Finance Support Specialist

Yancey Bros. Co. • Austell, GA

33d

About The Position

As a Finance Support Specialist you will manage the administrative duties related to requests for financing options for equipment purchases or machine repairs. This position will utilize Caterpillar Financial Finance Express software (CapitalStream) as well as various Yancey systems (DBS, CODA, COTI) and other developed applications. This position communicates daily with customers both internal and external. This position is also required to compile various reports as needed as well as perform any other tasks as needed to help support Yancey’s goals.

Requirements

• Excellent math skills
• At least two (2) years as an administrative assistant or similar role
• Proficient with Outlook, Excel (formulas, charts, graphs) and Word
• At least two (2) years assisting customers with accounts in person and over the phone
• Experience prioritizing work flows that have fluid demands
• Extremely organized

Nice To Haves

• Prior experience working in finance, sales or operations administration

Responsibilities

• Provide Financing Quotes
• Enter deals into Capital Stream
• Calculate RPO Payoffs
• Assemble financial doc packages
• Distribute Doc packages to Salesman or Customer
• Follow up on outstanding docs
• Review doc packages for completion
• Maintain procedures to track financing process from Quote to funding
• Obtain payoff info from Finance Companies
• Assist with funding issues
• Assist Salesmen with Finance questions
• Coordinate and submit deals to Third party finance companies
• Update outstanding docs report
• Work with Finance Manager to Develop Finance Plans using Cat and other competitive programs and level of service
• Works with other internal departments (Admin, Acct, Credit) to facilitate funding, posting of wires, subsidy application, and customer service
• Foster relationships with Cat Financial and other Financial service providers to ensure quality service to our customers
• Participate in required safety program, and work in a safe manner.
• Additional duties as assigned by manager.

Benefits

• Competitive Pay Structure
• Competitive Pay
• Individual Bonus Opportunities Available
• Technician Tool Allowance
• 401k Plan
• Strong Company Match
• Employee Profit Sharing
• Financial Wellness Coaching
• Employee Wellness Program
• Medical, Vision, Dental Insurance
• Prescription Drug Coverage
• Flexible Spending Accounts
• Short & Long Term Disability
• Group Life Insurance
• Personal Time Off
• Paid Holidays
• Paid Sick Leave
• Career Development
• Tuition Reimbursement
• Ongoing Training
• Advancement Opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees