SB Financial Services Manager jobs in Boulder, CO

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services Manager
  • Lazydays Support Services LLC.
  • Longmont, CO FULL_TIME
  • SUMMARY: The Financial Services Manager structures deals for clients, in compliance with finance lender guidelines and dealership policy, resulting in quick funding and high customer satisfaction.

    ESSENTIAL JOB FUNCTIONS:

    Sales Process

    • Knows and implements dealership policies and procedures.
    • When not conducting business, is seated at the sales desk.
    • Works with sales management to effectively structure deals for maximum profit.
    • Analyzes credit reports.
    • Structures deals in accordance with lender and dealership guidelines.
    • Performs credit interviews, prepares credit applications.
    • Sells service contracts and ancillary products.
    • Presents optional products via menu 100% of the time.
    • Receipts deposits immediately.

    Compliance

    • Adheres to a standard of professional ethics and is respectful to customers.
    • Knowledgeable of state regulations regarding finance and the Fair Credit Reporting Act.
    • Never intentionally misrepresents a deal.
    • Books out deals accurately. Never misrepresents equipment.
    • Verifies accuracy of all material information on the credit application and submits to lender.
    • Maintains confidentiality of customer information.
    • Discloses financial information to customers.

    Lender Relations

    • Maintains good lender relations.
    • Maintains a lender guide of programs currently used and obtains a working knowledge of them.
    • Evaluates new lender programs.
    • Goes over deals with lenders. Works all deals diligently.

    Communication

    • Maintains a clean and organized office.
    • Communicates all problem deals to management immediately.
    • Addresses missing stipulations communicated from lender immediately.
    • Interacts with appropriate departments.
    • Organizes meetings, trains and supervises sales staff of any changes in lending guidelines, regulations and the Fair Credit Reporting Act.
    • Trains administrative personnel on assembling funding packages.

    QUALIFICATIONS/EXPERIENCE:

    • High school diploma or equivalent.
    • Minimum 3 years’ financial services experience, preferably in high volume recreational vehicles sales or auto sales.
    • Ability to handle up to 75 deliveries per month.
    • Ability to multitask and complete duties in a timely, efficient manner.
    • Proficient in verbal and written communication skills.

  • 22 Days Ago

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Financial Services Manager
  • Lazydays RV
  • Longmont, CO FULL_TIME
  • SUMMARY: The Financial Services Manager structures deals for clients, in compliance with finance lender guidelines and dealership policy, resulting in quick funding and high customer satisfaction. ESS...
  • 24 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Firestone, CO FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 19 Days Ago

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Financial Services Representative III
  • First Interstate Bank
  • Longmont, CO FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourLongmont, CO N. Main St. branch.What's Important to YouWe know your c...
  • 5 Days Ago

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Financial Services Representative ll
  • First Interstate Bank
  • Lafayette, CO FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourLafayette, CO S. Public Rd. branch.What's Important to YouWe know you...
  • 1 Month Ago

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Customer service representative
  • Lendmark Financial Services
  • Glenwood, CO FULL_TIME
  • SUMMARY The Loan Consultant I provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merc...
  • 12 Days Ago

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0 SB Financial Services Manager jobs found in Boulder, CO area

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Financial Advisor
  • Northwestern Mutual
  • Lakewood, CO
  • Financial Representative Financial Services Professional Financial Representatives at Northwestern Mutual West Denver he...
  • 3/28/2024 12:00:00 AM

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Crop Advisor (Eastern Colorado )
  • The Judge Group
  • Denver, CO
  • The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
  • 3/28/2024 12:00:00 AM

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Crop Advisor (Southern Colorado)
  • The Judge Group
  • Denver, CO
  • The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
  • 3/28/2024 12:00:00 AM

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Director of Finance
  • Sage Hospitality
  • Denver, CO
  • Why us?: Job Close Date: March 29, 2024 A position is open at Hotel Indigo Denver Downtown! Located in Denvers historic ...
  • 3/28/2024 12:00:00 AM

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Financial Analyst
  • PHOENIX
  • Denver, CO
  • Essential Duties & Responsibilities: Perform mortgage servicing portfolio modeling and analysis Communicate directly wit...
  • 3/28/2024 12:00:00 AM

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Vice President Structured Finance - 100% Remote
  • Radian Group, Inc.
  • Denver, CO
  • See yourself at Radian? We see you here too. At Radian, we see you. For the person you are and the potential you hold. T...
  • 3/28/2024 12:00:00 AM

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Regulatory Analyst
  • Bison Oil & Gas IV, LLC
  • Denver, CO
  • Summary The Regulatory Analyst plays a vital role in ensuring compliance with state and federal regulations governing th...
  • 3/28/2024 12:00:00 AM

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/24/2024 12:00:00 AM

Boulder (/ˈboʊldər/) is the home rule municipality that is the county seat and the most populous municipality of Boulder County, Colorado, United States. It is the state's 11th most populous municipality; Boulder is located at the base of the foothills of the Rocky Mountains at an elevation of 5,430 feet (1,655 m) above sea level. The city is 25 miles (40 km) northwest of Denver. The population of the City of Boulder was 97,385 people at the 2010 U.S. Census, while the population of the Boulder, CO Metropolitan Statistical Area was 294,567. Boulder is known for its association with American fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$173,016 to $235,686
Boulder, Colorado area prices
were up 2.3% from a year ago

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This data is intended to be an estimate, not prescriptive financial or tax advice.
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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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