Financial Marketing Funding & Support Specialist I at Holt Texas

Job Summary:

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. The individual is responsible for activities that involve reducing the credit-to-cash cycle, accurate calculations of equipment RPO payoffs, compiling funding information, account reconciliation, and departmental reporting.

What can HOLT Group offer you?

• A competitive salary, commensurate with your experience and competencies.
• A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
• A Tuition Reimbursement program to support the pursuit of accredited college courses.
• An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT. 

Qualifications and Requirements: 

• 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 place of a degree 
• Property and Casualty insurance license preferred
• 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 tasks 
• Strong interpersonal and relationship-building skills 
• Ability to work in a 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 

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 recommendations 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 Manager 
• 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 achievement of all Financial Marketing Department goals

Travel:

• Up to 10% can be expected

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.

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