Financial Products

3 weeks ago

Fort Walton Beach FL United States Step One Automotive Group Llc Full time

Bi-Lingual Spanish-English candidates preferred

At Step One Automotive, we are committed to an environment where the customer is always treated with respect and dignity. Our team members are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. Above all, there is the highest standard of honesty and integrity when conducting business. Find out why we are a step above the rest Apply today

The Financial Products and Services Director oversees the development, management, and delivery of financial products and services in an organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties/Responsibilities

  • Relationship manager for all dealership lender, financial products, and compliance partners.
  • Work with lenders to provide updated agreements to In-House Legal Counsel.
  • Provide reconciliation support on financial product sales to CFO.
  • Provide cancellation support to our accounting teams.
  • Provide claim submission and payment support to our fixed operations teams.
  • Support F&I activity within the company.
  • Collaborate with General Managers (GMs) to optimize Finance and Insurance (F&I) department performance, focusing on Production per Vehicle Retailed (PVR) and product penetrations.
  • Partner with GMs to recruit new staff and minimize turnover in the F&I department.
  • Work with HR to ensure effective onboarding and training for new hires.
  • Assist GMs in evaluating and managing the F&I department.
  • Ensure adherence to all compliance policies and report any violations to the GM and COO.
  • Stay updated on federal and state regulations, including Red Flags, OFAC, Privacy Notice, credit applications, and safeguards.
  • Ensure all F&I staff are KPA Compliance certified.
  • Ensure new Finance and Insurance consultants are trained in company policies and systems, including but not limited to: F&I product training, Darwin menu training, and digital contracting training.
  • Continuously improve the skills of F&I staff through organized training sessions, including boot camps, Focus Meetings and Development visits.
  • Help with unresolved spot deliveries and/or Contracts in Transit (CITs).
  • Actively work with accounting to ensure deal cutoffs are being met, costs are set-up properly and F&I is being a good partner.
  • Maintain strong relationships with lenders to meet their expectations.
  • Assist with desking practices and deal flow management.
  • Ensure minimal product leakage and maximize relationships with The McDavid Group by working closely with their field force.
  • Monitor and resolve any Customer Satisfaction Index (CSI) issues related to finance.
  • Provide regular reporting to General Manager, COO, and other stakeholders to include activity detail, accomplishments, insights and other evaluations.
  • Perform all other duties and special projects as assigned.

Required Skills/Abilities

  • Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, Teams, PowerPoint, Project, Visio, SharePoint etc.)
  • A leader who respects the customer and their team, empowering the team to grow and excel.
  • Self-motivated, believes in accountability, focuses on results, makes plans and follows through holding self and others accountable, results focused.
  • Demonstrates humility, shares best practices, focuses on continuous improvement.
  • Thrives as a constructive collaborative member of a team, stays positive, lives our values.
  • Values personal integrity and does the right thing.
  • Establishes measurable results, objectives and milestones for self and others.
  • Develops successors and talent pools.
  • Excellent organizational and time management skills, with a proven ability to meet deadlines.
  • Excellent analytical and critical thinking skills.
  • Ability to prioritize tasks and to delegate them when appropriate.
  • Adjusts quickly to new or changing work environment.
  • Decisions are guided by discipline and/or business strategies and priorities.
  • Superior verbal and written communication skills.
  • Excellent interpersonal, counseling, and negotiation skills.
  • Influences superiors and can sell their ideas to the organization.
  • Excellent presentation skills.
  • Effectively coaches, gives performance feedback and provides development opportunities within related multiple areas or departments and/or function(s).
  • Inspires teams success by creating the right working climate.

Education and Experience

  • 10+ years experience and extensive knowledge within Automotive Retail.
  • 5+ years experience in Automotive F&I departments.
  • Thorough understanding of federal and state regulations affecting automotive finance, including Red Flags, OFAC, Privacy Notices, and credit application.
  • Dealertrack DMS experience strongly preferred.
  • Must be able to pass a background check, drug screening, and Motor Vehicle Report.

Benefits:

  • Medical, Dental, Vision, and AFLAC Supplemental Insurance
  • Company Paid Life Insurance, Employee Assistance Program, and college courses.
  • 401(k) with Company Matching after 6 months.
  • Paid Time Off and Paid Holidays.
  • Family-owned dealer group
  • Salary plus monthly bonuses
  • Company Vehicle Provided
  • Opportunity for unlimited growth
  • No Sundays

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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