Job Description

The Automotive F&I (Finance & Insurance) Document Specialist is responsible for preparing deals to be sent to the Billing Clerk.

Duties and Responsibilities:

·       Submit paperwork to and obtain approval from finance sources on all finance deals.

·       Ensure that all required documentation is obtained and submitted to the finance source so that finance contract can be paid in a timely manner.

·       Work with Sales Manager to secure a reasonable profit from every sale.

·       Check all paperwork for correct title, lien information, taxes, etc.

·       Establish and meet monthly objectives.

·       Verify insurance with customers’ agents, obtain deposits, verify trade payoffs.

·       Must follow all company safety policies and procedures, and immediately report any and all accidents to a manager or supervisor.