Job Description

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