Entry-Level Financing Specialist - Industrial Equipment

Wiese Group•St Louis, MO

10d

About The Position

Finance Specialist – Capital Equipment Wiese USA, a leader in the Material Handling Industry, has an immediate need for a dynamic, motivated team-member for a new Team Member on our finance/leasing team in St Louis, MO (I-170 and Olive). ABOUT THE POSITION This role manages and coordinates best in class equipment leasing services for Wiese’s Regional teams for their customers to close sales utilizing financial merchandising tools and products. You will be a skilled collaborator, team player, and negotiator with the ability to work cross functionally with internal teams and directly with customers. Essential Duties and Responsibilities include the following. Other duties may be assigned.

Responsibilities

Equipment Lease Origination: Learn all finance programs/current sources
Propose payment options for all retail opportunities
Database Administration
Negotiate with finance vendors to maximize Wiese market position
Help sales team structure deals to win business and fit customer needs
Quote Wiese Leases/Long Term Rentals
Choose best finance source for each equipment lease
Work directly with customer as needed
Equipment Leasing Credit Process: Process credit applications/request (fax, email etc)
Negotiate with leasing vendors to approve as submitted
Negotiate final numbers for Wiese (goal of adding 1.5% in additional Gross Profit/Revenue)
Maintain an approval rate of >95%
Choose best leasing vendor for each deal
Obtain credit information from customer as needed
Equipment Leasing Documentation: Request, print and mail documents to appropriate salesperson/sales administration
Coordinate document language disputes between leasing vendor and customers
Coordinate execution of all documents required for equipment leasing to include customer signatures as needed
Equipment Lease Terminations: Maintain Wiese active in-term and month to month asset list
Publish monthly terminations to Regional teams
Maintain database and tickler system for each asset
Follow up with each Regional team for status of lease terminations
Provide end of term release and purchase options for customers
New Equipment Inventory: Maintain Wiese’s new equipment inventory plan
Use forecasting tool to recommend needed units
Work with Regional teams, Sales Directors and Rental Managers to obtain appropriate replacement specs for needed equipment
Recommend where to location to ship and store equipment
Coordinate inventory order processing with Sales Administration