Financial Services Specialist

Carlock Automotive Group; Texas; On-site; USD 45,000 - 60,000; Full time

Job summary

A leading automotive group is seeking a Financial Services Specialist to manage relationships with lenders and ensure efficient funding of contracts. This role involves supporting finance operations, maintaining compliance, and enhancing customer experience. Ideal candidates will have strong organizational skills and experience in automotive finance. Join a family-owned company with over 50 years in the industry, offering competitive benefits and opportunities for career growth.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

401(k) Plans

Paid Holidays

Qualifications

• Experience in automotive finance or business office operations preferred.
• Ability to manage multiple tasks in a high-paced environment.
• Proficiency in dealership software systems and financial platforms.

Responsibilities

• Manage funding processes for finance contracts.
• Collaborate with Business Managers for process adherence.
• Ensure compliance with dealership policies and regulatory requirements.

Skills

Organizational Skills

Communication

Interpersonal Skills

Time Management

Detail-oriented

Education

High School Diploma

Tools

Microsoft Office

Dealership Management Systems

A2ZSync

Job description

The Financial Services Specialist is responsible for maintaining positive relationships with major auto lenders and ensuring timely funding of contracts. This role supports the dealership’s finance operations by assisting with compliance, documentation, and process adherence. The Financial Services Specialist plays a key role in creating a seamless experience for customers while maintaining efficiency in financial transactions.

Essential Duties & Responsibilities

• Identify and manage funding processes for finance contracts.
• Collaborate with Business Managers to ensure process adherence and efficiency.
• Assist in training new Business Assistants.
• Prioritize deals to ensure customers are handled efficiently and quickly.
• Accurately receipt cash deposits and verify all transaction payments.
• Submit and rehash credit applications with lenders.
• Maintain confidentiality of customer financial information.
• Package, scan, and process funding for deals.
• Monitor and update the Contract In Transit (CIT) account; update notes in DealerOPS for all unfunded deals.
• Verify reserve payments and communicate with lenders regarding discrepancies.
• Maintain accurate deposit logs.
• Scan and log all F&I contracts for remittance daily.
• Manage a high volume of business transactions while maintaining a professional and positive attitude.
• Digitally load cash, finance, and lease deals efficiently with minimal supervision.
• Perform other duties as assigned by management.
• Maintain a professional appearance in accordance with brand dress code.
• Support new processes and improvements to enhance employee and customer experience.
• Exhibit high integrity, accountability, and dedication to customer satisfaction.
• Ensure compliance with dealership policies and regulatory requirements.
• Utilize dealership management systems (DMS), Microsoft Office, A2ZSync, and other relevant software.

Required Skills & Qualifications

• Experience in automotive finance, business office operations, or related fields preferred.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks in a high-paced environment.
• Detail-oriented with a strong sense of accountability.
• Proficiency in dealership software systems and financial platforms.
• Punctuality and reliable attendance.

Education & Certifications

• High School Diploma or equivalent work experience.
• Ability to work independently while continuing to expand product and finance knowledge.
• Valid driver's license with an acceptable Motor Vehicle Record (MVR).

Physical Requirements

• Ability to communicate clearly and effectively.
• Manual dexterity to operate computers, tablets, phones, and other office equipment.
• Visual acuity for close-range tasks.
• Ability to remain in a stationary position for extended periods.
• Regular, punctual attendance is required.

Work Environment

• Professional dealership setting with rotating shifts as determined by management.
• Maintain a clean and safe work environment.

Benefits

• Benefits include health insurance, dental and vision insurance, life insurance, paid time off, supplemental insurance policies, 401(k) plans, and paid Holidays.

About Us

Carlock Automotive Group has been a trusted name in the automotive industry for over 50 years, growing from a family business in Arkansas to a multi-state network of dealerships representing 17 premier brands. With locations across Tennessee, Mississippi, Alabama, and Louisiana, Carlock offers an exciting and dynamic work environment where team members play a key role in delivering top-tier sales, service, and financing to customers. Family-owned for three generations, the Carlock family has built a reputation for excellence, fostering a workplace culture centered on expertise, customer satisfaction, and career growth. Our dealerships provide endless opportunities to be part of something exceptional.

At Carlock, we seek passionate individuals committed to learning and perfecting their craft. As a member of the Carlock family, you’ll receive continuous training and development opportunities to grow your career. We believe in promoting from within and cultivating the next generation of automotive leaders. With manufacturer-sponsored courses and annual training programs, we invest in your long-term success. In addition to professional growth, we offer competitive benefits, including health, dental, and vision insurance, life insurance, paid time off, supplemental insurance, 401(k) plans, and paid holidays. From your first day with us to the road ahead, we're committed to fueling your growth and guiding your journey every mile of the way.