Summary:
Business Manager will provide support for the lending and leasing process for both CSM Financial and Premier Leasing.
Responsibilities:
- Provide support for the lending or leasing/rental business process
- Collaborate with business units and Corporate Accounting to ensure accounting accuracy
- Leverage CSM systems to provide decision-making information and establish accountability
- Identify and execute process improvements
Duties:
- Oversee scheduled billing, recording customer payments and data entry functions
- Communicate subledger accounting to Corporate Accounting
- Research, collect and analyze data
- Support leadership through comparative analysis, model building and benchmarking
- Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checks
- Lead past due payment collections process
- Streamline customer credit application and credit approval process
- Maintain and enhance Power BI dashboards
- Troubleshoot process issues and implement solutions
- Automate routine tasks and implement process improvements
- All other duties as assigned
Education, Skills, Experience:
- Bachelor’s degree in Finance, Accounting, or a related field
- Familiarity with equipment sales and financing is preferred but not required
- Possess the ability to read, analyze, and interpret standardized loan documents and financial statements
- Must be detail-oriented with excellent planning and organizational skills
- Ability to manage and leverage CSM operating systems (e.g. Aspire, Fusion, relevant PFC sites, relevant PLC sites)
- Ability to communicate and collaborate with a professional demeanor
- Effective, efficient, and professional written and oral communication is required
- Ability to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructions
- Ability to travel when job requires
Work Environment, Physical Demands
- Ability to sit, stand, bend, kneel, stoop and lift/move up to 75 lbs. on a regular basis
- Ability to work in an environment to include 8-12 hours days with frequent exposure to weather conditions, vehicle and tool noise, and hazardous materials to include fuel, oil, grease, and cleaning solutions
CSM Job Standards Accountabilities:
Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Skills Required
- Bachelor's degree in Finance, Accounting, or a related field
- Ability to read, analyze, and interpret standardized loan documents and financial statements
- Detail-oriented with excellent planning and organizational skills
- Ability to manage and leverage CSM operating systems, including Aspire, Fusion, and relevant PFC and PLC sites
- Professional communication and collaboration skills
- Effective written and oral communication skills
- Ability to apply logic, common sense, and problem-solving methodologies
- Ability to travel when the job requires
- Familiarity with equipment sales and financing
- Ability to sit, stand, bend, kneel, stoop, and lift or move up to 75 pounds regularly
- Ability to work 8-12 hour days with exposure to weather, vehicle and tool noise, and hazardous materials
What We Do
CSM Companies, Inc. is a nationwide network of commercial vehicle and automotive dealerships and service centers specializing in Kenworth trucks and other automotive brands. The company offers a comprehensive network of businesses providing sales, parts, and service solutions. Their mission is to deliver innovative and cost-efficient solutions that ensure the highest level of vehicle uptime for their customers.






