Assistant Finance Coordinator

About the role

Processes new customer applications for financing through Cat Finance using Cat Finance Express. Utilizes Finance Express to input credit information for review by Caterpillar. Inputs equipment finance information such as model, price, year, serial number, and finance conditions requested by customer/sales rep. Submits deals to Cat Financial for approval and notifies sales reps when deals are approved or denied.

Responsibilities

• Notifies sales reps when applications are denied and explains denials.
• Notifies sales reps when deals are approved and discusses any conditions of approval.
• Generates finance documents, obtains equipment invoices, and assists in maintaining a spreadsheet of deals.
• Corresponds with Cat Financial and salespeople until funding is complete.
• Aids in resolving customer inquiries, handling account details, statements, service charges, and disputes.
• Performs other duties as assigned.

Essential Job Competencies

• Safety: Follows safe work behavior and prioritizes safety in the workplace.
• Communication: Uses active listening skills, conveys information clearly, and ensures others are informed.
• Information Gathering: Checks multiple sources for information and verifies accuracy.
• Planning and Organizing: Creates realistic schedules, evaluates progress, and prioritizes tasks.
• Customer Oriented: Satisfies external and internal customers, addresses concerns promptly, and works collaboratively.
• Credibility: Maintains commitments, respects confidentiality, and demonstrates honesty and reliability.
• Interpersonal Skill: Listens to and responds constructively to others, supports team efforts, and escalates issues when necessary.

Job Specific Skills

• Knowledge of Cat Finance systems and processes.
• Ability to analyze and interpret financial data.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Office applications.
• Problem-solving and creative thinking abilities.
• Strong organizational and time management skills.

Education and Experience

• High school diploma or GED.
• 1-2 years of relevant experience.
• Desired: Previous experience in banking or finance, proficiency in Word, Excel, and Microsoft applications.

Organizational Impact

A person's performance in this job has noticeable immediate impact on expenses, efficiencies, and overall departmental objectives.

Physical Demands

N/A

Environmental Conditions

N/A

Working Environment

Regular exposure to various physical conditions, occasional noise, and occasional lifting up to 25 lbs.

Supervisory Responsibility

No supervisory responsibility.

Ring Power Corporation Background

In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida and later expanded its authorized territory to Central Florida. Today, Ring Power Corporation, headquartered in St. Augustine, oversees 18 branch locations throughout Florida, including regional facilities in Tampa and Orlando, and facilities in Rhode Island, New Jersey, the Carolinas, Georgia, Texas, and California. The company serves specialized industries and customers, becoming one of the largest Caterpillar dealers in the Southeastern United States through dedication to customer service. Employees at 26 locations across Florida and the US work to provide high-quality construction equipment, backed by responsive and professional service and support.

Criteria for Success

• Able to comprehend written material and communicate effectively with employees and customers.
• Previous experience in banking or finance is desired.
• Proficient in Word, Excel, and Microsoft applications.

Training and Development

Job requirements occasionally change, requiring re-training every 3-5 years.

Problem Solving

Requires problem-solving ability, even when examples/guidance are not always available.

Autonomy

Assignments allow discretion in decision-making and setting priorities within well-established parameters.

Stress Management

Keeps functioning effectively under pressure and maintains self-control in stressful situations.

Working Hours

Work is routinely performed during regular business hours with rare exceptions.

Pay and Schedule

N/A

Benefits

N/A

Equal Opportunity Employer

RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER