BCP Sales & Financing Coordinator

JOB SUMMARY

The BCP Sales & Financing Coordinator is responsible for providing support for the Sales Department with financing, sales invoicing, customer documentation, and sales support activities.

ESSENTIAL FUNCTIONS

• Provide sales support to Sales Representatives and Caterpillar Financial during the financing and sales coordination process.


• Prepare and review finance quotes through CapitalStream system, communicate financial offers to the sales team and submit transactions through finance application.


• Coordinate documentation with credit analysts to support credit approval, funding, and customer signature processes.


• Monitor finance quotes, credit submissions, and funding status to help ensure timely completion.


• Prepare and support BCP machine and attachment sales invoices.


• Develop product knowledge of BCP machines, attachments, work tools, and related terminology to support accurate sales coordination and customer follow-up.

OTHER DUTIES/RESPONSIBILITIES

·         Support the Sales Department by answering telephones and assisting walk-in-customers.

·          Ensure accurate delivery reporting on all Sales, Rental and Machine Demos.

·         Assist Department Management with additional projects.

·         Accurately track and report on machines and other performance metrics aligned with Sales Department initiatives.

·         Cross train with other areas in the Sales Department to assist where needed

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QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY

• Ability to communicate clearly and professionally, follow instructions, and work effectively with customers, Sales Representatives, Caterpillar Finance, and internal departments.


• Basic computer proficiency, accurate data entry, and comfort working with standard office equipment.


• Ability to accurately review, process, and maintain quotes, invoices, financing information, and related documentation.


• Intermediate math skills, strong attention to detail, organization, and timely follow-up.


• Prior knowledge of machines, attachments, work tools, equipment financing, or internal sales systems is helpful, but not required.


• Wiliness to learn basic equipment knowledge, product terminology, systems, processes, and role-specific skills needed to be successful in this position.


• Able to support sales department with accurate and timely work.

EDUCATION OR FORMAL TRAINING

·     Minimum High School graduate or equivalent, post High School education preferred.

·     Basic knowledge of accounting and finance principles.

·     Training or experience with Excel required.

EXPERIENCE

·         Keyboard, telephone skills, knowledge of PC and mainframe computers, operating copy, fax machines, and general office equipment. 

·         Experience with Microsoft, Word, Power Point, Outlook and Excel.

·         Experience with standard office equipment and business communication tools.

·         Experience in project development & completion. Willingness to make suggestions to management team.

·      Experience with customer service and data entry is preferred

PHYSICAL/ENVIRONMENTAL REQUIREMENTS

·     Office environment requiring professional dress and appearance. 

·     Primarily involved in office activities.

·     Sit and or stand 6-8 hours per day. Be prepared to work longer than normal days.

·     Use hands and feet for fine manipulation.

·      Lift 20 – 40 pounds.