Finance Secretary

Finance Secretary

Rockwall, TX

• High School Diploma/Equivalent or higher
• Must have basic computer skills
• Must have excellent phone and communication skills
• Dealership experience preferred
• Clear background, drug screen

• Verify all deal jackets for accuracy and completeness before submission.
• Ensure all required customer signatures, disclosures, and supporting documents are obtained.
• Input and maintain customer, lender, and vehicle information in the dealership management system (DMS).
• Submit completed finance packages to lenders and funding sources as directed.
• Track funding status and follow up on outstanding stipulations with lenders and customers.
• Maintain accurate records of funded and pending deals.
  
  Coordinate with the Sales, Accounting, and Title departments to ensure timely completion of transactions.
• Assist F&I Managers with preparing contracts, product paperwork, and compliance documents.
• Review deals for compliance with dealership policies and federal, state, and lender requirements.
• Scan, file, and maintain electronic and physical deal jackets in accordance with record retention policies.
• Answer incoming calls and assist customers with questions related to finance documentation.
• Schedule customer appointments for contract corrections or additional signatures when needed.
• Order and maintain office supplies for the F&I department.
• Maintain confidentiality of customer financial and personal information.
• Assist with dealership audits by organizing and providing requested documentation.
• Communicate professionally with lenders, vendors, and internal departments to resolve documentation issues.
• Monitor daily funding reports and notify management of outstanding or delayed funding.
• Perform other administrative duties as assigned by the F&I Director or General Sales Manager.

• Full-Time Benefits (Health, Vision, Dental, 401k, Life Insurance)

Toyota of Rockwall is seeking a highly motivated and proactive individual with excellent interpersonal skills and a genuine passion for interacting with people. This role is ideal for someone who thrives on creating positive customer experiences and contributes to fostering a welcoming and enjoyable atmosphere.

We welcome candidates with varying levels of experience, as we believe that individuals who possess the right qualities and are eager to contribute to the Toyota of Rockwall family can excel in this position.