Nelson Mazda Murfreesboro Finance Assistant Trainee

About the role

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

• 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 Satisfaction Score above 93%
• Achieve 95%+ Connected Services penetration
• Submit all deals to the office with full completion and accuracy

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

• Opportunities for professional growth and development
• A supportive and dynamic work environment