Finance Coordinator
Wagner Equipment•Aurora, CO
•Onsite
About The Position
The Finance Coordinator is responsible for reviewing the loan applications and financing orders for submittal to lenders for approval or denial, to include new notes or leases. The position’s other duties include backup support on many functions, including but not limited to UCC searches and filings, lease/rental note payoffs and documentation support.
Requirements
- High School Diploma or GED
- 1+ years administrative/clerical experience
- 1+ years customer service experience
- Standing, walking, talking, sitting, use of hands & hearing
- Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds
- Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
- Safety & Product Knowledge
- Intermediate knowledge of Microsoft Word, Outlook, Excel, PowerPoint, and Access
Responsibilities
- Offer financing to both internal/external customers, including a thorough explanation of financing options available via approved third-party lenders.
- Provides support for financing with Caterpillar Financial and outside finance companies.
- Processes finance orders from approval to funding.
- Participates, when required, in monthly/quarterly meetings with the Caterpillar Territory Managers.
- Processes CAT Commercial Finance transaction invoices as tasked.
- Process lien searches and releases of equipment on trade-ins and consignments as needed.
- File and terminate UCC filings with the Secretary of State as needed.
- Prepare title paperwork for cash and financed deals for Wagner Equipment as needed.
- Prepares payoffs for rentals, leases and notes requested y salespersons and customers as needed.
- Other duties as assigned by lead and/or manager.
Benefits
- Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
- Medical, dental, and vision insurance
- Life and AD&D Insurance
- Retirement Plans - 401K eligible employees can receive a company contribution up to 7%
- Tuition Reimbursement
- Employee Assistance Program (EAP)
- CEFCU - Employees have access to services including payroll deductions, savings, accounts, loans, VISA card and more
- Supplemental life Insurance
- Critical Illness + Accidental Insurance
- ID WatchDog
- discounted employee phone plans
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
