Finance Coordinator

Hawthornemachineryco

San Diego (CA)

On-site

USD 35,817 - 41,328

Full time

14 days+

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Benefits offered by this job

Competitive Compensation

401(k) Plan + Company Matching

Health, Dental & Vision plans

Paid Time Off (PTO)

Tuition Reimbursement

Boot Reimbursement

Company-Supplied Uniforms

Job summary

Hawthorne Cat is seeking a Finance Coordinator to coordinate financing of equipment sales and provide administrative support. Responsibilities include processing credit applications, verifying information, and generating loan/lease documents.

The role involves collaborating with sales, credit, and operations, updating teams on deal status, and maintaining accurate records in Excel. A Bachelor's degree is required, with opportunities for growth in a family-owned company that emphasizes PRIDE

Qualifications

Bachelor’s degree from four-year college or university.
Ability to read, analyze, and interpret finance contracts.
Ability to write reports, business correspondence, and procedure manuals.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

Receive and process all credit applications and sales orders for equipment financing.
Verify accuracy and completeness of applications and customer information.
Follow-up with sales and operations to obtain additional information.
Provide updates and feedback to sales on deal status (approved, declined, conditioned).
Follow up with Hawthorne Machinery and CatFi to assure timely transactions.
Review/generate/distribute loan & lease documents; ensure 100% accuracy.
Upload invoices and required docs to electronic storage prior to submittal.
Provide quotes or finance proposals to sales reps and assist with rates/programs.
Work with credit department on new customer credit applications.
Maintain finance details in Excel; manage filing and document storage.

Skills

Financial analysis

Excel skills

Communication

Problem solving

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

We Build Better Communities

Be Part of the Hawthorne Difference!

Hawthorne Cat is a family-owned company that has led its markets for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and government.

Every member of our team plays a significant role in our success. Hawthorne Cat hires individuals who share our vision of Building Better Communities with our Customers and our values of Passion, Respect, Integrity, Dedication and Excellence (PRIDE).

If you are looking to build your future with an established, thriving company with countless opportunities for growth and advancement, you’ve come to the right place! At Hawthorne Cat, we’re always looking for exceptionally skilled, hardworking individuals interested in contributing to our success and the success of the communities that we serve.

Our people are our most valuable asset. That’s why at Hawthorne Cat we are committed to a comprehensive employee benefit program that helps our employees stay healthy, feel secure, and maintain a work/life balance.

SUMMARY

The Finance Coordinator will coordinate financing of equipment sales activities and provide administrative support, documentation and other paperwork by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Deliver on established goals either personally or through collaboration with sales, credit, operations, and other employees at Hawthorne Machinery:
Receive and process all credit applications and sales orders for equipment financing.
Verify accuracy and completeness off all applications submitted, including customer information and transactional information.
Follow-up with sales and operations team members to acquire any additional information required.
Provide updates and feedback to sales team on status of deals submitted (i.e.: approved, declined, conditioned, require more info for approval).
Follow up with Hawthorne Machinery and CatFi teams to assure transactions are completed in a timely manner.
Review/Generate/Distribute Loan & Lease documents as requested in either paper or electronic form. Confirm 100% accuracy of machine, customer, and finance information. Complete preliminary review of completed docs when returned to Finance dept.
Upload invoices and required documentation to completed electronic documents prior to submittal.
Provide Quotes or Finance Proposals to sales reps as requested and assist with quoting finance rates and programs.
Work with the credit department on new customer credit applications and account creation for both Hawthorne Machinery accounts and Cat Commercial accounts.
Maintain Daily/Weekly/Monthly Finance details on all transactions submitted via Microsoft Excel. Use compiled data to ensure timely processing of all parts of transaction including submitting UCC filings as necessary for deals pending 15+ days after delivery.
Manage record storage system for completed transactions by properly organizing and uploading scanned records to online storage database.
Build and maintain working relationship with Hawthorne Machinery. employees as well as Caterpillar Sales and Finance reps to assist with processing of transactions.
Other duties as assigned

EDUCATION, SKILLS AND EXPERIENCE

Bachelor’s degree from four-year college or university or equivalent combination of education and experience.
Ability to read, analyze, and interpret finance contracts, general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS:

Walking and moving about on foot often up and down stairs.

Handing: Seizes helps or works with hands.

Lifting: Raises or lowers miscellaneous paperwork.

Reaching: Extends hands and arms in any direction.

Stooping: Bends body downward and forward by bending at knees or waist.

Standing: Remains in standing position if required to perform various functions of the job.

Vision: Reads computer and paperwork.

Talking: Communications by phone and in person.

Sitting: Sits at desk. Sits for long periods of time.

ENVIRONMENTAL:

Noise: May work in conditions with constant or intermittent noise.