Financial Marketing Manager at Holt Texas

Job Summary:

The Financial Marketing Manager oversees Financial Marketing Representatives, Program Specialists and Funding and Support. This position works closely with the sales department and is instrumental in developing a long-lasting relationship with the customer. The Financial Marketing Manager assists in developing outside financing sources, such as banks, for the customer, along with maintaining existing banking relationships.

What can HOLT CAT 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:

• Bachelor’s degree in Business, Finance, Economics, Mathematics, or a related field preferred.
• Minimum of 6 years of professional Finance Experience including Supervision and Direct Lending Experience.
• Property and Casualty Insurance License Preferred or successful passing of exam within 12 months of hire Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Visionary with the ability to influence and execute strategic direction.
• Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization.
• Knowledge of Microsoft Office products (Excel, Word, PowerPoint, Outlook, etc.).
• Excellent verbal, written, and communication skills.

Essential Functions:

• Hires, develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS).
• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
• Establishes goals and metrics for the department staff to ensure effective processing and placement of finance packages for customers.
• Evaluates credit risks and coordinates the lending package to the appropriate financial institution for both domestic and international customers..
• Identify, recommend, and coordinate financial concepts, products, and various support programs to satisfy customer requirements and optimizing HOLT’s profitability.
• Recommend and implement finance program strategies to enhance the level of new sales, RPO/NPO conversions, used equipment sales, special sales (i.e., 2nd LifeRebuilds, Rental with a Purchase Obligation), and equipment insurance programs that ensure achievement of departmental and organizational goals.
• Mentor sales representatives, new employees, key operations, and support personnel to ensure adequate communication and understanding of success of targeted goals and objectives.
• Continual review and monitoring of operational data and reporting.
• Ensure credit policies and processes are followed and routinely reviewed to include the analysis of “Red Flag” risks across all the Holt entities.
• Provide Financial Consulting to customers and sales force in the areas of quoting finance scenarios, decision of applications, and document package preparation to ensure customer satisfaction and optimal profitability.
• Engage in continuous self-development to include learn, model, teach and measure effective leadership practices while working with new Financial Marketing employees and sales personnel to ensure optimal customer satisfaction and profitability.
• Perform related duties and fulfill responsibilities as required.

Supervisory Responsibilities:

• This position directs and manages employees within the assigned area of responsibility. Responsibilities include, but are not limited to, interviewing, hiring, and training employees; planning, assigning, and directing work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Travel:

• Up to 25%

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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