Finance Coordinator

Hawthorne Machinery Co.•San Diego, CA

3d•$26 - $30•Onsite

About The Position

The Finance Coordinator will coordinate financing of equipment sales activities and provide administrative support, documentation and other paperwork by performing the following duties.

Requirements

Bachelor’s degree from four-year college or university or equivalent combination of education and experience.
Ability to read, analyze, and interpret finance contracts, general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

Receive and process all credit applications and sales orders for equipment financing.
Verify accuracy and completeness of all applications submitted, including customer information and transactional information.
Follow-up with sales and operations team members to acquire any additional information required.
Provide updates and feedback to sales team on status of deals submitted (i.e.: approved, declined, conditioned, require more info for approval).
Follow up with Hawthorne Machinery and CatFi teams to assure transactions are completed in a timely manner.
Review/Generate/Distribute Loan & Lease documents as requested in either paper or electronic form. Confirm 100% accuracy of machine, customer, and finance information. Complete preliminary review of completed docs when returned to Finance dept.
Upload invoices and required documentation to completed electronic documents prior to submittal.
Provide Quotes or Finance Proposals to sales reps as requested and assist with quoting finance rates and programs.
Work with the credit department on new customer credit applications and account creation for both Hawthorne Machinery accounts and Cat Commercial accounts.
Maintain Daily/Weekly/Monthly Finance details on all transactions submitted via Microsoft Excel. Use compiled data to ensure timely processing of all parts of transaction including submitting UCC filings as necessary for deals pending 15+ days after delivery.
Manage record storage system for completed transactions by properly organizing and uploading scanned records to online storage database.
Build and maintain working relationship with Hawthorne Machinery. employees as well as Caterpillar Sales and Finance reps to assist with processing of transactions.
Other duties as assigned