Finance Solutions Coordinator

Milton CAT • Milford, MA

5h • $26

About The Position

Milton CAT is seeking a proactive and detail-oriented Finance Solutions Coordinator to support our equipment sales team by facilitating customer financing solutions. This role is integral to the sales process, requiring strong relationship-building skills and the ability to creatively structure deals that meet customer needs while aligning with company objectives.

Requirements

• Strong interpersonal skills and ability to develop trusted relationships with internal teams and external partners.
• Solid understanding of finance principles and creative problem-solving skills.
• Proficiency with Microsoft Office (Word, Excel) and related software.
• Detail-oriented with a high level of accuracy and urgency in meeting customer expectations.
• Valid driver’s license and safe driving record.

Nice To Haves

• Bachelor’s degree in Business or Finance preferred but not required.

Responsibilities

• Partner with sales representatives and managers to identify financing opportunities that enhance equipment sales and rentals.
• Build and maintain strong relationships with CAT Financial and other lending institutions to ensure competitive financing options.
• Submit customer applications for credit approval and manage communication between customers, sales teams, and lenders.
• Provide accurate payoffs, quotes, and financing options tailored to customer requirements.
• Review sales contracts for accuracy and coordinate all aspects of the financing process, including submission and closing of finance packages.
• Leverage available subsidies and programs to maximize value for customers.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees