Document Specialist-Bmw Of Fort Myers

Job Description
The Automotive F&
I (Finance &
Insurance)Secretary is responsible for preparing deals to be sent to the Billing Clerk.
Duties and Responsibilities:
· Submit paperwork to and obtain approval from finance sources on all finance deals.
· Ensure that all required documentation is obtained and submitted to the finance source so that finance contract can be paid in a timely manner.
· Work with Sales Manager to secure a reasonable profit from every sale.
· Check all paperwork for correct title, lien information, taxes, etc.
· Establish and meet monthly objectives.
· Verify insurance with customers’ agents, obtain deposits, verify trade payoffs.
· Must follow all company safety policies and procedures, and immediately report any and all accidents to a manager or supervisor.