Finance Coordinator

About the role

At Wagner, our people are the driving force behind everything we do. We’re committed to helping our employees grow through meaningful work, career development, and opportunities to learn and advance. Join a team that values collaboration, innovation, and the people who make our success possible. We offer excellent benefits and supply you with the tools you need to maximize your potential.

Benefits

• Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
• Medical, dental, and vision insurance
• Life and AD&D Insurance
• Retirement Plans - 401K eligible employees can receive a company contribution up to 7%
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• CEFCU - Employees have access to services including payroll deductions, savings, accounts, loans, VISA card and more
• Supplemental life Insurance, Critical Illness + Accidental Insurance, ID WatchDog and discounted employee phone plans

Responsibilities

• Offer financing to both internal/external customers, including a thorough explanation of financing options available via approved third-party lenders.
• Provides support for financing with Caterpillar Financial and outside finance companies.
• Processes finance orders from approval to funding.
• Participates, when required, in monthly/quarterly meetings with the Caterpillar Territory Managers.
• Processes CAT Commercial Finance transaction invoices as tasked.
• Perform lien searches and releases of equipment on trade-ins and consignments as needed.
• File and terminate UCC filings with the Secretary of State as needed.
• Prepare title paperwork for cash and financed deals for Wagner Equipment as needed.
• Prepares payoffs for rentals, leases and notes requested by salespersons and customers as needed.
• Other duties as assigned by lead and/or manager.

Requirements

• High School Diploma or GED
• 1+ years administrative/clerical experience
• 1+ years customer service experience

Skills

• Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
• Safety & Product Knowledge
• Intermediate knowledge of Microsoft Word, Outlook, Excel, PowerPoint, and Access

Pay

$58,800.00 - $75,800.00 Annually (dependent upon education & experience)

Work Environment

• Noise: Moderate
• Indoors

Physical Demands

• Standing, walking, talking, sitting, use of hands & hearing
• Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds