About this role
JOB SUMMARY
The BCP Sales & Financing Coordinator is responsible for providing support for the Sales Department with financing, sales invoicing, customer documentation, and sales support activities.
ESSENTIAL FUNCTIONS
• Provide sales support to Sales Representatives and Caterpillar Financial during the financing and sales coordination process.
• Prepare and review finance quotes through CapitalStream system, communicate financial offers to the sales team and submit transactions through finance application.
• Coordinate documentation with credit analysts to support credit approval, funding, and customer signature processes.
• Monitor finance quotes, credit submissions, and funding status to help ensure timely completion.
• Prepare and support BCP machine and attachment sales invoices.
• Develop product knowledge of BCP machines, attachments, work tools, and related terminology to support accurate sales coordination and customer follow-up.
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
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QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY
• Ability to communicate clearly and professionally, follow instructions, and work effectively with customers, Sales Representatives, Caterpillar Finance, and internal departments.
• Basic computer proficiency, accurate data entry, and comfort working with standard office equipment.
• Ability to accurately review, process, and maintain quotes, invoices, financing information, and related documentation.
• Intermediate math skills, strong attention to detail, organization, and timely follow-up.
• Prior knowledge of machines, attachments, work tools, equipment financing, or internal sales systems is helpful, but not required.
• Wiliness to learn basic equipment knowledge, product terminology, systems, processes, and role-specific skills needed to be successful in this position.
• Able to support sales department with accurate and timely work.
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 Microsoft, Word, Power Point, Outlook and Excel.
· Experience with standard office equipment and business communication tools.
· Experience in project development & completion. Willingness to make suggestions to management team.
· Experience with customer service and data entry is preferred
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.