Finance Administrator

Role Overview

• Work closely with the sales organization and Caterpillar financial staff to provide finance quotes to customers and sales staff.
• Provide end-to-end administrative support for equipment financed by our captive lender and ensuring funding of the sale.
• Prepare searches and registrations using various Personal Property Registry systems
• Document and maintain financing activity
• Perform all administrative tasks related to manage the equipment credit release process with a focus on meeting customer delivery expectations, accuracy, and risk mitigation
• Work quickly to identify, resolve or accelerate any potential risks or road blocks to the appropriate internal stakeholder(s)
• Regular, proactive, and consistent contact and collaboration with customers, internal and external stakeholders (including Cat Finance) to ensure all transactions are expedited quickly and efficiently and meet customer delivery expectations.
• Represent the company in a professional and ethical manner and establish and maintain effective relationships with all internal and external stakeholders while maintaining confidentiality

Requirements

• A minimum of two-years of experience in a financial or credit environment
• Proficient in MS Office applications and internal systems
• Proficient in the coordination of Financing documentation