What are the responsibilities and job description for the Nelson Mazda Murfreesboro Finance Assistant Trainee position at Nelson Mazda?
Position Title: Finance Assistant Trainee
Location: Nelson Mazda Murfreesboro
Employment Type: Full-Time
Position Overview: We are looking for a driven and detail-oriented Finance Assistant Trainee to become an integral part of our team. This role demands exceptional attention to detail and the ability to thrive in a fast-paced environment with multiple dynamic priorities. The Finance Assistant Trainee plays a critical role in ensuring the efficient execution of financial processes, deal structuring, and delivering outstanding customer satisfaction for both New Mazda and Pre-Owned Vehicle transactions.
The ideal candidate will demonstrate a commitment to accuracy, promote effective cross-departmental collaboration, and contribute to creating an exceptional experience for both customers and employees.
Key Performance Indicators (NPI):
Ensure each deal is 100% complete with all signed documentation, lender stipulations met, and all money collected.
Ensure that each deal is completed within a specific given time frame to ensure guest satisfaction.
Ensure tag related documentation is complete and correct at the time of sale
Maintain a Sales Sales Satisfaction Score above 93%
Achieve 95% Connected Services penetration
Submit all deals to the office with full completion and accuracy
Primary Responsibilities:
Verify all sales for correct emails, addresses, rebates, and RDR types
Gain proficiency in finance systems (Dealertrack, DT DMS, etc.) and contract types (Purchase, Lease, Business, E-Contracting)
Rehash rates, deal structures, and product purchases with bank representatives
Ensure all deal documents meet checklist requirements and data accuracy
Collaborate effectively with sales and accounting teams
Follow up with bank funding departments to finalize contracts in transit
Submit deal structures and credit applications to lenders for approval
Minimize delays in accounting with complete and accurate paperwork
Expedite customer wait times by promptly submitting necessary terms
Maintain up-to-date knowledge of lender policies and maximums
Greet customers promptly and professionally
Process down payments via cash, check, or credit and ensure proper receipt
Complete month-end close processes, ensuring all deals are submitted to accounting by the second business day at noon
Work with Client Advisors to collect all required stipulations for non-funded deals
Maintain adequate supplies of necessary hard copy documents
Scan all deal documents into the DMS system
Verify all deal jacket documents required for funding are present before submission to accounting
Ensure accurate information for obtaining customer plates without delays
Facilitate customer request cancellations by completing appropriate documentation
Conduct A2Z menu presentations to maximize ancillary product offerings
Core Values:
Attitude of Excellence: Demonstrate a commitment to high standards and superior performance
Loyalty: Build and sustain trust within the team and with our customers
Character: Uphold integrity and accountability in all responsibilities
Qualifications:
4 year college degree preferred
Strong knowledge of finance systems and contract processes
Exceptional attention to detail and organizational skills
Excellent communication and collaboration abilities
Ability to work efficiently in a fast-paced environment
What We Offer:
Comprehensive benefits package that includes a broad spectrum of insurance products, matching 401k, Paid Time Off after 90 days of employment.
Opportunities for professional growth and development
A supportive and dynamic work environment.
Acknowledgments: By applying, you acknowledge and agree to perform the duties, achieve the outcomes, and uphold the standards outlined in this position.
Employer Commitment: We are committed to providing the resources, training, and support necessary to help you succeed in this role.
Nelson Auto Group is an Equal Opportunity Employer
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Location: Nelson Mazda Murfreesboro
Employment Type: Full-Time
Position Overview: We are looking for a driven and detail-oriented Finance Assistant Trainee to become an integral part of our team. This role demands exceptional attention to detail and the ability to thrive in a fast-paced environment with multiple dynamic priorities. The Finance Assistant Trainee plays a critical role in ensuring the efficient execution of financial processes, deal structuring, and delivering outstanding customer satisfaction for both New Mazda and Pre-Owned Vehicle transactions.
The ideal candidate will demonstrate a commitment to accuracy, promote effective cross-departmental collaboration, and contribute to creating an exceptional experience for both customers and employees.
Key Performance Indicators (NPI):
Ensure each deal is 100% complete with all signed documentation, lender stipulations met, and all money collected.
Ensure that each deal is completed within a specific given time frame to ensure guest satisfaction.
Ensure tag related documentation is complete and correct at the time of sale
Maintain a Sales Sales Satisfaction Score above 93%
Achieve 95% Connected Services penetration
Submit all deals to the office with full completion and accuracy
Primary Responsibilities:
Verify all sales for correct emails, addresses, rebates, and RDR types
Gain proficiency in finance systems (Dealertrack, DT DMS, etc.) and contract types (Purchase, Lease, Business, E-Contracting)
Rehash rates, deal structures, and product purchases with bank representatives
Ensure all deal documents meet checklist requirements and data accuracy
Collaborate effectively with sales and accounting teams
Follow up with bank funding departments to finalize contracts in transit
Submit deal structures and credit applications to lenders for approval
Minimize delays in accounting with complete and accurate paperwork
Expedite customer wait times by promptly submitting necessary terms
Maintain up-to-date knowledge of lender policies and maximums
Greet customers promptly and professionally
Process down payments via cash, check, or credit and ensure proper receipt
Complete month-end close processes, ensuring all deals are submitted to accounting by the second business day at noon
Work with Client Advisors to collect all required stipulations for non-funded deals
Maintain adequate supplies of necessary hard copy documents
Scan all deal documents into the DMS system
Verify all deal jacket documents required for funding are present before submission to accounting
Ensure accurate information for obtaining customer plates without delays
Facilitate customer request cancellations by completing appropriate documentation
Conduct A2Z menu presentations to maximize ancillary product offerings
Core Values:
Attitude of Excellence: Demonstrate a commitment to high standards and superior performance
Loyalty: Build and sustain trust within the team and with our customers
Character: Uphold integrity and accountability in all responsibilities
Qualifications:
4 year college degree preferred
Strong knowledge of finance systems and contract processes
Exceptional attention to detail and organizational skills
Excellent communication and collaboration abilities
Ability to work efficiently in a fast-paced environment
What We Offer:
Comprehensive benefits package that includes a broad spectrum of insurance products, matching 401k, Paid Time Off after 90 days of employment.
Opportunities for professional growth and development
A supportive and dynamic work environment.
- Full paid training
Acknowledgments: By applying, you acknowledge and agree to perform the duties, achieve the outcomes, and uphold the standards outlined in this position.
Employer Commitment: We are committed to providing the resources, training, and support necessary to help you succeed in this role.
Nelson Auto Group is an Equal Opportunity Employer
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.