Company:Finning Canada
Number of Openings:1
Worker Type:Permanent
Position Overview:Responsible to provide end-to-end financing assistance to the sales organization and customers in a positive, confident, and proficient manner. Duties include coordinating all financial data to Caterpillar Financial Services in a predetermined time frame. This role is also responsible for processing all trade-ins, and providing credit release for equipment sold in an assigned territory, ensuring, funding has been secured and the customer’s delivery expectations are met.
Job Description:
Major Job Functions:
- Work closely with the sales organization and Caterpillar financial staff to provide finance quotes to customers and sales staff. Input quotes into Capital Stream, provide customers with quotes and information as well as complete finance packages, documentation, etc.; overall coordinator of financial documentation through to funding of the sale
- Prepare searches and registrations using various Personal Property Registry systems
- Document and maintain financing activity
- Perform all administrative tasks related to manage the equipment credit release process with a focus on meeting customer delivery expectations, accuracy, and risk mitigation
- Work quickly to identify, resolve or accelerate any potential risks or road blocks to the appropriate internal stakeholder(s)
- Regular, proactive, and consistent contact and collaboration with customers, internal and external stakeholders (including Cat Finance) to ensure all transactions are expedited quickly and efficiently and meet customer delivery expectations
- Represent the company in a professional and ethical manner and establish and maintain effective relationships with all internal and external stakeholders while maintaining confidentiality
Soft Skills required:
- Solid analytical, problem solving and interpretation skills
- Excellent written and verbal communication skills
- Proven organizational, time management, and prioritization skills
- Attentive to detail
Experience:
- A minimum of two years (2) experience in a financial or credit environment
- Proficient in MS Office applications and internal systems
- Proficient in the coordination of Financing documentation
- Basic understanding of the Personal Property Security Act (PPSA) and Corporate Registries
- Basic understanding of business law and tax law
- Basic understanding of insurance terminology relating to coverage (physical and liability)
- Familiarity with the industry, product line, and customer base
At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
