F&I Assistant

Description

**Job Profile – F&I (Financing and Insurance) Assistant – Automotive Industry** **Position:** F&I Assistant **Department:** Sales / F&I **Reports to:** F&I Coordinator **Position Objective:** Provide administrative and operational support to the F&I department, ensuring proper tracking of processes related to financing, insurance, and customer files, thereby guaranteeing efficient service and compliance with procedures established by the dealership and financial institutions. **Functions and Responsibilities:** * Compile, review, and validate customer files for financing and insurance processes. * Track credit applications with financial institutions and banks. * Enter and update information in internal systems and financial institution platforms. * Request and follow up on missing customer documentation. * Assist in managing and issuing insurance policies. * Maintain control and safeguard physical and digital files. * Coordinate contract and related document signings. * Track the status of authorizations and release of transactions. * Support the sales department with information related to financing processes. * Prepare administrative reports and controls for the department. * Ensure compliance with internal policies and guidelines from financial institutions and insurers. **Education:** * Completed high school diploma or incomplete/completed bachelor’s degree in Administration, Accounting, Finance, Marketing, or related fields. **Experience:** * Minimum 1–2 years in administrative or support roles within F&I in the automotive industry. * Experience handling customer files and tracking credit processes. * Prior experience at automotive dealerships is desirable. **Technical Knowledge:** * Automotive financing processes. * Compilation and validation of customer files. * Interaction with insurance companies and financial institutions. * Document management. * Proficiency in Excel and Microsoft Office suite. * Experience using CRM or automotive administrative systems (desirable). **Competencies and Skills:** * Organization and follow-up. * Attention to detail. * Effective communication. * Customer service orientation. * Ability to work under pressure. * Proactivity. * Sense of urgency. * Teamwork. **Additional Requirements:** * Excellent personal presentation. * Strong interpersonal skills with customers and internal teams. * Flexible working hours. * Prior knowledge of the automotive sector is desirable. **Performance Indicators (KPIs):** * Complete and error-free customer files. * Timeliness of transaction tracking and release. * Level of administrative compliance. * Prompt follow-up on requests and documentation. * Reduction of data entry and process errors. Salary: $10,000.00 per month Work Location: On-site employment