JOB SUMMARY
The BCP Sales & Financing Coordinator is responsible for providing support to the dealership's sales team and Caterpillar Finance related to equipment financing.
ESSENTIAL FUNCTIONS
- Work directly with Sales Representatives and Caterpillar Financial on financed machine packages.
- Process quotes through CapitalStream and communicate financial proposals to the sales team.
- Submits quotes to CAT Finance for credit approval.
- Coordinates with Caterpillar Finance credit analysts to prepare loan reports, and gather documentation needed to complete the credit approval process.
- Reviews and submits finance documents to CAT Finance for approval and funding.
- Prepare documentation to include in the loan package and send to the sales representative to obtain customer signatures, or directly to customer via E-Signature.
- Monitors all CAT finance quotes, credit submissions, and funding to ensure timely responses and completion of financing steps.
- Support the Participation process by evaluating and submitting all submitted lost sales to APEX.
- Position is also responsible for sales invoicing and maintaining support claims of all Building Construction Products (BCP)
OTHER DUTIES/RESPONSIBILITIES
- Support the Sales Department by answering telephones and assisting walk-in-customers.
- Ensure accurate delivery reporting on all Sales, Rental and Machine Demos.
- Assist Department Management with additional projects.
- Accurately track and report on machines and other performance metrics aligned with Sales Department initiatives.
- Cross train with other areas in the Sales Department to assist where needed.
QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY
- Must be able to read, write and understand English.
- Must be able to listen and follow instructions.
- Must be able to type, be able to use a computer and have basic knowledge of copy and fax machines.
- Must understand intermediate math and be able to evaluate numbers.
- Telecommunications skills are required to report results to salesmen and management.
EDUCATION OR FORMAL TRAINING
- Minimum High School graduate or equivalent, post High School education preferred.
- Basic knowledge of accounting and finance principles.
- Training or experience with Excel required.
EXPERIENCE
- Keyboard, telephone skills, knowledge of PC and mainframe computers, operating copy, fax machines, and general office equipment.
- Experience with Word, Power Point, Outlook and Excel.
- Experience in project development & completion. Willingness to make suggestions to management team.
PHYSICAL/ENVIRONMENTAL REQUIREMENTS
- Office environment requiring professional dress and appearance.
- Primarily involved in office activities.
- Sit and or stand 6-8 hours per day. Be prepared to work longer than normal days.
- Use hands and feet for fine manipulation.
- Lift 20 - 40 pounds