Parts & Accessories Department s1

Job Descriptions and Performance Evaluations FINANCE MANAGER

F&I Manager Performance Evaluation

Name: Date: Next Evaluation: TASK 4 3 2 1 0 Does the Manager ensure there is an adequate supply of credit 1 applications for salesmen? 2 Are salespeople properly made aware of all OEM finance programs? 3 Do Salespeople understand current secondary lender programs? 4 Ensure that all credit apps are sent to multiple lenders for approval. 5 Are all credit apps followed up on with lenders for quicker decisions? Is the Manager reasonably available for a F&I turnover of every retail

S 6 customer, both new and used? E I Does the Manager meet dealership goals selling finance, credit life, T I

L accident and health insurance, and extended service to all I

B 7 customers? I

S Are salespeople properly instructed in methods to aid in selling F&I, N

O 8 A&H, and service contracts? P

S Does F&I work closely with the Sales Manager to secure good profit E

R 9 from each sale, both front and back gross?

D Does the Manager check all paperwork on both finance and cash

N deals to ensure title, lien, taxes, and other related delivery documents A 10 are correct? Is he accurate? S E I 11 Does he properly field all rate questions for customers and salesmen? T

U Does he accurately maintain a record of F&I fees due the dealership D 12 and ensure their collection? 13 Is he successful in obtaining new sources for financing? Are employees properly trained to ensure customers financial information is secure? Does the F&I Manager follow those practices 14 as well? 15 Does the Manager participate meaningfully in weekly sales meetings? Are weekly reports for F&I regarding penetration for the G.M.

16 prepared and on time? 17 Does he ensure that oldest units are sold first when possible? 18 Does he work with sales to keep brochure rack stocked? Does he work with sales to make sure all units have dealer and drive 19 out tags? Does the Manager work harmoniously with all other 20 departments/employees? 21 Rank the employees attendance and punctuality.

22 Rank the employees appearance and grooming

4 Excellent performance in this area. Excellent example for others. 3 Good performance in this area. Above average success. Good job. 2 Satisfactory or average performance in this area. Meets minimum acceptable standard. 1* Lacks progress. Improvement needed to achieve minimum acceptable standard of performance. 0* Immediate improvement needed to prevent termination. Explanatory notes are required for any score of 1 or 0.

NAME:______DATE:______NEXT EVALUATION:______

Detailed Feedback

Outstanding Recent Achievement(s): ______

Notes on exceptional or deficient scores: ______

Supervisor's Comments/Suggestions:______

Employees Comments: ______

Employee Signature: ______Date: ______

Supervisor Signature: ______Date: ______