Finance Manager

O’Gara Westlake
Westlake Village, California


Full Time

Westlake Village, CA, US

The Finance Manager is responsible for helping customers obtain the financing they need to purchase the vehicle of their choice.  The Finance Managers also present and encourage the purchase of products sold by the dealership.


  • High school diploma or equivalent
  • Association of Finance and Insurance Professionals (AFIP) certification or ability to complete course within 90 days of employment
  • Valid California driver’s license and insurable
  • Proven understanding of vehicle financing and proven sales closing technique experience
  • Previous finance or sales experience a plus
  • ADP/CDK experience a plus
  • Knowledge of Dealersocket CRM preferred
  • Effective communication skills in dealing with customers, employees, and business partners; ability to communicate enthusiasm for vehicle brands
  • Excellent customer service, interpersonal, and verbal and written communication skills
  • Attention to detail, excellent organizational skills, superior time management skills, ability to work as a team and with minimal supervision
  • Flexible and ability to adapt to the demands of business needs
  • Able to acquire any additional proper licensing and certifications


  • Stay current and maintain proficiency with DMV regulations, processes, and procedures, including locating and applying California state law governing the titling and registration of vehicles
  • Ensure compliance with consumer disclosure laws applicable to financial products and service providers, including The Truth in Lending Act, Equal Credit Opportunity Act, Rees-Levering Motor Vehicle Sales & Finance Act, and California’s Vehicle Leasing Act
  • Safeguard confidentiality of customer information by compliance with the federal and state privacy and data protection laws, including The Fair Credit Reporting Act, Gramm-Leach-Bliley Act, Fair & Accurate Credit transactions Act, and The Red Flags Rule
  • Establish and maintain positive working relationships with all sources of finance and insurance products, including factory, vehicle lenders, and third-party vendors
  • Maintain comprehensive and current knowledge of the entire finance and insurance portfolio available to customers, including lease specials, finance rates, service contracts, prepaid maintenance, GAP insurance, tire & wheel protection, key replacement, interior & exterior protection, anti-theft products, lease damage waivers, engine warranties, and bundled ancillary products
  • Learn, update, and comply with all policies and procedures promulgated by vehicle manufacturers, lenders, and third-party vendors, including participation in trainings required by dealer, manufacturers, and lenders
  • Persuasively present finance and insurance products to customers by detailing available options to enhance vehicle ownership or leasing experience thereby achieving product penetration targets
  • Verify accuracy of deal structures to ensure compliance with lender program guidelines, policies, and procedures prior to contracting with customers and submitting to lenders for approval; ensure deal paperwork is completed accurately and is compliant with local, state, and federal guidelines
  • Package deals with required documentation to ensure timely funding of contracts, prompt completion of titling/registration processes, and delivery of deal files to dealer business office
  • Submit deals to lenders for approval, including knowledge and competency with various electronic submission formats used by lenders, whether through encrypted email, portals or Dealertrack, BMWFS and any other Lender Portals used by Company
  • Review and inspect the flow of the F&I department’s paperwork daily to ensure timely turnaround on all deals as well as the accuracy of all documents produced within department
  • Ensure that all funds are collected from customers for each transaction, including observance of and compliance with dealer guidelines for safekeeping of funds
  • Attend, complete and maintain all manufacturers required training to stay compliant with their requirements under dealer agreements
  • Must keep updated AFIP, Association of Finance and Insurance Professionals (AFIB) training
  • Understand and utilize a menu selling system determined by the dealership
  • Perform other job-related duties as assigned by corporate management


  • Health, Dental and Vision coverage for employee
  • 401k Plan
  • Paid time off
  • Paid training, growth opportunities
  • Employee vehicle purchase plans
  • Discounts on products and services
  • Long term job security

COMPENSATION: minimum wage plus commissions 

We are committed to an inclusive environment for all employees and applicants and will make all employment-related decisions without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability or veteran status

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