Premier Truck Group

Financial Services Assistant

Premier Truck Group

full-time

Posted on:

Location Type: Office

Location: North Dallas • Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Accept, log and submit credit applications.
  • Administer and sell finance and insurance products.
  • Create customer and insurance files and paperwork.
  • Administer finance and insurance reserves.
  • Manage accounting, checks, refunds, and wire transfers.
  • Administer all titles and MSO’s in addition to truck files.
  • Create truck sales paperwork and submit paperwork to financial sources.
  • Maintain monthly sales and statistic reports for the accounting department and appropriate management.
  • Quote payments and payoffs on trade trucks.
  • Administer sales programs available and provide information to the sales force.
  • Create approval or rejection slips for salespersons and management.
  • Manage truck receivables and A/P temporary schedule which applies to insurance receivables.
  • Maintain positive communications/relationships with finance and insurance representatives.
  • Responsible for keeping the F&I Department current with State and Federal finance and insurance regulations.
  • Perform all other duties as assigned.

Requirements

  • A high school diploma or GED is required.
  • A minimum of three years’ experience in credit, financing and insurance is preferred.
  • Combination of education, training or experience that provides the required knowledge, skills and abilities will be considered.
  • A valid driver’s license is required.
  • Insurance License (Credit Life and Property Casualty) is required.
Benefits
  • Employee Discounts
  • Medical, Dental, and Vision Insurance
  • Life Insurance
  • Employee Assistant Programs
  • Paid Holidays and Paid Time Off
  • 401k Plan with Employer Match
  • Training
  • Work-Life Balance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
credit applicationsfinance productsinsurance productsaccountingsales paperworkmonthly sales reportspayment quotesreceivables managementA/P schedulingregulatory compliance
Soft skills
communicationrelationship management
Certifications
high school diplomaGEDdriver's licenseinsurance licenseCredit Life licenseProperty Casualty license