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Finance Manager

Job in Morgan Hill, Santa Clara County, California, 95038, USA
Listing for: The-Ford-Store-Morgan-Hill
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Financial Sales, Loan Officer / Lending
Salary/Wage Range or Industry Benchmark: 85000 - 125000 USD Yearly USD 85000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: FINANCE MANAGER
Finance Manager

Job Purpose:

Manage dealership finance and insurance operations while assisting customers with financing, vehicle protection products, and required sales documentation. The Finance Manager is responsible for delivering exceptional customer service, maintaining compliance with dealership and legal requirements, maximizing dealership profitability, and supporting overall dealership sales operations.

Key Responsibilities:

Finance & Insurance Operations Present financing options, extended service contracts, GAP coverage, maintenance plans, and other finance and insurance products to customers

Structure, submit, and finalize finance deals with lending institutions and finance sources

Obtain lender approvals and ensure accurate completion of all financing documentation

Prepare, review, and finalize contracts, title documents, lender paperwork, and related sales documentation

Verify accuracy of taxes, title information, registration documentation, and deal structure

Ensure all required paperwork is completed accurately and timely in accordance with dealership, lender, manufacturer, and legal requirements

Maintain compliance with all federal, state, local, and lender regulations related to finance and insurance transactions

Maintain strong relationships with finance sources, lenders, manufacturer representatives, and vendor partners

Assist with inventory protection products, aftermarket products, and dealership profitability initiatives

Customer Service & Sales Support Deliver exceptional customer service during all customer interactions

Clearly explain financing terms, contracts, products, and available options to customers

Handle customer concerns and questions professionally and courteously

Support customer satisfaction and customer retention efforts through professional communication and relationship-building

Work collaboratively with the Sales Department to support vehicle sales and dealership operations

Assist Sales Consultants and Sales Managers throughout the sales and delivery process as needed

Support delivery processes that create positive customer experiences and dealership loyalty

Promote dealership products, services, and protection programs while maintaining ethical sales practices

Administrative & Operational Responsibilities Maintain accurate records, reports, and finance documentation

Utilize dealership management systems (DMS), CRM systems, finance software, and lender portals effectively

Review and analyze department performance, profitability, and operational effectiveness

Attend dealership meetings, training sessions, and manufacturer or lender training as required

Follow dealership policies, procedures, operational standards, and confidentiality requirements

Maintain professional working relationships with customers, lenders, vendors, coworkers, and management

Uphold confidentiality regarding customer, employee, financial, and dealership information

Perform additional duties and responsibilities as assigned by management

Job Qualifications:

Required Qualifications Previous automotive finance manager or automotive sales management experience required

Strong communication, negotiation, and interpersonal skills

Strong customer service and relationship-building skills

Strong organizational, analytical, and problem-solving skills

Ability to multitask and perform effectively in a fast-paced dealership environment

Professional appearance and positive attitude

Ability to maintain accuracy and attention to detail while handling financial documentation

Basic computer proficiency required

Ability to learn and utilize dealership management systems (DMS), CRM systems, lender software, and finance platforms

Knowledge of finance, insurance, compliance, and dealership sales processes required

Dependable attendance and punctuality required

Ability to maintain confidentiality regarding customer, employee, financial, and dealership information

Ability to follow dealership policies, procedures, and compliance requirements

Valid driver’s license with acceptable driving record preferred

Ability to work evenings, weekends, and holidays as business needs require

Preferred Qualifications Previous Ford dealership experience preferred

Previous automotive F&I product sales experience preferred

Experience working with multiple lenders and finance sources preferred

Knowledge of federal, state, and local automotive finance compliance requirements preferred

Experience using dealership management systems (DMS), CRM systems, and finance software preferred

Strong track record of finance product sales and customer satisfaction preferred

Experience analyzing financial performance, deal structure, and profitability metrics preferred

Bilingual communication skills are a plus

Physical Requirements:

Ability to frequently stand, walk, sit, reach, and use hands for computer and finance-related functions

Ability to occasionally lift and move items up to 25 pounds

Ability to work in a fast-paced dealership environment

Ability to regularly use computers, phones, printers,…
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