F&I Sales Executive (cross border) - Johannesburg
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 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 • 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
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