Financing and Insurance Advisor

Job Description

REQUIREMENTS

• Experience of 2+ years in auto finance, banking, car dealerships, or loan processing operations preferred.
• Strong coordination skills across customers, bankers, and internal operations.
• Ability to handle multiple cases simultaneously under turnaround pressure.
• High documentation accuracy and process orientation.
• Strong communication, follow-up, and escalation judgment.
• Comfortable working across CRM, loan portals, internal trackers.

RESPONSIBILITIES

1. Post-Reservation Customer Management

• Act as the primary point of contact for customers after car reservation.
• Guide customers through financing, documentation, insurance, and registration processes.

2. Financing and banker coordination

• Collect customer financial documents post booking and submit the case to bankers.
• Directly coordinate with bankers and internal Team Leads to fast-track loan approvals.
• Ensure 100% documentation completeness for both financed and full-cash cases.
• Verify accuracy of submitted documents before banker processing.
• Own discrepancy resolution with customers and ensure timely resubmissions.
• Escalate cases tactically to reduce approval delays.
• Proactively follow up on any additional documents requirement, LPO generation, second set submission and disbursal operations.
• Maintain audit-ready records.

3. Insurance and registration coordination

• Coordinate insurance issuance in collaboration with partners.
• Ensure registration processes are tracked and completed within SLA.
• Align with internal QC and registration teams for delivery readiness.

4. Internal stakeholder coordination

Work closely with:

• Final QC & Inspection teams
• Registration & Logistics
• Banking Team Leads
• Ensure no handoff gaps between approval, registration, and delivery stages.

5. Delivery Enablement & Experience

• Track readiness for delivery across financing, registration, and QC clearance.
• Prevent bottlenecks that can delay physical delivery.
• Drive a hassle-free and predictable delivery experience for customers.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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