- Junior
- Ufficio in Lewisville
F&I Assistant
POSITION SUMMARY
As an F&I Assistant, you will support the finance and insurance department by assisting with documentation, compliance, and customer service related to boat sales, financing, and insurance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Duties (Most Important to Least Important) |
Assist the F&I manager with the preparation or loan and insurance documentation. |
Verify and organize all necessary paperwork. Ensure all data is entered into F&I and dealership management systems. |
Maintain compliance with federal, state, and corporate guidelines.
|
Follow up with lenders, insurance companies, and customers as needed. |
Handle contracts, title work, and service agreements as needed. |
Assist with customer questions regarding financing and insurance options as needed. |
Any other duties as assigned. |
SKILLS
- Strong attention to detail and organizational skills
- Excellent communication and customer service skills
- Ability to handle confidential information
- Proficiency in Microsoft Office
QUALIFICATIONS / REQUIREMENTS
- High school diploma or equivalent required; associate degree preferred.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Remaining in a stationary position, often standing or sitting for prolonged periods
- Communicating with others to exchange information
- Hearing/Seeing/Talking
- Assessing the accuracy, neatness, and thoroughness of the work assigned
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
How would you best describe the environmental demands for this position?
- No adverse environmental conditions are excepted
How would you best describe the physical demands for this position?
- Sedentary work that primarily involves sitting/standing
OneWater Marine is an Equal Opportunity Employer and complies with ADA regulations as applicable.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
