Job Description Compliance orientated Do contracts on Xperteck Securing files digitally and hard copies Yearly training to stay compliant with regulations (18 CPD points per year) General reports for month end Do sanction screening of deals before invoicing General admin duties NATIS documents sent to relevant banks Signing of client contracts either on site or off site Follow up constantly with sales on the progress of deals as clients phone F&I to follow up on deliveries and progress of trucks Relationship building with Sales Executives Support to Sales Executives Complete process of finance from start to end with banks Send POP to accounts and sales executives once payments on deals have been made Daily banking allocations Requesting settlements for clients and sending settlements once received Attend any other meetings required to attend Requesting deposits from clients when deals are approved on behalf of Sales Prepare letter of undertakings to banks to get payments of trucks from banks General customer queries / assistance / requests Type and do approval letters to clients either bank or in-house finance Contracts for in-house clients Requesting contracts from banks and checking them to ensure they are correct Upload files on shared drive Request DIC invoices from invoice clerks Send and receive application documents to clients, go through them and request outstanding information from clients Constant follow up on banks for feedback Credit reports motivation Assisting F&I Manager with all other duties that may arise Minimum Requirements NQF Level 4 Financial Qualification Full F&I Qualification NCR Accreditation RES Representative Accreditation Minimum 5 years experience in a similar role Read and write in English and Afrikaans Code 8 licence Personal Attributes Team player Confident and proactive approach anticipates issues and requirements