The Role
Coordinate and manage financial marketing funding activities to increase sales and rental conversions. Perform account reconciliations, calculate equipment payoffs, compile funding information, manage deal packages and pending funding reports, provide finance quotes, liaise between customers, sales, lenders, and internal teams, oversee collections and open account items, and prepare monthly departmental reporting.
Summary Generated by Built In
The Financial Marketing Funding & Support Specialist is responsible for the successful coordination of Financial Marketing related activities surrounding and supporting Financial Marketing enhancing the level of new sales and rental conversions. Individual is responsible for activities that involve reducing credit-to-cash cycle, accurate calculations of equipment RPO payoffs, compiling funding information, account reconciliation and departmental reporting.
The incumbent in this position is expected to model the following practices daily: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Essential Functions
- Manages and coordinates finance opportunities to enhance the level of new sales and rental conversions
- Reconciliation of Insurance commissions
- Reviews all sales contracts for accuracy and coordination of financial lending opportunities and provides recommendation for enhancements/improvements as needed
- Tracks and coordinates deal packages from submittal to completion, including funding from lender
- Provides payoffs for conversion contracts, provides quotes on finance options and manages communication between customers, sales, and lenders
- Provides subject matter expertise and oversees funding process including collaborating with Financial Services and Invoicing team
- Acts as subject matter expert and manages the Pending Funding report to ensure timely funding of contracts including coordination with sales representatives, Financial Marketing representatives, and Caterpillar Financial representatives to lower credit-to-cash cycle
- Compiles and analyzes required monthly department reporting for Financial Marketing Support & Funding Manger
- Manages payment collections and open account items on customer accounts with sales, AR, and Lenders
- Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
- Performs other duties as assigned to help the successful achievement of all Financial Marketing Department goals
Knowledge, Skills, and Abilities
- Knowledge of financial, credit, and accounting principles
- Exceptional financial acumen, attention to detail, and accuracy
- Knowledge of safe work policies, procedures, and practices
- Intermediate to advanced skills with Excel, Word, and PowerPoint products
- Attention to detail and being thorough in completing work task
- Strong interpersonal and relationship building skills
- Ability to work in fast paced environment with frequent interruptions
- Excellent organizational, multi-tasking, and time management skills while being deadline oriented
- Ability to be self-motivated and well organized
- Ability to work effectively with minimal supervision while being results oriented
- Ability to work effectively with individuals and groups
Requirements
Education & Experience:
- Up to three or more years of job-related experience required
- Bachelor’s degree in Finance or related field preferred or four additional years of relevant work experience may be substituted in lieu of a degree
- Property and Casualty insurance license preferred
Supervisory Responsibilities:
- None
Travel:
- Up to 10% can be expected
Physical Requirements:
- This position involves extended periods of time in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
- This position involves occasional standing, walking, kneeling, crouching, stooping, balancing, and reaching
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
- Occasionally moves materials or equipment weighing up to 5 lbs.
Work Environment:
- This job is generally performed in a professional office; in environmentally controlled conditions, operating computer, manual dexterity, talking, hearing, and repetitive motion
- Frequently works at fast pace with unscheduled interruptions
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
About
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.
Skills Required
- Experience coordinating finance and funding processes
- Ability to perform account reconciliation and reconcile insurance commissions
- Experience calculating equipment payoffs and preparing funding payoffs/quotes
- Experience tracking deal packages from submission through lender funding
- Experience preparing and analyzing monthly departmental reports
- Experience managing payment collections and open account items with AR and lenders
- Strong communication and collaboration skills with customers, sales, lenders, and internal teams
- Familiarity with finance, invoicing, or accounts receivable systems and processes
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The Company
What We Do
HOLT Group is a family-owned, values-driven enterprise headquartered in San Antonio, Texas, with a legacy spanning nearly a century. It operates as a powerhouse across several sectors, including heavy machinery, construction, energy, technology, and training. As the owner of the nation's largest Caterpillar dealership, HOLT CAT, the company excels in selling, servicing, and renting industrial equipment while prioritizing a people-first, Values-Based Leadership® approach to drive sustainable growth for its partners and customers.
