Finance Director

Finance Director
Name.
Name.
First
Last
Did all transactions have a risk protection (menu) presentation.
Did all contracts in transit past 10 days get resolved.
Were all OFAC checks conducted.
Did all customers received their Risk Base Pricing notice?.
All customers' information kept private.
Were all credit applications filled by customers?.
Were all credit applications filled by customers?.
Were all titles for trade ins collected?.
Are there mechanisms in place to prevent cash shortages on customers' deposits?.
Was the product/reserve ratio 60/40?.
Did chargebacks exceed ten percent?.
Are there performance minimums for Finance Managers?.
Were individual performance requirements met?.
Were all ID verifications completed?.
Were all red flags rules followed?.
Are there any pending product cancellations?.
Were CSI performance scores met?.
Was the distribution of deals evenly done among finance managers? ( Cash/ lease / finance ).
Were there zero returned contracts from lenders due to errors?.
Were all declination notices sent to customers whom did not get approved?.
Did the department achieve 50% warranty penetration?.
Did the department achieve 60% gap penetration?.
Did the department achieve 50% maintenance penetration?.
Did the department achieve 30% for aftermarket chemical penetration?.
Did business managers conduct at least two training sessions for their sales teams?.
What initiatives are in place for following month?.
Do all team members have their goals written?.
What measures have been taken to promote teamwork?.
What measures have been taken to maintain a high level of morale?.
Have all team members met training requirements?.
List three areas for personal improvement.

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