Finance and Insurance Sales Executive

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 off 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 in their deliveries and progress to trucks
• Relationship building with Sales Executives
• Support to Sales Executive 
• Complete process of finance from start to end with banks
• Send POP to accounts and sales executives once payments on deal 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&l Manager with all other duties that may arise

• NOF 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 licence

• Team player 
• Confident and proactive approach - anticipates issues and requirements