Document Specialist - Fort Mill Ford

Job Description

The Automotive F&I (Finance & Insurance) Secretary 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.