BCP Sales & Financing Coordinator

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
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Work directly with Sales Representatives and Caterpillar Financial on financed machine packages.
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Process quotes through CapitalStream and communicate financial proposals to the sales team.
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Submits quotes to CAT Finance for credit approval.
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Coordinates with Caterpillar Finance credit analysts to prepare loan reports, and gather documentation needed to complete the credit approval process.
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Reviews and submits finance documents to CAT Finance for approval and funding.
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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.
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Monitors all CAT finance quotes, credit submissions, and funding to ensure timely responses and completion of financing steps.
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Support the Participation process by evaluating and submitting all submitted lost sales to APEX.
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Position is also responsible for sales invoicing and maintaining support claims of all Building Construction Products (BCP)
OTHER DUTIES/RESPONSIBILITIES
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Support the Sales Department by answering telephones and assisting walk-in-customers.
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Ensure accurate delivery reporting on all Sales, Rental and Machine Demos.
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Assist Department Management with additional projects.
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Accurately track and report on machines and other performance metrics aligned with Sales Department initiatives.
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Cross train with other areas in the Sales Department to assist where needed
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QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY
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Must be able to read, write and understand English.
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Must be able to listen and follow instructions.
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Must be able to type, be able to use a computer and have basic knowledge of copy and fax machines.
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Must understand intermediate math and be able to evaluate numbers.
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Telecommunications skills are required to report results to salesmen and management.
EDUCATION OR FORMAL TRAINING
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Minimum High School graduate or equivalent, post High School education preferred.
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Basic knowledge of accounting and finance principles.
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Training or experience with Excel required.
EXPERIENCE
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Keyboard, telephone skills, knowledge of PC and mainframe computers, operating copy, fax machines, and general office equipment.
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Experience with Word, Power Point, Outlook and Excel.
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Experience in project development & completion. Willingness to make suggestions to management team.
PHYSICAL/ENVIRONMENTAL REQUIREMENTS
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Office environment requiring professional dress and appearance.
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Primarily involved in office activities.
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Sit and or stand 6-8 hours per day. Be prepared to work longer than normal days.
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Use hands and feet for fine manipulation.
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Lift 20 – 40 pounds