Top 3 Loan assistant Jobs in Ocala, Fl

Finance & Insurance Manager
Jenkins Sales & Service Center —Ocala, FL
- Full-time
- Dealership
- Mid-level
- Disability insurance
- Health insurance
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Finance & Insurance Manager
Jenkins Kia of Ocala —Ocala, FL
- Full-time
- Dealership
- Mid-level
- Disability insurance
- Health insurance
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Ocala / The Villages Loan Originator (FL)
PrimeLending —Ocala, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED

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Reviews customer credit application and credit report. The mission of the F&I Manager is to present and articulate a menu of credit service options to the…
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Finance & Insurance Manager

Jenkins Sales & Service Center
Ocala, FL

Quick Apply

Job Details

Full-time

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Bereavement leave

Qualifications

Closing coordination
Deal closing
Document preparation (loan closing)
Customer communication
Financial sales
Financial services customer support
Financing agreements
Safety protocol adherence
Client rapport building
Mid-level
Compliance documentation
Coordination (loan closing)
Credit history review
Credit report review
Automotive financing options
Customer support for financial loans
Credit report analysis
Relationship building in financial sales
Automotive sales deal closing
Automotive financing assistance
Closing sales
Financial compliance

Full Job Description

Job Summary:

Working as a key member of our team, the F&I Manager routinely collaborates with the sales team and general manager in order to maintain leading-edge currency and directly consults with our customers. The successful F&I Manager maintains a high manufacturer-required CSI by maintaining an outstanding customer service delivery level within strict legal compliance and with unwavering ethics.

He/she achieves this by providing a true value-add to the closing support function of the sales life cycle. First and foremost, the ideal F&I Manager is a superior communicator who is expert at building customer rapport and effecting profitable closure for the enterprise.

The mission of the F&I Manager is to present and articulate a menu of credit service options to the customer in order to optimize the transaction, and to also offer product protection choices in support of the purchase.

Benefits:

Medical- 4 plans (BCBS)
Dental
Vision
Term Life
Company-paid Term Life
STD/LTD
Accident indemnity rider
PTO / Sick days (annually)
401(k) with an employer match
Employee Assistant Program
FMLA / Maternity/Paternity Leave
Bereavement Leave

Essential Functions: (Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge, skills and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.)

Duties and Responsibilities:

The following is a representative list of the duties and responsibilities associated with this position:

Reviews customer credit application and credit report
Presents financing options in a clear and concise fashion
Prepares loan documents
Prepares delivery documentation
Prepares DMV documents
Prepares other state and federal documents as appropriate
Acts as facilitator for any questions that may arise during the process
Collaborates with dealership team to stay leading-edge sharp
Maintains currency with regard to all financial instruments and value-add products/services
Adhere to all company policies, procedures and safety standards
Perform other duties as assigned

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

Sitting: Remaining in the seated position
Feel / Touch: Picking, pinching, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling
Talking: Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or to the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly

Environmental Conditions: Be able to work in a climate-controlled environment

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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loan assistant jobs in ocala, fl

Finance & Insurance Manager

Finance & Insurance Manager

Ocala / The Villages Loan Originator (FL)

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