Finance Director

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. *