Analyst - F&I in Houston, TX at Doggett Equipment Services Group

Date Posted: 9/16/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Houston, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/16/2020

Job Description





Classification
Exempt

Job Summary
This position will assist all aspects relating to the customer’s procurement of various financing avenues

Essential Functions
• Coordinate and secure financing from external financing options
• Responsible for financial data entry & credit processing of new applications for credit
• Prepare finance documents for signing
• Responsible for routinely filing and maintaining files
• Monitor and ensure the accuracy of all manufacturers and lenders finance programs to assist Managers in providing the clearest financing alternatives available for the customer
• Analyze and prepare various lease and installment quotes for sales representatives in order to ensure accuracy and compliance with industry standards
• Daily communication with Customers, managers, coordinators and other outside lending contacts
• Conduct business in an ethical and professional manner

Qualifications
• Previous equipment industry, banking or insurance industry experience preferred
• Minimum 2 years related experience and/or training or equivalent combination of education and experience
• Active license for property and casualty insurance preferred
• Professional appearance and work ethic
• Excellent communication and interpersonal skills
• Great ability to pay attention to detail
• Superior organizational and customer service skills
• Ability to manage detailed paperwork
• Proficient in Microsoft Office
• Thorough understanding of F&I Procedures
• Ability to read, analyze, and interpret common financial reports, and legal documents
• Must be able to work with mathematical concepts and apply concepts such as fractions, percentages, ratios, and proportions to practical situations
• Self-driven and motivated to achieve results

Travel Requirements
None

Education
Bachelor’s degree preferred in Finance, Accounting, Administration or related field required

The F&I Analyst must perform the essential duties and responsibilities with or without reasonable accommodation efficiently and accurately, and without causing significant safety threat to self or others. The statements made herein are intended to describe the general nature and level of work being performed by employees assigned to this job classification. They are not intended to be construed as an exhaustive and inclusive list of all responsibilities, duties, and/or skills required of personnel so classified.

Doggett is an Equal Employment Opportunity Employer


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