Equipment Financing & Sales Support Specialist

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

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.