Retail Sales - Finance Coordinator

Job Description

Job Description

Description :

The Retail Sales - Finance Coordinator supports the Finance Manager in the execution of equipment financing processes, documentation, and communication with customers and finance partners. This role assists in preparing and submitting financing applications, coordinating documentation, and serving as a resource for the sales team on basic finance-related tasks.

WHAT YOU'LL DO :

• Assist the Finance Manager in tracking and maintaining up-to-date knowledge of subsidy programs offered by Caterpillar Inc., CRSI, CFSC, and other lenders.
• Prepare and organize financing documentation, including credit applications, installment sales contracts (ISC), and lease agreements.
• Maintain accurate records of financing activities, approvals, and pending deals.
• Serve as a point of contact for the sales team regarding basic questions about financing programs and application status.
• Assist in training sales staff on how to complete financing paperwork correctly and submit documentation for approval.
• Support communication between sales reps and financing partners when required.
• Enter and submit financing applications under the direction of the Finance Manager.
• Coordinate with credit and finance partners to follow up on application status, required documentation, and term sheets.
• Collaborate with the Credit Department to ensure timely approvals and document delivery.
• Assist with compiling monthly and quarterly reports summarizing financing volume and approval metrics.
• Maintain updated spreadsheets and digital filing systems related to finance deals.
• Ensure all contracts and related paperwork are signed, filed, and stored properly.

Requirements : WHAT YOU'LL NEED :

IMPORTANT INFORMATION :

While performing the duties of this job, the employee is regularly required to sit, talk or hear. The employee is occasionally required to stand and walk. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This employee must be able to exert 10 lbs of force frequently and 50 lbs of force on occasion. This position requires kneeling, standing, squatting, and grasping frequently.

The noise level in the work environment is usually moderate.

Minimal Travel

This position is considered a safety sensitive position.

The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.

EEO / AA

Salary / Exempt

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)