What are the responsibilities and job description for the SALES FINANCE ASSIST position at BOZARD FORD CO?
Core Responsibilities
Customer-Centric Support
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Assist in preparing finance paperwork and ensuring accurate deal jacket documentation
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Support the delivery process with digital product registration
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Assist in customer calls
Documentation & Compliance
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Assist in scanning, and submitting required documents including driver’s licenses, insurance, payoff information, etc.
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Maintain compliance with dealership and manufacturer standards for contracts and paperwork
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Review finance deal files for completeness before submission
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Track funding statuses and communicate needs to Finance Managers
Team Collaboration
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Work directly with Sales and Finance teams to prepare folders and documentation ahead of customer arrival
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Communicate clearly with lenders and vendors as needed to support the Finance Department
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Assist with scheduling customers for finance or delivery coordination
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Follow up on outstanding items related to funding and titling
Systems & Process Support
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Use dealership systems such as Reynolds, AutoFi, RouteOne, FMC, Smart Vincent or Dealertrack to assist in customer profiles or contract documentation
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Enter and update deal status trackers and lender portals
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Monitor digital inboxes and customer portals for submitted documentation
Qualifications & Skills
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Previous experience in automotive, administrative, or finance-related roles preferred
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Strong attention to detail and organizational skills
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Excellent written and verbal communication
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Professional, warm, and guest-first demeanor
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Proficient in Microsoft Office and dealership software systems
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High integrity and a great team member
How You Make a Difference
This role directly contributes to the guest experience by eliminating delays, improving accuracy, and reinforcing our brand’s commitment to excellence and integrity. A great Finance Assistant ensures every guest feels confident and valued, and every deal is clean and fundable.
How Contribution is Measured
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Deal submission accuracy and timeliness
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Guest satisfaction with the Finance process
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Adherence to Bozard’s culture and brand standards