Finance Secretary

Toyota of Rockwall

Rockwall, TX

Qualifications

• 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

Responsibilities

• 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.

Benefits

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

Job Description

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.

About the Company

The Jackson Automotive Group is a family owned and operated business since 2008. Toyota of Rockwall, TX is their very first dealership, and we take pride in being the first Gold LEED Certified Dealership in the nation. From finance to service, every part of our dealership is optimized to run as efficiently and eco-friendly as possible to minimize our carbon footprint. 

As a dealership, we are unwavering in our commitment to actively engage and contribute to the Rockwall community. Toyota of Rockwall proudly partners with Rockwall ISD for food drives and actively awards grants to local non-profit organizations in collaboration with Toyota Motor Sales. These initiatives demonstrate our dedication to making a tangible and positive impact on the community we serve. Through these partnerships and initiatives, we strive to foster a stronger and more compassionate community for everyone involved.