About this role
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