Finance and Insurance Coordinator

Philippines

Full Time

Finance and Operations

Experienced

FINANCE AND INSURANCE COORDINATOR

Overview

A Finance and Insurance Coordinator works closely with both the customer and the sales team to help customer choose financing and insurance options. Their duties include customer service, paper work processing, bank/financing documentation and compliance to financial institutions.

DUTIES AND RESPONSIBILITIES

Working directly with Sales Consultant and customer to explain and recommended financing option.
Processing of loan applications for vehicle financing approval
Preparation of financing documentation for release
Validation of all submitted loan requirements is completed and correct.
Ensuring compliance of financing agreements/documentation must meet financial/bank regulations.
Maintain strong relationship with lending institutions to gain confidence and get competitive rates
Process insurance coverage for both bank/financing and LTO requirement.

QUALIFICATIONS:

Minimum experience of 3 years in as a finance and insurance coordinator or equivalent

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Finance and Insurance Coordinator

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