HOLT Group ยท 2 weeks ago
Financial Marketing Funding & Support Specialist I
San Antonio, TX
Full-time
Onsite
Entry Level
3+ years expHOLT Group is seeking a Financial Marketing Funding & Support Specialist I responsible for coordinating Financial Marketing activities to enhance new sales and rental conversions. The role involves managing financial opportunities, account reconciliation, and providing support for funding processes.
AutomotiveConstructionConsultingLeasingRentalRetail
Responsibilities
Manages and coordinates finance opportunities to enhance the level of new sales and rental conversions
Reconciliation of Insurance commissions
Reviews all sales contracts for accuracy and coordination of financial lending opportunities and provides recommendations for enhancements/improvements as needed
Tracks and coordinates deal packages from submittal to completion, including funding from lender
Provides payoffs for conversion contracts, provides quotes on finance options, and manages communication between customers, sales, and lenders
Provides subject matter expertise and oversees funding process including collaborating with Financial Services and Invoicing team
Acts as subject matter expert and manages the Pending Funding report to ensure timely funding of contracts including coordination with sales representatives, Financial Marketing representatives, and Caterpillar Financial representatives to lower credit-to-cash cycle
Compiles and analyzes required monthly department reporting for Financial Marketing Support & Funding Manager
Manages payment collections and open account items on customer accounts with sales, AR, and Lenders
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned to help the achievement of all Financial Marketing Department goals
Qualification
Required
Up to three or more years of job-related experience required
Knowledge of financial, credit, and accounting principles
Exceptional financial acumen, attention to detail, and accuracy
Knowledge of safe work policies, procedures, and practices
Intermediate to advanced skills with Excel, Word, and PowerPoint products
Attention to detail and being thorough in completing work tasks
Strong interpersonal and relationship-building skills
Ability to work in a fast-paced environment with frequent interruptions
Excellent organizational, multi-tasking, and time management skills while being deadline-oriented
Ability to be self-motivated and well organized
Ability to work effectively with minimal supervision while being results-oriented
Ability to work effectively with individuals and groups
Preferred
Bachelor's degree in Finance or related field preferred or four additional years of relevant work experience may be substituted in place of a degree
Property and Casualty insurance license preferred
Benefits
Complete health care
401(k) matching & Profit-Sharing plan (ROTH and traditional)
Paid holidays
Front-loaded PTO program
Tuition Reimbursement program
Company
HOLT Group
HOLT Group sells, rents, and leases industrial machinery and offers consulting and training services.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase