Fin Mktg Funding and Support Spec I
Holt Group
About the role
Description
Job Summary: The Financial Marketing Funding & Support Specialist is responsible for the successful coordination of Financial Marketing related activities surrounding and supporting Financial Marketing enhancing the level of new sales and rental conversions. Individual is responsible for activities that involve reducing credit-to-cash cycle, accurate calculations of equipment RPO payoffs, compiling funding information, account reconciliation and departmental reporting.
The incumbent in this position is expected to model the following practices daily: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Essential Functions
Manages and coordinates finance opportunities to enhance the level of new sales and rental conversions
Reconciliation of Insurance commissions
Reviews all sales contracts for accuracy and coordination of financial lending opportunities and provides recommendation for enhancements/improvements as needed
Tracks and coordinates deal packages from submittal to completion, including funding from lender
Provides payoffs for conversion contracts, provides quotes on finance options and manages communication between customers, sales, and lenders
Provides subject matter expertise and oversees funding process including collaborating with Financial Services and Invoicing team
Acts as subject matter expert and manages the Pending Funding report to ensure timely funding of contracts including coordination with sales representatives, Financial Marketing representatives, and Caterpillar Financial representatives to lower credit-to-cash cycle
Compiles and analyzes required monthly department reporting for Financial Marketing Support & Funding Manger
Manages payment collections and open account items on customer accounts with sales, AR, and Lenders
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned to help the successful achievement of all Financial Marketing Department goals
About HOLT Group
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.
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