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
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
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
HOLT CAT sells, rents and services Caterpillar machines, engines and generator sets.
Funding
Current Stage
Late StageRecent News
Business Wire
2025-10-23
Company data provided by crunchbase