Finance Coordinator

Wagner Equipment Co.; Aurora (CO); On-site; USD 59,000 - 76,000; Full time

Benefits offered by this job

PTO

Health insurance

401K with company contribution

Tuition reimbursement

Life Insurance

EAP

Employee discounts

Job summary

Wagner Equipment Co. in Colorado is seeking a Finance Coordinator to review loan applications and financing orders for approval or denial, and to provide support across UCC searches, title work, and lien processing.

You will work with Caterpillar Financial and other lenders to explain financing options, process from approval to funding, and assist sales staff with timely payoffs and documentation. This role requires a High School Diploma, 1+ year of admin and customer service experience, and

Qualifications

• High School Diploma or GED.
• 1+ years administrative/clerical experience.
• 1+ years customer service experience.

Responsibilities

• Offer financing to internal/external customers, including a thorough explanation of financing options available via approved third-party lenders.
• Provide support for financing with Caterpillar Financial and outside finance companies.
• Process finance orders from approval to funding.
• Participate in monthly/quarterly meetings with the Caterpillar Territory Managers.
• Process CAT Commercial Finance transaction invoices as tasked.
• Process lien searches and releases of equipment on trade-ins and consignments as needed.
• File and terminate UCC filings with the Secretary of State as needed.
• Prepare title paperwork for cash and financed deals for Wagner Equipment as needed.
• Prepares payoffs for rentals, leases and notes requested y salespersons and customers as needed.
• Other duties as assigned by lead and/or manager.

Skills

Data Entry

Communication

Organizational Skills

Attention to detail

Education

High School Diploma or GED

Administrative/clerical experience

Customer service experience

Tools

Microsoft Word

Outlook

Excel

PowerPoint

Access

Job description

At Wagner, our people are the driving force behind everything we do. We’re committed to helping our employees grow through meaningful work, career development, and opportunities to learn and advance. Join a team that values collaboration, innovation, and the people who make our success possible. We offer excellent benefits and supply you with the tools you need to maximize your potential.

Benefits include:

• Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
• Medical, dental, and vision insurance
• Life and AD&D Insurance
• Retirement Plans - 401K eligible employees can receive a company contribution up to 7%
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• CEFCU - Employees have access to services including payroll deductions, savings, accounts, loans, VISA card and more
• Additional Benefits include Supplemental life Insurance, Critical Illness + Accidental Insurance, ID WatchDog and discounted employee phone plans

The Finance Coordinator is responsible for reviewing the loan applications and financing orders for submittal to lenders for approval or denial, to include new notes or leases. The position’s other duties include backup support on many functions, including but not limited to UCC searches and filings, lease/rental note payoffs and documentation support.

Pay Rate: $58,800.00 - $75,800.00 Annually

Pay rate is dependent upon education & experience.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Offer financing to both internal/external customers, including a thorough explanation of financing options available via approved third-party lenders.
• Provides support for financing with Caterpillar Financial and outside finance companies.
• Processes finance orders from approval to funding.
• Participates, when required, in monthly/quarterly meetings with the Caterpillar Territory Managers.
• Processes CAT Commercial Finance transaction invoices as tasked.
• Process lien searches and releases of equipment on trade-ins and consignments as needed.
• File and terminate UCC filings with the Secretary of State as needed.
• Prepare title paperwork for cash and financed deals for Wagner Equipment as needed.
• Prepares payoffs for rentals, leases and notes requested y salespersons and customers as needed.
• Other duties as assigned by lead and/or manager.

Required Education and Experience:

• High School Diploma or GED
• 1+ years administrative/clerical experience
• 1+ years customer service experience

Physical Demands & Competencies:

• Standing, walking, talking, sitting, use of hands & hearing
• Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds
• Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
• Safety & Product Knowledge
• Intermediate knowledge of Microsoft Word, Outlook, Excel, PowerPoint, and Access

Work Environment:

• Noise: Moderate
• Indoors

Other Duties:

Job Offers are contingent upon all required pre-employment screenings which may include but are not limited to background checks, drug/alcohol testing, fit for duty testing, and any other job-related tests/screenings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.

Wagner Equipment Co. is an EEO/AA/Veterans/Disabled employer.

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.