F&i Sales Executive
6 months ago
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 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 -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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