BCP Sales & Financing Coordinator

Dss Cat; Casper, Northern (WY, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Dss Cat is seeking a BCP Sales & Financing Coordinator to support the dealership’s sales team and Caterpillar Finance with equipment financing processes. You will coordinate quotes, communicate proposals, and prepare loan packages for credit approval, ensuring timely funding and accurate documentation.

This role requires strong Excel knowledge, proficiency with Word/Outlook, and good numerical skills to review statements and reports. Office-based environment with standard business hours.

Qualifications

• Must read, write and understand English.
• Must listen and follow instructions.
• Must be able to type and use a computer; basic knowledge of copy and fax machines.
• Must understand intermediate math and be able to evaluate numbers.
• Telecommunications skills to report results to salesmen and management.

Responsibilities

• Process quotes with CapitalStream and share proposals with the sales team.
• Submit quotes to CAT Finance for credit approval.
• Coordinate with CAT Finance analysts to prepare loan reports and collect required documents.
• Review and submit finance docs for approval and funding.
• Prepare loan package documentation for signatures and e-signatures.
• Monitor CAT Finance quotes, submissions, and funding timeliness.
• Support the Participation process by evaluating and submitting lost sales to APEX.
• Sales invoicing and maintaining support claims for BCP.

Skills

English literacy

Listening skills

Typing

Numerical ability

Education

High School diploma

Basic accounting/finance knowledge

Excel training

Tools

Excel

Word

PowerPoint

Outlook

Job description

JOB SUMMARY

The BCP Sales & Financing Coordinator is responsible for providing support to the dealership’s sales team and Caterpillar Finance related to equipment financing.

ESSENTIAL FUNCTIONS

• Work directly with Sales Representatives and Caterpillar Financial on financed machine packages.
• Process quotes through CapitalStream and communicate financial proposals to the sales team.
• Submits quotes to CAT Finance for credit approval.
• Coordinates with Caterpillar Finance credit analysts to prepare loan reports, and gather documentation needed to complete the credit approval process.
• Reviews and submits finance documents to CAT Finance for approval and funding.
• Prepare documentation to include in the loan package and send to the sales representative to obtain customer signatures, or directly to customer via E-Signature.
• Monitors all CAT finance quotes, credit submissions, and funding to ensure timely responses and completion of financing steps.
• Support the Participation process by evaluating and submitting all submitted lost sales to APEX.
• Position is also responsible for sales invoicing and maintaining support claims of all Building Construction Products (BCP)

OTHER DUTIES/RESPONSIBILITIES

• Support the Sales Department by answering telephones and assisting walk-in-customers.
• Ensure accurate delivery reporting on all Sales, Rental and Machine Demos.
• Assist Department Management with additional projects.
• Accurately track and report on machines and other performance metrics aligned with Sales Department initiatives.
• Cross train with other areas in the Sales Department to assist where needed.

QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY

• Must be able to read, write and understand English.
• Must be able to listen and follow instructions.
• Must be able to type, be able to use a computer and have basic knowledge of copy and fax machines.
• Must understand intermediate math and be able to evaluate numbers.
• Telecommunications skills are required to report results to salesmen and management.

EDUCATION OR FORMAL TRAINING

• Minimum High School graduate or equivalent, post High School education preferred.
• Basic knowledge of accounting and finance principles.
• Training or experience with Excel required.

EXPERIENCE

• Keyboard, telephone skills, knowledge of PC and mainframe computers, operating copy, fax machines, and general office equipment.
• Experience with Word, Power Point, Outlook and Excel.
• Experience in project development & completion. Willingness to make suggestions to management team.

PHYSICAL/ENVIRONMENTAL REQUIREMENTS

• Office environment requiring professional dress and appearance.
• Primarily involved in office activities.
• Sit and or stand 6-8 hours per day. Be prepared to work longer than normal days.
• Use hands and feet for fine manipulation.
• Lift 20 – 40 pounds

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.