Financial Coordinator
About The Position
Handle dealer and municipal customer financing requests, including negotiating structure, pricing, and financing terms. Effectively communicate technical aspects of the Municipal Lease Program to dealers, state and local government agencies, and provide product information as required. Prepare credit requests with recommendations and submit them to appropriate authority for credit approval. Establish and support strong relationships with municipal customers. Directly manage relationships with automotive dealership personnel, including Fleet Sales Managers, Commercial Account Managers, F&I Managers, and other sales personnel. Support municipal finance marketing and dealer training activities. Complete, analyze, and monitor marketing reports that track the life cycle of the customer experience, including quotes, awards, and funding documents. Attend trade shows, conferences, and in-dealer meetings with limited travel required.
Requirements
- 3-5 years of experience in the financial services industry.
- Fundamental understanding of end-user credit and basic risk analysis.
- Proficiency in financial analysis, credit analysis, reporting, credit risk, financial reporting.
- Strong skills in Customer Relationship Management.
Responsibilities
- Handle dealer and municipal customer financing requests, including negotiating structure, pricing, and financing terms.
- Effectively communicate technical aspects of the Municipal Lease Program to dealers, state and local government agencies, and provide product information as required.
- Prepare credit requests with recommendations and submit them to appropriate authority for credit approval.
- Establish and support strong relationships with municipal customers.
- Directly manage relationships with automotive dealership personnel, including Fleet Sales Managers, Commercial Account Managers, F&I Managers, and other sales personnel.
- Support municipal finance marketing and dealer training activities.
- Complete, analyze, and monitor marketing reports that track the life cycle of the customer experience, including quotes, awards, and funding documents.
- Attend trade shows, conferences, and in-dealer meetings with limited travel required.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
