Finance and Insurance Manager

Averitt Express • Part-time • Remote (US) • $54.04k - $65.08k / year • 3w ago

Overview

Join our dynamic team as a Finance and Insurance (F&I) Manager, where you will play a pivotal role in guiding customers through the financing and insurance process, ensuring a seamless and positive experience. This energetic position offers the opportunity to leverage your expertise in automotive financing, customer relationship management, and regulatory compliance to drive sales and foster long-term client relationships. As an F&I Manager, you will be instrumental in structuring deals, upselling appropriate products, and maintaining adherence to industry standards—all while contributing to our dealership’s success and growth.

Responsibilities

Engage with customers to understand their financial needs and present tailored automotive financing options, including loans and leasing plans.
Conduct thorough credit analysis to determine eligibility, ensuring compliance with all loan regulations such as TILA (Truth in Lending Act) and automotive sales industry regulations.
Structure deals efficiently by coordinating with lenders, title processing teams, and dealership staff to facilitate smooth transaction flow.
Upsell insurance products, extended warranties, service contracts, and other ancillary offerings that add value for customers while meeting dealership sales goals.
Maintain accurate documentation of all transactions using financial software and ensure all contracts meet legal standards and dealership policies.
Communicate clearly with clients regarding loan terms, payment options, and regulatory requirements while providing exceptional customer service throughout the process.
Stay informed about industry knowledge of financial regulations, including credit analysis techniques, loan processing procedures, and compliance with federal and state laws such as TILA.

Qualifications

Proven experience as a Loan Officer or in a similar role within the automotive sales industry; dealership experience is highly preferred.
Strong knowledge of automotive financing, insurance products, and related legal regulations including TILA, Title processing, and financial regulatory compliance.
Excellent customer relationship management skills with the ability to communicate complex financial information clearly and confidently.
Demonstrated ability in deal structuring, negotiation, upselling techniques, and closing sales effectively.
Proficiency with financial software systems such as CDK or equivalent platforms; basic math skills including 10-key typing are essential for accurate transaction processing.
Familiarity with automotive sales industry regulations, credit analysis methods, and contract management processes.
Ability to handle multiple tasks efficiently while maintaining attention to detail in a fast-paced environment.

Embark on a rewarding career where your expertise directly impacts customer satisfaction and dealership success! We are committed to fostering an inclusive environment that values your skills in finance, negotiation, and client service—helping us deliver exceptional experiences every day.

Pay: $54,042.67 - $65,083.65 per year

Work Location: Remote