Customer Finance Manager
- Facilitate and encourage the use of retail financing and related insurance products (Cat Financial or otherwise) to increase company sales volume, profitability and customer satisfaction.
- Ownership of the equipment financing process including quoting, application, submission, documentation, funding ensuring accuracy and timeliness.
- Coordinate with management to maintain relationships beneficial to the company with finance companies and other entities providing financial services to the company.
- Assist sales department(s) with interpretation of Caterpillar programs and how to apply the programs to machine sales.
- Acquire and maintain current state insurance license, completing continuing credit insurance education as needed.
- Assist sales department(s) in creating and updating required documentation for the machine sale.
- Review and approve Sales Agreements prior to sales administration personnel invoicing equipment.
- Work closely with all other departments within the company to assist them in serving our customers.
- Travel is required for training and/or to assist at other locations.
- Bachelor’s degree in business or related field is preferred or a minimum of 5 years prior finance and/or sales experience
- Understanding of customer finance processes and ability to provide value and take ownership
- Understanding of the terminology related to the products and services that the company sells in order to properly set up and process prime product financing
- Knowledge of warranty administration and insurance
- Strong negotiation skills
- Ability to drive and valid driver’s license required.
- Strong knowledge of the construction industry
- Experience in lending or sales
- Competitive pay to recognize your valuable contribution
- 401(k) with matching
- Comprehensive medical, dental, and vision plans
- Basic Life & AD&D, short-term disability, & and long-term disability
- Wellness programs to focus on building healthy habits while earning prizes and cash bonuses throughout the year
- Holiday, PTO, and Parental Leave, promoting work-life balance and personal growth
- Casual dress attire
- Family-owned company where you’re more than just another employee