Territory Finance Manager
The Larson GroupAbout the role
The Larson Group Peterbilt is looking for an experienced Territory Finance Manager to join our dynamic team. The primary responsibility of the Territory Finance Manager is to support the Sales Staff on sale of new and used equipment through placement of retail and lease transactions to outside vendors/finance sources. Maintain records and procedures currently in place for assigned locations. Seek direct finance opportunities for retail and lease transactions outside of TLG.
This position will report to the Finance team at our corporate office in Springfield, MO and can be located in the following cities: Charlotte, NC Greensboro, NC Dunn, NC Raleigh, NC Charleston, SC North Charleston, SC Florence, SC Wilmington, SCWhat We Offer:
- Paid Time Off
- Paid Holidays
- Medical, Dental and Basic Life
- 401K with employer contribution
- Bi-weekly Pay Schedule
- Opportunity for advancement and Career Development
Responsibilities:
- Maintain positive working relationships with the General Manager, Sales Manager, Sales Staff, and Sales Coordinators.
- Shop credit submission to the appropriate finance source and vendors.
- Maintain current activity status of applications in the system.
- Maintain follow up for timely outcome of all submissions.
- When liability is required, complete the appropriate forms, and obtain proper written approvals.
- Communicate with the sales staff on progress of credit submissions and outcome.
- Prepare commitments where applicable and transmit to appropriate party.
- Maintain appropriate finance penetration in assigned locations.
- Review chassis schedule monthly with sales staff and management.
- Review monthly sales recaps with sales staff on lost deals.
- Prepare month end reports, sales reports, recaps, and dead/declined transactions in required time frame.
- Communicate status with vendors, General Managers, and Management as needed.
- Make direct calls on end users in assigned territory and complete call reports on time.
- Maintain courteous and professional relations with all customers, salespeople, Sales Managers, General Managers, and lenders.
- Maintain confidentiality on all credit information, safeguarding all personal and company information.
- Seek new lender/broker opportunities as they arise.
- Review turndowns with other credit manager(s) weekly. Look for other possible sources.
- Attend sales meetings in assigned locations as needed, join in person or via phone conference.
- Establish and maintain relationship with vendors/finance sources.
- Keep sales staff up to date on finance incentives, special finance programs, and changes in credit criteria.
- Assist Sales Coordinators related to financial packages, as needed.
- Back up responsibilities on all CL department duties.
- Perform any other assigned duties given by Management.
Qualifications:
- High School diploma required.
- College degree in finance or other related business degree is preferred but not required.
- Must be able to demonstrate a professional level of communication.
- Working knowledge of Excel, Word, and PowerPoint is strongly recommended.
*Please note this is a safety-sensitive position
The Larson Group Peterbilt is an Equal Opportunity Employer that prohibits discrimination or harassment of any type. All qualified applicants are considered for employment without regard to race, color, national origin, age, sex, sexual orientation, gender, gender identity or expression, disability status, protected veteran status, or any other characteristic protected by law. We encourage individuals from all backgrounds to apply for our open positions, as we believe that a diverse workforce enhances our ability to serve our customers and community. Applicants who require an accommodation to participate in the job application or hiring process should contact Recruiting@tlgtrucks.com.
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