Financial Professional

About the Role

This is a full-time, on-site Financial Professional role based in Phoenix, AZ, representing Ford, Toyota, Lexus, Lincoln, Mazda, and Volkswagen dealerships. The role focuses on guiding customers through vehicle financing and insurance options, explaining terms clearly, and ensuring all documentation is accurate and compliant with company policies and regulatory requirements.

Key Responsibilities

• Reviewing credit applications
• Structuring finance and lease deals
• Preparing contracts
• Coordinating closely with sales teams to support a smooth purchase experience
• Presenting and explaining protection products
• Maintaining up-to-date knowledge of lender programs and incentives
• Monitoring deal profitability while prioritizing customer satisfaction
• Maintaining organized records
• Adhering to ethical standards
• Contributing to a collaborative, high-performing dealership environment

Requirements & Tech Stack

• Dealership management systems
• Standard office software
• Willingness to learn new tools and processes

Qualifications

• Strong Finance and Financial Planning skills to structure deals, evaluate options, and support customer decision-making.
• Analytical Skills and Financial Reporting capabilities to interpret data, track performance, and ensure accurate documentation.
• Clear and professional Communication skills to explain complex financial terms, collaborate with team members, and build trust with customers.
• Ability to work on-site in a fast-paced environment, manage multiple transactions, and maintain attention to detail.
• Relevant experience in automotive finance, banking, or consumer lending is beneficial.
• Knowledge of compliance requirements, credit processes, and lender guidelines is preferred.
• Associate or bachelor’s degree in business, finance, or a related field is helpful but not strictly required; equivalent experience will be considered.