Finance Writer - BMW of Chula Vista

Job Description

Job Description

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Finance Writer - BMW of Chula Vista

Non-exempt

Job Summary:

The Finance Writer is responsible for managing and facilitating the financial aspects of vehicle sales, including handling financing and leasing applications, assisting customers with financial options, and ensuring compliance with financial regulations. This role involves providing excellent customer service, processing transactions, and supporting the finance department in achieving its goals.

Essential Functions:

• Assist customers with the financing and leasing process by explaining available options, terms, and conditions.
• Prepare and process loan and lease applications, ensuring that all required documentation is complete and accurate.
• Work with banks, financial institutions, and manufacturers to secure financing and lease approvals for customers.
• Provide exceptional customer service by addressing inquiries and concerns related to financing, leases, and financial documentation.
• Guide customers through the financial paperwork, ensuring they understand the terms of their agreements and answer any questions they may have.
• Follow up with customers as needed to ensure their satisfaction and resolve any post-transaction issues.
• Ensure that all financial transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations.
• Maintain accurate and organized records of all financing and lease agreements, payments, and customer interactions.
• Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards.
• Process financial transactions, including payments, refunds, and adjustments, in a timely and accurate manner.
• Reconcile financial records and resolve discrepancies as needed.
• Manage the preparation and submission of financial reports and summaries for management review.
• Collaborate with sales staff and management to facilitate smooth processing of financial transactions and support sales efforts.
• Work with other dealership departments, such as service and parts, to ensure a seamless customer experience.
• Coordinate with external partners, such as financial institutions and insurance providers, to support financing and insurance arrangements.
• Assist in the development and execution of finance-related marketing campaigns and promotions.
• Provide insights and feedback on customer preferences and financial trends to help shape dealership strategies.
• Stay updated with industry trends, financial regulations, and dealership procedures to maintain a high level of expertise.
• Participate in training and professional development opportunities to enhance skills and knowledge related to finance and customer service.
• Maintain satisfactory attendance.
• Performs other related duties as assigned.

Supervisory Responsibilities:

• None.

Qualifications:

Minimum Qualifications:

• Basic understanding of financial concepts, terminology, and industry trends (e.g., financial markets, investment strategies, personal finance, corporate finance).
• Ability to simplify complex financial concepts for a general audience.
• Experience researching financial topics and staying updated on industry news and trends.
• Valid state sales license.
• Ability to lift up to 15 pounds.
• Ability to perform all essential functions of the job description.

Preferred Qualifications

• Bachelor's degree in Accounting, Economics, or Finance
• Two years of automotive finance experience
• Strong understanding of financing and leasing processes, as well as financial regulations and documentation.
• Excellent customer service and communication skills.
• Proficient in financial software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
• Attention to detail with strong organizational and problem-solving abilities.
• Ability to maintain confidentiality and handle sensitive financial information.
• Relevant financial certifications or licenses.

Physical Demands:

• Frequently stands, walks, sits; uses hands; frequently reaches with hands and arms; frequently talks and hears.

• Occasionally climbs or balances; occasionally stoops, kneels, crouches, squats or crawls; occasionally lifts up to 15 pounds.
• Prolonged periods sitting at a desk and working on a computer.

Environment/Noise:

• Office setting, within a dealership.

• Climate controlled.

• Noise level is moderate.

Employee Benefits Include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employer Paid Life Insurance
• Employer Paid AD&D
• 401k (with Employer match)
• Vacation Package
• Tenure recognition and awards
• Vehicle Purchase Discount Program
• Vehicle Service Discount Program
• Golf Benefits at Maderas Golf Club (subject to qualification)

If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.

Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws.

We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.

Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection, race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws. Our Equal Employment Opportunity Policy applies equally to interns and volunteers.

Company Description

Founded in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities:

Company Description

Founded in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities: