and management.
• Manage truck receivables and A/P temporary schedule which applies to insurance receivables.
• Maintain positive communications/relationships with finance and insurance representatives.
• Responsible for keeping the F&I Department current with State and Federal finance and insurance regulations.
• Perform all other duties as assigned.

Education

High School Diploma or GED

Job description

Winners Work Here!

Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At PTG, our top priority is to be your employer of choice and to provide a top-tier employee experience, regardless of the location where you work.

Who is Premier Truck Group?

Premier Truck Group is headquartered in Dallas, Texas, with nearly 50 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America. We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it.

Why Join Our Winning Team?

When you join our team, you’re rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including:

• Employee Discounts
• Medical, Dental, and Vision Insurance
• Life Insurance
• Employee Assistant Programs
• Paid Holidays and Paid Time Off
• 401k Plan with Employer Match
• Training
• Work-Life Balance

Here are some quick insights into this opportunity. We would love to discuss it with you in more detail!

Financial Services Assistant Responsibilities:

• Accept, log and submit credit applications.
• Administer and sell finance and insurance products.
• Create customer and insurance files and paperwork.
• Administer finance and insurance reserves.
• Manage accounting, checks, refunds, and wire transfers.
• Administer all titles and MSO’s in addition to truck files.
• Create truck sales paperwork and submit paperwork to financial sources.
• Maintain monthly sales and statistic reports for the accounting department and appropriate management.
• Quote payments and payoffs on trade trucks.
• Administer sales programs available and provide information to the sales force.
• Create approval or rejection slips for salespersons and management.
• Manage truck receivables and A/P temporary schedule which applies to insurance receivables.
• Maintain positive communications/relationships with finance and insurance representatives.
• Responsible for keeping the F&I Department current with State and Federal finance and insurance regulations.
• Perform all other duties as assigned.

Financial Services Assistant Requirements:

Education and Experience

• A high school diploma or GED is required.
• A minimum of three years’ experience in credit, financing and insurance is preferred.
• Combination of education, training or experience that provides the required knowledge, skills and abilities will be considered.
• A valid driver’s license is required.
• Insurance License (Credit Life and Property Casualty) is required.

IND-ADMIN

Premier Truck Group is an equal opportunity employer.