Career Opportunity in Sales and Finance
Our team is seeking a professional to provide finance quotations to customers and internal staff, including various suggested alternatives or scenarios.
The ideal candidate will efficiently utilize local office systems, generating and sending document packages to Dealers, customers, and internal staff.
Responsibilities include preparing transactions for documentation outside of the booking system, including manual document generation, legal document generation, and document upload in DocuSign.
The successful candidate will gather and analyze customer information and documents to ensure correct document preparation, such as constitution, board resolutions, and searches.
They will verify correct pricing and amend quotes as needed before funding.
Additionally, the role involves assisting in the development, maintenance, and execution of Caterpillar driven merchandising programs and training Dealers and internal staff.
Key responsibilities also include making recommendations on sales-related issues by developing, analyzing, and maintaining local office, area, and region office sales and statistical reports.
The ideal candidate will explain documentation, credit evaluation, sales promotions, merchandising programs, quoting, collections, and all finance products to Dealers and customers.
Furthermore, they will manage Sales Excellence initiatives and provide sales support for a specific dealer's territory.