Financial Closing Coordinator

Milton CAT•Milford, MA

6h•$27 - $33•Onsite

About The Position

The Financial Closing Coordinator serves as the primary point of contact for customers throughout the sales financing and transaction process. The role works directly with customers, financing partners, Sales, Merchandising, and other internal teams to ensure financing requirements, documentation, and lender conditions are completed accurately and on time so equipment can be prepared for delivery. The position is full-time and on-site, based in either Milford, Massachusetts, or Londonderry, New Hampshire. Compensation is $27–$33 per hour, based on location and experience. The coordinator manages transaction documentation and status updates, communicates lender decisions and requirements, and releases completed transactions to the Sales Service Coordinator to begin equipment preparation and delivery activities. Milton CAT is the exclusive Caterpillar dealer across the Northeast and supports construction, power generation, forestry, paving, waste, and industrial customers. The company has more than 1,600 employees across New England and New York. Employment offers are contingent on a post-offer background check and drug screen.

Requirements

Experience in customer service, financing, lending, banking, transaction coordination, title work, or related fields is preferred.
Exceptional customer service and relationship-building skills.
Strong verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to manage multiple transactions simultaneously.
Strong follow-up, problem-solving, and time management abilities.
Ability to work effectively with customers, lenders, and cross-functional teams.
Proficiency with Microsoft Office and related business systems.

Nice To Haves

Experience in customer service, financing, lending, banking, transaction coordination, title work, or related fields.

Responsibilities

Serve as the primary point of contact for customers throughout the financing and sales transaction process.
Partner with Sales, Merchandising, financing partners, and internal teams to keep transactions progressing smoothly and efficiently.
Obtain credit applications and supporting documentation from customers, including driver's licenses, financial statements, work-on-hand schedules, down payments when appropriate, and other lender-required information.
Coordinate submission of financing requests and equipment quotations to CAT Financial and other financing partners.
Communicate credit approvals, declines, stipulations, and lender requirements to customers and sales representatives.
Prepare title paperwork and collect Bills of Sale, Powers of Attorney, subordinations, and other required documentation.
Maintain accurate transaction records and provide status updates throughout the process.
Coordinate with internal teams to ensure transactions are complete and ready for machine preparation.
Release completed transactions to the Sales Service Coordinator to initiate equipment preparation and delivery activities.
Provide exceptional customer service through proactive communication, responsiveness, and timely follow-up.