Financial Marketing Representative 1 (Las Colinas) jobs in United States
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HOLT CAT · 10 hours ago

Financial Marketing Representative 1 (Las Colinas)

HOLT CAT is a leading provider of heavy machinery and equipment, and they are seeking a Financial Marketing Representative 1 to work closely with sales teams and external lenders. The role involves providing finance solutions for machine purchases and processing credit applications while ensuring alignment with company values and effective collaboration.

Construction
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Growth Opportunities

Responsibilities

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
Coordination of finance opportunities to enhance the level of new sales and rental unit conversions
Providing payoffs for conversion contracts, providing quotes on finance options and handling communication between customers, sales, and lenders
Limited Customer interactions
Review of all sales contracts for accuracy and coordination of financial lending opportunities
Submission of financial packages and closing of finance packages
Track and coordinate deal package from submittal to completion, including funding from lender
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned

Qualification

MS ExcelMS WordFinance acumenPropertyCasualty Insurance LicenseInterpersonal skillsRelationship building

Required

Self-motivated, well-organized individual who can work effectively with a variety of people
Ability to assimilate a broad range of information simultaneously
Ability to work in a fast-paced environment
Ability to schedule priority work effectively
Results oriented and able to work successfully with minimal supervision
PC literacy in MS Excel, MS Word, and the Internet
Strong interpersonal and relationship building skills
Bachelor's degree &/or 2-4 years practical financial training or experience required

Preferred

Strong finance acumen preferred
Property and Casualty Insurance License preferred or obtained within 18 months of hire
Ability to model Holt's VBL Culture
Ability to complete Holt's VBL Classes to include: DISC, POP, SLII, Conflict Resolution and Influencing, and successfully apply the tools (Learn)

Company

HOLT CAT

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HOLT CAT sells, rents and services Caterpillar machines, engines and generator sets.

Funding

Current Stage
Late Stage

Leadership Team

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Peter J. Holt
CEO
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Company data provided by crunchbase