Finance Assistant - Kearny Mesa Ford/Kia

Finance Assistant - Kearny Mesa Ford/Kia Non-Exempt     Job Summary: The Finance Assistant supports the finance department by handling a range of administrative and financial tasks. This role involves assisting with loan and lease documentation, processing transactions, maintaining financial records, and providing customer service related to financial matters. The Finance Assistant plays a key role in ensuring smooth and efficient financial operations within the dealership. Essential Functions: Assist in preparing and processing loan and lease applications, ensuring all required documentation is complete and accurate. Process and verify financial transactions, including payments, refunds, and adjustments. Coordinate with banks and financial institutions to facilitate financing and leasing arrangements for customers. Provide excellent customer service by addressing customer inquiries related to financing, leases, and financial documentation. Explain financing options, terms, and conditions to customers in a clear and professional manner. Assist customers with the completion of financial paperwork and ensure they understand the terms of their agreements. Maintain and organize financial records, including contracts, payment histories, and other relevant documents. Ensure that all financial records are kept confidential and comply with legal and dealership standards. Update and manage electronic and physical filing systems for easy retrieval and accurate record-keeping. Assist in preparing financial reports and summaries for management review. Reconcile financial statements, accounts, and reports to ensure accuracy and resolve discrepancies. Monitor and track financial transactions to ensure they align with dealership policies and procedures. Ensure compliance with all relevant financial regulations, dealership policies, and manufacturer guidelines. Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards. Stay updated with changes in financial regulations and industry practices to maintain compliance. Work closely with the finance team, sales staff, and management to support financial operations and customer transactions. Collaborate with other departments to facilitate smooth processing of financial and vehicle-related transactions. Assist in training new finance staff on dealership procedures and systems. Perform general administrative tasks, such as answering phones, scheduling appointments, and managing correspondence. Assist with other office duties and special projects as assigned by the Finance Manager or Director. Maintain satisfactory attendance. Perform other related duties as assigned. Supervisory Responsibilities: None Qualifications: Minimum Qualifications: Minimum 1 year bookkeeping or auditing experience. Ability to lift up 25 pounds. Ability to perform all essential functions of the job description. Preferred Qualifications: Strong organizational and multitasking abilities. Excellent communication and interpersonal skills. Proficient in financial software, Microsoft Office Suite (Excel, Word, Outlook), and general office equipment. Attention to detail and accuracy in handling financial documentation and transactions. Ability to maintain confidentiality and handle sensitive information. Physical Demands: Frequently stands, walks, sits; uses hands; frequently reaches with hands and arms; frequently talks and hears. Occasionally climbs or balances; occasionally stoops, kneels, crouches, squats or crawls; occasionally lifts up to 25 pounds. Prolonged periods sitting at a desk and working on a computer.  Environment/Noise: Office setting, typically within a dealership. Climate controlled. Noise level is moderate.   Employee Benefits Include: Medical, Dental, & Vision Insurance Employer Paid Life Insurance Employer Paid AD&D 401k (with Employer match) Generous Vacation Package Inter-Company Transfers and Promotion Opportunities Tenure recognition and awards Vehicle Purchase Discount Program Vehicle Service Discount Program Golf Benefits at Maderas Golf Club (subject to qualification)     If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws.  We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection,  race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws.  Our Equal Employment Opportunity Policy applies equally to interns and volunteers.