BCP Sales & Financing Coordinator

BCP Sales & Financing Coordinator

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 include:

• Working directly with Sales Representatives and Caterpillar Financial on financed machine packages.
• Processing quotes through CapitalStream and communicating financial proposals to the sales team.
• Submitting quotes to CAT Finance for credit approval.
• Coordinating with Caterpillar Finance credit analysts to prepare loan reports, and gather documentation needed to complete the credit approval process.
• Reviewing and submitting finance documents to CAT Finance for approval and funding.
• Preparing documentation to include in the loan package and sending to the sales representative to obtain customer signatures, or directly to customer via E-Signature.
• Monitoring all CAT finance quotes, credit submissions, and funding to ensure timely responses and completion of financing steps.
• Supporting 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 include:

• Supporting the Sales Department by answering telephones and assisting walk-in-customers.
• Ensuring accurate delivery reporting on all Sales, Rental and Machine Demos.
• Assisting Department Management with additional projects.
• Accurately tracking and reporting on machines and other performance metrics aligned with Sales Department initiatives.
• Cross training 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.