Milton CAT · 1 day ago
Finance Solutions Coordinator
Milton CAT is seeking a proactive and detail-oriented Finance Solutions Coordinator to support our equipment sales team by facilitating customer financing solutions. This role is integral to the sales process, requiring strong relationship-building skills and the ability to creatively structure deals that meet customer needs while aligning with company objectives.
AutomotiveLogisticsTransportation
Responsibilities
Partner with sales representatives and managers to identify financing opportunities that enhance equipment sales and rentals
Build and maintain strong relationships with CAT Financial and other lending institutions to ensure competitive financing options
Submit customer applications for credit approval and manage communication between customers, sales teams, and lenders
Provide accurate payoffs, quotes, and financing options tailored to customer requirements
Review sales contracts for accuracy and coordinate all aspects of the financing process, including submission and closing of finance packages
Leverage available subsidies and programs to maximize value for customers
Qualification
Required
Strong interpersonal skills and ability to develop trusted relationships with internal teams and external partners
Solid understanding of finance principles and creative problem-solving skills
Proficiency with Microsoft Office (Word, Excel) and related software
Detail-oriented with a high level of accuracy and urgency in meeting customer expectations
Valid driver's license and safe driving record
Preferred
Bachelor's degree in Business or Finance preferred but not required
Company
Milton CAT
Milton CAT is the Caterpillar Dealer for the Northeast region of the United States.
Funding
Current Stage
Late StageRecent News
Seattle TechFlash
2025-06-24
Google Patent
2025-02-16
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