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Finance Representative / F&I Representative

Ocala Tractor LLC Eustis, FL

Eustis, FL

Today

$0k - $0k/yr Full time Automotive Finance Automotive Finance & Insurance Automotive Finance Manager

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Job Description

Ocala Tractor LLC is seeking a Finance Representative / F&I Representative to support customers through every stage of the financing process at its Eustis, FL location. In this onsite role, you partner with sales, lenders, accounting, and dealership management to move deals from credit application to final funding and completion.

You will be a key point of contact for customers and internal teams, helping ensure approvals, documents, and funding packages are accurate, complete, and ready for contract signing. You will also work closely with the Finance Director to keep finance activities aligned with dealership standards, lender requirements, and applicable state and federal guidelines.

What you’ll do

Review and submit customer credit applications
Coordinate with manufacturer and third-party lenders to move transactions forward
Structure finance options based on customer needs, lender programs, and approvals
Communicate approvals and any stipulations, including down-payment requirements and finance terms
Prepare retail installment contracts and other required purchase and financing documents
Present F&I products, protection products, and property insurance using a menu-based presentation
Verify identification, proof of residence, and income documentation, along with lender stipulations
Ensure contracts and supporting documentation are complete and accurate before customer signing
Prepare and submit complete funding packages and follow up with lenders on outstanding funding requirements
Support the sales team to keep transactions moving efficiently
Maintain organized, accurate deal files and resolve funding, contracting, documentation, and lender-related issues
Follow each transaction through final funding and completion
Provide customers a professional, efficient, and transparent finance experience
Work with the Finance Director to ensure finance-related work meets dealership standards, lender requirements, and applicable state and federal guidelines

Qualifications

Previous automotive F&I, powersports F&I, or comparable dealership finance experience
Experience working with retail credit applications and lenders
Understanding of retail installment contracts and dealership finance documentation
Strong customer service and communication skills
Ability to confidently discuss financing, terms, and protection products
Excellent attention to detail
Ability to manage multiple active transactions and competing priorities
Strong organization and follow-up skills
Ability to work independently while remaining part of a larger finance team
Comfortable working in a fast-paced dealership environment
Basic computer and dealership software proficiency
Dependability, professionalism, and personal accountability

Benefits

Dental insurance
Health insurance
Vision insurance
Paid time off
Paid training

Training you will receive

Agricultural and construction equipment financing
Manufacturer finance programs
The lender network and approval processes
Dealership-specific procedures and documentation
F&I products and protection programs
Property insurance products
Equipment terminology and product knowledge
Funding procedures and lender requirements
Unique needs of agricultural, commercial, and equipment customers

Team fit

Communicates clearly with customers, salespeople, lenders, management, and other departments
Follows up instead of waiting for issues to resolve themselves
Looks for solutions when a transaction needs additional information or creative structuring
Supports teammates and helps maintain a professional work environment
Takes pride in delivering a strong customer experience
Wants to keep learning, developing, and growing with the company

Role location

Ocala Tractor of Lake County, 1255 CR 44, Eustis, FL 32736
Work location: In person

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