Transaction Manager

Transaction Manager Job Description Template

Our company is looking for a Transaction Manager to join our team.


  • Monitoring Finance and Insurance performance against company budget;
  • Leading the credit control and company’s procedures;
  • Develop the accounts payable team to support a large international business across various brands;
  • Building rapport with customers;
  • Understanding all aspects of financial and insurance product regulation;
  • Managing a team of both Accounts Payable and Accounts Receivable;
  • Supporting the Car Sales staff on a daily basis;
  • Maintain and develop accounts receivable dashboard of KPIs to drive process improvements.


  • Strong computer skills are necessary as is a certain level of basic Maths;
  • Have the ability to build rapport with customers instantly and always ensure that the customers are treated fairly;
  • Focus on finance renewal leads, submitting weekly reports to the brand finance reprehensive and site General Manager;
  • Proven track record of meetings targets and objectives within a franchised dealership;
  • Create and manage reports to measure the overall performance and outcomes of the team to be able to provide regular updates to the General Manager;
  • Provide the correct and most appropriate insurance products information to suit the customers’ demands;
  • Demonstrate excellent organisation skills and the ability to follow processes;
  • Due to the nature of the business you will have the ability to work well under pressure;
  • Supporting the sales manager to deliver and drive new and used car sales volumes;
  • Attention to detail and able to meet deadlines, whilst working to a high standard;
  • Monitor finance and insurance performance against budget; identifying and addressing shortfalls;
  • Experience within a main dealership in the Motor Trade is essential;
  • Minimum of 3 years experience within this position is essential;
  • Previous experience within this position is essential;
  • Previous experience within a main dealership in the Motor Trade is required.