Retail Finance Coordinator - Milwaukee

Milwaukee Succeeds; Milwaukee, Northern (WI, KY); Hybrid; USD 36,000 - 52,000; Full time

Job summary

Fabick Cat in Milwaukee, WI is seeking a Retail Finance Assistant to support the Financial Marketing Manager with administration, processing, and coordination of retail finance and financial merchandising transactions. This role ensures accurate funding and timely documentation across the field.

You will handle quotes, applications, funding tracking, and data entry, providing day-to-day support to Territory Managers and customers while maintaining audit-ready records and CRM entries.

Qualifications

• Supports retail finance administration and funding processing.

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.

Job description

Fabick Cat in Milwaukee, WI is seeking a Retail Finance Assistant to support the Financial Marketing Manager with administration, processing, and coordination of retail finance and financial merchandising transactions. This role ensures accurate funding and timely documentation across the field.

You will handle quotes, applications, funding tracking, and data entry, providing day-to-day support to Territory Managers and customers while maintaining audit-ready records and CRM entries.