Retail Finance Assistant - Milwaukee, WI

Fabick CAT; Milwaukee (WI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Fabick Cat, Milwaukee, WI, is seeking a Retail Finance Assistant to support the Financial Marketing Manager with retail finance transactions and funding documentation. Based in Milwaukee, this role provides day-to-day operational support to ensure accurate finance documentation and timely funding for Territory Managers and customers.

The ideal candidate will have an associate or bachelor’s in Finance or Business, 1–3 years in finance or admin support, and strong Excel/CRM skills.

Qualifications

• Associate's or Bachelor's degree in Finance, Business, or related field, or equivalent experience.
• 1–3 years of experience in finance, lending, banking, or administrative support.
• Strong attention to detail and accuracy in processing documentation and figures.
• Excellent communication and computer skills, including Excel and CRM/database systems.
• Ability to multi-task, prioritize, and handle confidential customer and financial information.

Responsibilities

• Process retail finance documentation for accuracy and assemble funding packages.
• Assist with lender submissions, approvals, rates, and terms; maintain rate sheets and codes.
• Support Territory Managers and customers with quotes, applications, and funding statuses.
• Maintain finance transaction records, logs, and CRM entries; prepare pipeline reports.
• Provide general administrative support to the Financial Marketing Manager.
• Perform other duties as requested by management.

Skills

Attention to detail

Communication skills

Multitasking

Teamwork

Education

Finance/Business degree or related field

Tools

Excel

CRM/database systems

Job description

Retail Finance Assistant

Milwaukee, Wisconsin, United States

Company Overview

Fabick Cat is the authorized dealer of Caterpillar equipment, prime and stand-by power systems, parts and service, compact construction, and rental equipment for major portions of Illinois, Missouri, the entire state of Wisconsin and the Upper Peninsula of Michigan. We have been in business for over 100 years and are headquartered in Fenton, Missouri. For more information visit www.fabickcat.com

Why Work For Us!

At Fabick Cat, you are beyond just an employee, you are a part of the Fabick family. A family that has worked so diligently to cement a legacy that was built over 100 years ago through a collective vision "To Ever Serve Our Customers Better". This legacy could not have been possible without first employing then developing the best and brightest talent the market has to offer. We believe it to be of the upmost importance to invest in our workforce by supporting and empowering employees to develop the necessary skills to become successful in their own career.... to become a legacy. Are you ready to join our family legacy to continue our existence as 'the greatest service organization of its kind' over the next 100 years?

• a highly competitive total compensation and benefits package.

Position Summary

The Retail Finance Assistant supports the Financial Marketing Manager in the administration, processing, and coordination of retail finance and financial merchandising transactions for Fabick Cat's Territory Managers and customers. Based in Milwaukee, the role provides day-to-day operational and administrative support company wide to ensure finance documentation, applications, and funding are handled accurately and on time. The position reports to the Financial Marketing Manager.

Responsibilities

• Transaction Processing & Documentation: Prepare, review, and process retail finance documentation for accuracy; assemble quotation and funding packages; track documents sent to and returned from the field; and verify funding amounts and program codes before submission.
• Lender & Program Support: Assist the Financial Marketing Manager in working with lending institutions -- submitting applications and tracking approvals, rates, and terms. Maintain current rate sheets, program codes, and factory support program details.
• Customer & Field Support: Respond to Territory Manager and customer inquiries on the status of quotes, applications, and funding; collect and organize customer credit information; and assist with preparing initial quotations under the direction of the Financial Marketing Manager.
• Data, Reporting & Records: Maintain finance transaction records, logs, and system/CRM entries; prepare reports on pipeline, funded transactions, and PIN/volume tracking; and keep records complete and audit-ready.
• Administrative Support: Provide general administrative and coordination support to the Financial Marketing Manager and finance function, including communications, scheduling, and follow-up on outstanding items.
• Perform other miscellaneous duties as requested by management.

Qualifications

• Associate's or Bachelor's degree in Finance, Business, or a related field, or equivalent experience.
• 1-3 years of experience in finance, lending, banking, or administrative support (financial merchandising a plus).
• Strong attention to detail and accuracy in processing documentation and figures.
• Excellent communication and computer skills, including Excel and CRM/database systems.
• Ability to multi-task, prioritize, and handle confidential customer and financial information.

Physical Demands & Work Environment

• Primary work is performed in an office or service facility environment with frequent communication by phone and computer.
• Tasks involve sitting for extended periods, using hands and fingers to operate a computer and telephone, and reaching with arms.
• Occasional standing, walking, bending, stooping, crouching and kneeling may be required, especially when verifying equipment status in the yard or assisting with parts logistics.
• Employees are regularly required to talk and hear to communicate with technicians and customers; specific vision abilities include close vision, distance vision, color vision, depth perception and the ability to adjust focus.
• Must be able to lift and move up to 25 pounds occasionally (e.g., moving parts or equipment files) and safely handle heavier loads up to 50 pounds with assistance when necessary.
• Work may occasionally involve exposure to a warehouse or outdoor environment with moderate noise and varying weather conditions; appropriate personal protective equipment (PPE) should be used as required.

Equal Employment Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.