Title: Finance & Insurance Manager
Department: Sales
Reports to: President
Job Objective:
To manage all equipment leasing transactions corporate wide, and enhance the internal process for all parties involved, to ensure customers receive the optimum financing available.
Responsibilities:
- Support the Sales Department with competitive and creative finance options for customers
- Negotiate competitive rates and financing programs
- Create lease spreadsheet proposals for customers
- Acquire credit approval from leasing company
- Communicate with customers to obtain all necessary information to secure optimum leasing quote from lenders
- Generate lease documents, and obtain required signatures from all necessary parties
- Ensure all completed lease documents are submitted in a timely manner
- Monitor and ensure proper funding of all transactions
- Keep the sales team informed on the status of current customer deals
- Oversee current book of business to maximize opportunities for all parties
- Manage lease end process for all customers
- Interface with the Used, Rental and Fleet departments to meet overall financial goals
- Ensure proper compliance regarding all federal, state and local regulations
- Build and maintain working relationships with lenders and product vendors
- Address customer questions and concerns in a professional manner
- Any other assigned duties.
Skills Required:
- Firm understanding of interest rates and residual values
- Strong mathematical aptitude
- Strong analytical ability and attention to detail
- Excellent written and oral communication skills
- Excellent computer skills, Word, Excel, Outlook
- Strong organization skills, and ability to multi-task
- Understanding of interest rates and residual values
- Ability to adhere to deadlines and adjust accordingly
- Complete knowledge of the product line and applications
- Desire to be proactive and create a positive experience for others
Education:
·Bachelor’s Degree Preferred
Experience:
·Three to five years related experience, or equivalent combination of education and experience