Financial Services Producer

hendrick; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Hendrick Lexus Charlotte is seeking a Financial Services Producer to coordinate the sale of finance and insurance programs to customers. You will work with lenders to provide financial services and ensure all deals are processed accurately with proper documentation.

Qualified candidates have 3–5 years of automotive finance experience, a Bachelor degree or equivalent, AFIP certification, and strong communication and negotiation skills to support the sales team and achieve CSI targets.

Qualifications

• Bachelor degree required or commensurate finance experience.
• Knowledge of dealership finance and insurance procedures preferred.
• Strong understanding of lending processes and regulatory guidelines.

Responsibilities

• Sells financing and insurance to customers.
• Attains financial services production goals for the dealership.
• Reviews customer credit applications.
• Presents service contracts and owner protection programs.
• Liaises between customers and lending institutions.
• Ensures documentation is complete using a deal checklist.
• Maintains CSI standards and participates in required training.
• Keeps AFIP Certification current.

Skills

F&I sales

Customer service

Negotiation

Communication

Education

Bachelor degree in automotive or business

Tools

Dealer Management System

Microsoft Office

Job description

Hendrick Lexus Charlotte

Location: 6025 E. Independence Blvd, Charlotte, North Carolina 28212

Summary: Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers.

Supervisory Responsibilities: This job has no direct supervisory responsibilities.

Essential Duties and Responsibilities

• Sells financing and insurance to customers.
• Responsible for the attainment and gross production of financial services' goals and objectives.
• Reviews customer credit applications.
• Present[s?]es extended service contracts and other owner protection programs available to customers.
• Assesses profitability to dealership of financing arrangements
• Utilizes the menu selling process.
• Ensures necessary documentation for each deal is complete by utilizing a deal checklist.
• Works closely with sales team, maintains effective employee relations
• Maintains AFIP Certification.
• Acts as liaison between the customer and the lending institution.
• Ensures adherence to F&I reporting requirements of company.
• Attends weekly manager meetings.
• Maintains CSI at or above Company standards
• Maintains an organized, clean and safe work area
• Participates in required training
• Records all hours worked accurately in company timekeeping system
• Follows Safeguards rules and regulations.
• Demonstrates the Company's Core Values
• Complies with Company policies and procedures
• Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
• Other duties as assigned

Desired Education

• √ Bachelor Degree

Field of Study/Work Experience

• √ Automotive
• √ Business

Desired Work Experience

• √ 3-5 years

Education/Experience

Degree or commensurate finance experience. Knowledge of dealership finance and insurance procedures preferred. Knowledge of regulations and laws governing financing in the automotive industry. Ability to work with lenders and financial institutions. Prior automotive sales experience desired.

Certificates and Licenses

• √ Valid Driver's License
• √ AFIP Certification

Computer Skills

Advanced knowledge of Microsoft Office products. Advanced ability to operate Finance and Insurance portion of Dealer Management System.

Communication Skills

Ability to understand and follow instructions. Ability to communicate effectively with customers and company personnel. Strong interpersonal and persuasive selling skills.

Attendance Expectations

The position requires regular and predictable attendance. Scheduled shifts may include evening hours, weekends, and holidays.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. Must be able to lift up to 5 pounds.

Environment Demands

Duties are performed primarily in finance and insurance and sales areas. Considerable time spent on the phone and at a computer. Work involves frequent customer contact and interaction with lending institutions.

Verbal and Writing Ability

Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

Math Ability

Ability to add, subtract, multiply and divide.

Reasoning Ability

Knowledge of bank and insurance terminology and procedures. Ability to review and process sales contracts and finance documents.

Core Values

• Servant Leadership
  Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
• Teamwork through Trust & Respect
  Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
• Integrity
  Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
• Commitment to Customer Enthusiasm
  Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
• Passion for Winning
  Hendrick's tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
• Accountability at All Levels
  Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
• Commitment to Continuous Improvement
  Every day we soften our