Finance and Insurance Business Administrator

2 weeks ago


Johannesburg, Gauteng, South Africa Select Motor Recruitment Full time

KEY FUNCTIONS
Report to the Finance and Insurance Manager
Assist with Business development by cold calling and arranging finance for possible new deals
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 of deals before invoicing
General admin duties
Natis documents sent/given to relevant banks
Do customer visits and site inspections for banks as requested
Signing of clients contracts either on site or off site
Follow up constantly with sales on the progress of deals as clients phone the 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
Requesting deposits from clients when deals are approved on behalf of the sales team
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 in-house finance
Contracts for in-house 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 follow up on banks for feedback
Sinosure deals - Credit reports, approvals, contracts
Do all other export deals except Zambia

  • Credit reports, approvals and contracts
Assisting Finance and Insurance Manager with all other duties that may arise.

REQUIREMENTS:

NQF Level 4 Financial Qualification -Full F& I Qualification
NCR Accreditation
RE5 Representative Accreditation
Signio and Xperteck and Sinosure experience
Minimum 5 years experience in similar role
Read and Write in English and Afrikaans
Code 8 licence
Automotive Industry Experience

If you are interested and have the required SKILLS and EXPERIENCE according to the job spec, please
UPLOAD your current, updated CV on our Website using the following link:

  • If you have not heard from us within 14 days from submission of your CV to us, you can assume you have not been successful
Applications should be submitted no later than Thursday 16th November 2023

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