Finance Writer - Kearny Mesa Subaru
Sunroad Automotive, San Diego, California, United States, 92189
Job Description
Posted Wednesday, February 11, 2026 at 11:00 AM
Non-exempt
Job Summary The Finance Writer is responsible for managing and facilitating the financial aspects of vehicle sales, including handling financing and leasing applications, assisting customers with financial options, and ensuring compliance with financial regulations. This role involves providing excellent customer service, processing transactions, and supporting the finance department in achieving its goals.
Essential Functions
Assist customers with the financing and leasing process by explaining available options, terms, and conditions.
Prepare and process loan and lease applications, ensuring that all required documentation is complete and accurate.
Work with banks, financial institutions, and manufacturers to secure financing and lease approvals for customers.
Provide exceptional customer service by addressing inquiries and concerns related to financing, leases, and financial documentation.
Guide customers through the financial paperwork, ensuring they understand the terms of their agreements and answer any questions they may have.
Follow up with customers as needed to ensure their satisfaction and resolve any post-transaction issues.
Ensure that all financial transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations.
Maintain accurate and organized records of all financing and lease agreements, payments, and customer interactions.
Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards.
Process financial transactions, including payments, refunds, and adjustments, in a timely and accurate manner.
Reconcile financial records and resolve discrepancies as needed.
Manage the preparation and submission of financial reports and summaries for management review.
Collaborate with sales staff and management to facilitate smooth processing of financial transactions and support sales efforts.
Work with other dealership departments, such as service and parts, to ensure a seamless customer experience.
Coordinate with external partners, such as financial institutions and insurance providers, to support financing and insurance arrangements.
Assist in the development and execution of finance-related marketing campaigns and promotions.
Provide insights and feedback on customer preferences and financial trends to help shape dealership strategies.
Stay updated with industry trends, financial regulations, and dealership procedures to maintain a high level of expertise.
Participate in training and professional development opportunities to enhance skills and knowledge related to finance and customer service.
Maintain satisfactory attendance. Performs other related duties as assigned.
Supervisory Responsibilities
None.
Qualifications Minimum Qualifications
Basic understanding of financial concepts, terminology, and industry trends (e.g., financial markets, investment strategies, personal finance, corporate finance).
Ability to simplify complex financial concepts for a general audience.
Experience researching financial topics and staying updated on industry news and trends.
Ability to lift up to 15 pounds.
Ability to perform all essential functions of the job description.
Preferred Qualifications
Bachelor's degree in Accounting, Economics, or Finance
Two years of automotive finance experience
Strong understanding of financing and leasing processes, as well as financial regulations and documentation.
Excellent customer service and communication skills.
Proficient in financial software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
Attention to detail with strong organizational and problem‑solving abilities.
Ability to maintain confidentiality and handle sensitive financial information.
Relevant financial certifications or licenses.
Physical Demands
Frequently stands, walks, sits; uses hands; frequently reaches with hands and arms; frequently talks and hears.
Occasionally climbs or balances; occasionally stoops, kneels, crouches, squats or crawls; occasionally lifts up to 15 pounds.
Prolonged periods sitting at a desk and working on a computer.
Office setting, within a dealership.
Climate controlled.
Noise level is moderate.
Employee Benefits Include
Medical Insurance
Vision Insurance
Employer Paid Life Insurance
Employer Paid AD&D
401k (with Employer match)
Vacation Package
Tenure recognition and awards
Vehicle Purchase Discount Program
Vehicle Service Discount Program
Golf Benefits at Maderas Golf Club (subject to qualification)
If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.
Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws.
We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.
Sunroad is an Equal Employment opportunity and Affi ... (continuation of EEO statement goes here; include all legal required statements with appropriate paragraphs).
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Non-exempt
Job Summary The Finance Writer is responsible for managing and facilitating the financial aspects of vehicle sales, including handling financing and leasing applications, assisting customers with financial options, and ensuring compliance with financial regulations. This role involves providing excellent customer service, processing transactions, and supporting the finance department in achieving its goals.
Essential Functions
Assist customers with the financing and leasing process by explaining available options, terms, and conditions.
Prepare and process loan and lease applications, ensuring that all required documentation is complete and accurate.
Work with banks, financial institutions, and manufacturers to secure financing and lease approvals for customers.
Provide exceptional customer service by addressing inquiries and concerns related to financing, leases, and financial documentation.
Guide customers through the financial paperwork, ensuring they understand the terms of their agreements and answer any questions they may have.
Follow up with customers as needed to ensure their satisfaction and resolve any post-transaction issues.
Ensure that all financial transactions and documentation comply with dealership policies, manufacturer guidelines, and legal regulations.
Maintain accurate and organized records of all financing and lease agreements, payments, and customer interactions.
Conduct regular audits of financial documentation and processes to ensure accuracy and adherence to standards.
Process financial transactions, including payments, refunds, and adjustments, in a timely and accurate manner.
Reconcile financial records and resolve discrepancies as needed.
Manage the preparation and submission of financial reports and summaries for management review.
Collaborate with sales staff and management to facilitate smooth processing of financial transactions and support sales efforts.
Work with other dealership departments, such as service and parts, to ensure a seamless customer experience.
Coordinate with external partners, such as financial institutions and insurance providers, to support financing and insurance arrangements.
Assist in the development and execution of finance-related marketing campaigns and promotions.
Provide insights and feedback on customer preferences and financial trends to help shape dealership strategies.
Stay updated with industry trends, financial regulations, and dealership procedures to maintain a high level of expertise.
Participate in training and professional development opportunities to enhance skills and knowledge related to finance and customer service.
Maintain satisfactory attendance. Performs other related duties as assigned.
Supervisory Responsibilities
None.
Qualifications Minimum Qualifications
Basic understanding of financial concepts, terminology, and industry trends (e.g., financial markets, investment strategies, personal finance, corporate finance).
Ability to simplify complex financial concepts for a general audience.
Experience researching financial topics and staying updated on industry news and trends.
Ability to lift up to 15 pounds.
Ability to perform all essential functions of the job description.
Preferred Qualifications
Bachelor's degree in Accounting, Economics, or Finance
Two years of automotive finance experience
Strong understanding of financing and leasing processes, as well as financial regulations and documentation.
Excellent customer service and communication skills.
Proficient in financial software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
Attention to detail with strong organizational and problem‑solving abilities.
Ability to maintain confidentiality and handle sensitive financial information.
Relevant financial certifications or licenses.
Physical Demands
Frequently stands, walks, sits; uses hands; frequently reaches with hands and arms; frequently talks and hears.
Occasionally climbs or balances; occasionally stoops, kneels, crouches, squats or crawls; occasionally lifts up to 15 pounds.
Prolonged periods sitting at a desk and working on a computer.
Office setting, within a dealership.
Climate controlled.
Noise level is moderate.
Employee Benefits Include
Medical Insurance
Vision Insurance
Employer Paid Life Insurance
Employer Paid AD&D
401k (with Employer match)
Vacation Package
Tenure recognition and awards
Vehicle Purchase Discount Program
Vehicle Service Discount Program
Golf Benefits at Maderas Golf Club (subject to qualification)
If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.
Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws.
We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.
Sunroad is an Equal Employment opportunity and Affi ... (continuation of EEO statement goes here; include all legal required statements with appropriate paragraphs).
#J-18808-Ljbffr