Yancey Bros. Co. ยท 1 day ago
Finance Support Specialist
Austell, Georgia, United States
Full-time
Onsite
Entry Level
2+ years expYancey Bros. Co. has been serving Georgia since 1914 as the authorized Caterpillar equipment dealer, and they are seeking a Finance Support Specialist to manage administrative duties related to financing options for equipment purchases and repairs. The role involves utilizing various software systems, compiling reports, and maintaining communication with customers and internal departments to support the company's goals.
Machinery
Responsibilities
Provide Financing Quotes
Enter deals into Capital Stream
Calculate RPO Payoffs
Assemble financial doc packages
Distribute Doc packages to Salesman or Customer
Follow up on outstanding docs
Review doc packages for completion
Maintain procedures to track financing process from Quote to funding
Obtain payoff info from Finance Companies
Assist with funding issues
Assist Salesmen with Finance questions
Coordinate and submit deals to Third party finance companies
Update outstanding docs report
Work with Finance Manager to Develop Finance Plans using Cat and other competitive programs and level of service
Works with other internal departments (Admin, Acct, Credit) to facilitate funding, posting of wires, subsidy application, and customer service
Foster relationships with Cat Financial and other Financial service providers to ensure quality service to our customers
Participate in required safety program, and work in a safe manner
Additional duties as assigned by manager
Qualification
Required
Excellent math skills
At least two (2) years as an administrative assistant or similar role
Proficient with Outlook, Excel (formulas, charts, graphs) and Word
At least two (2) years assisting customers with accounts in person and over the phone
Experience prioritizing work flows that have fluid demands
Extremely organized
Preferred
Prior experience working in finance, sales or operations administration
Benefits
Full medical, vision and dental coverage
Employee wellness programs
Paid vacations
Individual Bonus Opportunities Available
Technician Tool Allowance
401k Plan Strong Company Match
Employee Profit Sharing
Financial Wellness Coaching
Prescription Drug Coverage
Flexible Spending Accounts
Short & Long Term Disability
Group Life Insurance
Paid Holidays
Paid Sick Leave
Tuition Reimbursement
Ongoing Training
Advancement Opportunities
Company
Yancey Bros. Co.
Since 1914, the employees of Yancey Bros. Co.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tate Anderson
Chief Financial Officer
Jennifer Kozel, CHRO
Chief Human Resources Officer
Company data provided by crunchbase