Job Description

The Tresl Team has the mission to empower customers to live independent, fulfilling lives by connecting them with beneficial financial resources. We delight and help our customers engage with best-in-class auto loan solutions for refinancing and off-lease purchases on a daily basis. In this digital customer-facing role, your day-to-day work will directly impact customers' important financial decisions.

We are a creative, diverse, and analytical team, passionate about continuous learning around our customers. We value empathy for the customer experience, as well as a quantitative focus on driving business metrics. We hold ourselves accountable to our core values - the 5 C’s of IFS: Character, Customer-centricity, Compassion, Collaboration, & Courage.

GENERAL PURPOSE

The Finance Advisor is responsible for assisting customers with purchasing/refinancing leased or off-fleet vehicles and offering aftermarket products (extended warranty, gap insurance, tire and wheel protection) to protect their investments. Warm leads provided, no cold calling.

ESSENTIAL DUTIES/RESPONSIBILITIES

· Contact customers.

· Promote our lending services and offer financing/purchasing options to customers.

· Obtain leased vehicle payoff amounts, taxes, and lease payment details.

· Assist customers with completing credit applications.

· Submit credit applications to partner lending institutions that can best meet customer requirements.

· Provide customers with pre-approved lender option(s) and rates and assist them with selection.

· Promote and offer aftermarket products to all clients (extended warranty, gap insurance, tire and wheel protection) to protect their investment.

· Review paperwork (loan details and aftermarket product selections) with customers

· Manage vehicle refinancing leads to ensure customer and lender satisfaction.

· Provide excellent customer service by providing prompt, informed, professional, and accurate service and support.

· Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner.

· Consistently meet department sales, service, and quality standards that promote customer satisfaction and company growth.

· Ensure appropriate records are maintained and required reports are prepared.

· Perform other job duties as assigned.

JOB QUALIFICATIONS

Knowledge, Skill, and Ability:

· Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone.

· Excellent customer service and follow-up skills.

· Results-driven, highly motivated, self-starter.

· Strong organizational and time management skills.

· Proficient in MS Office (Word, Excel, Outlook).

· Understanding of customer-sensitive information protection protocols.

Education or Formal Training: Bachelors Degree OR equivalent experience.

Experience: 2+ years sales

WORKING ENVIRONMENT/PHYSICAL ACTIVITIES

Office environment. Must be able to work extended hours as the business dictates. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets.

The position requires manual dexterity, the ability to lift files and open filing cabinets.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.