F&I Sales Executive (Cross Border)

SUMMARY:

F&I Sales Executive (Cross Border)
Isando

Job Summary

POSITION INFO:

Job Description

• Compliance orientated
• Do contracts on Xperteck
• Securing files digitally and hard copies
• Yearly training to stay compliant with regulations (18 CPD points per year)
• General reports for month end
• Do sanction screening of deals before invoicing
• General admin duties
• NATIS documents sent to relevant banks
• Signing of client contracts either on site or off site
• Follow up constantly with sales on the progress of deals as clients phone F&I to follow up on deliveries and progress of trucks
• Relationship building with Sales Executives
• Support to Sales Executives
• Complete process of finance from start to end with banks
• Send POP to accounts and sales executives once payments on deals have been made
• Daily banking allocations
• Requesting settlements for clients and sending settlements once received
• Attend any other meetings required to attend
• Requesting deposits from clients when deals are approved on behalf of Sales
• Prepare letter of undertakings to banks to get payments of trucks from banks
• General customer queries / assistance / requests
• Type and do approval letters to clients either bank or in-house finance
• Contracts for in-house clients
• Requesting contracts from banks and checking them to ensure they are correct
• Upload files on shared drive
• Request DIC invoices from invoice clerks
• Send and receive application documents to clients, go through them and request outstanding information from clients
• Constant follow up on banks for feedback
• Credit reports motivation
• Assisting F&I Manager with all other duties that may arise

Minimum Requirements

• NQF Level 4 Financial Qualification – Full F&I Qualification
• NCR Accreditation
• RES Representative Accreditation
• Minimum 5 years’ experience in a similar role
• Read and write in English and Afrikaans
• Code 8 licence

Personal Attributes

• Team player
• Confident and proactive approach – anticipates issues and requirements