Finance & Insurance (F&i) Executive (Cross Border)

3 weeks ago


Johannesburg, South Africa Select Motor Recruitment Full time

**RESPONSIBILITIES**:
Coordinate post-delivery conditions with sales, clients, banks
Do contracts on Xperteck
Providing sales with correspondence in respect to vehicle registrations as required per country specific vehicle licensing offices
Sanction screening of files before invoicing
Validate contractual documents and supporting security documents being correctly signed either on site or off site
Follow up constantly with sales on the progress of deals as clients call 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 upon payment of deals
Daily banking allocations
Request settlements for clients and send them settlements if required
Attend meetings where required
Request deposits from clients when deals are approved on behalf of sales
Prepare letter of undertakings to banks to get payments of trucks from banks
Type and do approvals letters to clients with bank or in-house finance
General client queries
Contracts for in-house clients
Request contracts from banks and verify them as correct
Upload files on shared drive
Request DIC invoices from invoice clerks
Credit report motivations
Ensuring conditions of loan with pre-delivery conditions having been met / Compliance orientated
Prepare release note with confirmation of pre-delivery conditions being met
Prepare file for audit and have signed off by respective managers
Ensure digital filing of hard and soft copy files for record and audit purposes
Yearly training to stay complaint with regulations (18cpd Points per year)
Asset Management
Release of Natis Documents
- follow process in respect to release of Natis, maintain a file in respect to release of Natis
Updating and timely distribution of Department Reports
Ensure to maintain an efficient filing system, filing up to date
General Administrative duties
Special project work as required

**REQUIREMENTS**:
NQF Level 4 - Financial qualification - Full F&I Qualification
NCR qualification
RE5 Representative Accreditation
Cross border travelling experience essential
Team Player
Confident and Proactive
Minimum of 5 years’ experience in similar role
Code 8 drivers license
Automotive Industry Experience a Must

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 Friday 23rd February 2024


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