F&i Sales Executive

1 week ago


Johannesburg, Gauteng, South Africa Staff Solutions Full time
Compliance oriented

  • Do contracts on Xperteck
  • Securing files digital and hard copies
  • Pass compliance audits monthly and quarterly by Insurancewise and Moonstone
  • Yearly training to stay compliant with regulations (18 cpd points per year)
  • General reports for month end
  • Do sanction screening off deals before invoicing
  • General admin duties
  • Natis documents gets to relevant banks
  • Do customer visits and site inspections for banks
  • Signing of clients contracts either on site or off site
  • Follow up constantly with sales on the progress of deals as clients phones F&I to follow up on their deliveries and progress of trucks
  • Relationship building with Sales Executives
  • Support to Sales Executives
  • Complete process of finance from start to end with banks
  • Send POP to accounts and sales executives once payments on deals have been made
  • Daily banking allocations
  • Requesting settlements for clients and send them settlements once received
  • Attend any other meetings required to attend
  • Requesting deposits from clients when deals are approved on behalf of Sales
  • Prepare letter of undertakings to banks to get payments of trucks from banks
  • General customer queries / assistance / requests
  • Type and do approval letters to clients either bank or inhouse finance
  • Contracts for inhouse clients
  • Requesting contracts from banks and check them and make sure they are correct
  • Upload files on shared drive
  • Request DIC invoices from invoice clerks
  • Update deals on Signio
  • Send and receive Application documents to clients go through them and request outstanding info
from clients

  • Constant followup on banks for feedback
  • Sinosure deals approvals, contracts, credit reports
  • Do all other export deals except Zambia
- credit reports, approvals,approvals contracts

  • Assisting F&I Manager with all other duties that may arise

Requirements:

  • NQF Level 4 Financial Qualification
  • Full F&I Qualification
  • NCR Accreditation
  • RE5 Representative Accreditation
  • Minimum 5 years' experience in a similar role
  • Read and write in English and Afrikaans
  • Code 8 license
  • Team player
  • Confident and proactive approach anticipates issues and requirements

For more information please contact:
**Annine Keevy

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