F & I Sales Executive (Cross Border)
2 weeks ago
**Job Description**:
Compliance oriented
Do contracts on **Xperteck**
Securing files digital and hard copies
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
Signing of clients contracts either on site or off site
Follow up constantly with sales on the progress of deals as client’s 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 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
Send and receive Application documents to clients go through them and request outstanding info from clients
Constant follow up on banks for feedback
Credit reports motivation
Assisting F&I Manager with all other duties that may arise
Minimum Requirements
- NQF Level 4 Financial Qualification - Full F& I Qualification
- NCR Accreditation
- RE5 Representative Accreditation
- Minimum 5 years’ experience in similar role
- Read and Write in English and Afrikaans
- Code 8 license
- Valid passport
- experience having travelled cross borde
**Skills**:
Relationship Building, Compliance, Invoicing, Aris, Banking
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