Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
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Finance & Insurance Manager
Duties:
- Manage the finance and insurance business for Union Marine
- Provide exceptional customer service and build strong relationships with customers
- Conduct credit analysis and determine financing options for customers
- Process loan applications and accurately complete all necessary paperwork
- Negotiate terms and conditions with financial institutions to secure favorable rates for customers
- Assist customers with the financing process and ensure all necessary documentation is completed accurately
- Sell additional finance and insurance products to customers
- Collaborate with sales team to ensure smooth transaction process
- Maintain compliance with all federal, state, and local regulations, including TILA (Truth in Lending Act)
- Handle customer inquiries and resolve any finance-related issues
Qualifications:
- Previous experience in the finance industry. Prior dealership or real estate financing a plus.
- Strong knowledge of finance and insurance products, processes, and regulations
- Proficient in credit analysis and loan processing
- Excellent negotiation skills
- Ability to effectively communicate complex financial information to customers
- Strong mathematical skills for calculating loan terms, interest rates, etc.
- Detail-oriented with strong organizational skills
- Ability to meet deadlines and manage multiple tasks simultaneously.
Union Marine is the largest boat dealership in Washington State. We are in the business of helping our customers make their dreams of life on the water a reality. We offer a professional and friendly work atmosphere with a Tuesday through Saturday daytime work schedule that allows for a better work-life balance than many similar industries.
If you have a passion for customer service and the necessary skills and qualifications, we invite you to apply for the position of Finance & Insurance Manager and join our team.
Please note that only qualified candidates will be contacted for further consideration.
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Job Type: Full-time
Pay: $65,000.00 - $125,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to Commute:
Work Location: In person
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0 Finance & Insurance Manager jobs found in Seattle, WA area