Remote Automotive Finance Manager
Budget: $30 – $250 USD
I need a seasoned automotive finance manager who can take full ownership of our dealership’s finance desk from a completely virtual setup. You’ll log in from your own equipment, access our web-based loan origination platform and CRM, work directly with customers by phone or video, and keep every deal compliant with state and federal regulations.
Day to day you will shepherd each deal from credit application through funding, explaining terms, upselling protection products when appropriate, and documenting every step so underwriting and auditing are hassle-free. Your background should include hands-on experience with modern loan origination software and solid CRM habits; if you already have a favorite toolkit, that’s even better as long as it integrates smoothly with ours.
Deliverables I expect for each funded deal:
• Completed digital credit application with supporting documents uploaded
• Signed electronic contracts and ancillary product forms
• Compliance checklist filed (Red Flags, OFAC, privacy notices, etc.)
• Customer notes and follow-up tasks entered in the CRM
Everything happens remotely, so a reliable computer, secure internet connection, and a quiet workspace are mandatory. If you thrive on closing clean, fast, fully compliant deals without the commute, let’s talk about the first batch of applications waiting in the queue.
Day to day you will shepherd each deal from credit application through funding, explaining terms, upselling protection products when appropriate, and documenting every step so underwriting and auditing are hassle-free. Your background should include hands-on experience with modern loan origination software and solid CRM habits; if you already have a favorite toolkit, that’s even better as long as it integrates smoothly with ours.
Deliverables I expect for each funded deal:
• Completed digital credit application with supporting documents uploaded
• Signed electronic contracts and ancillary product forms
• Compliance checklist filed (Red Flags, OFAC, privacy notices, etc.)
• Customer notes and follow-up tasks entered in the CRM
Everything happens remotely, so a reliable computer, secure internet connection, and a quiet workspace are mandatory. If you thrive on closing clean, fast, fully compliant deals without the commute, let’s talk about the first batch of applications waiting in the queue.
Related categories:
Legal
Sales
CRM
Contracts
Legal Research
Compliance
Customer Service
Financial Analysis
Financial Consulting
Credit Analysis