Financial Mktg Funding and Supp Supervisor

Job Summary: The Financial Marketing Support and Funding Supervisor is responsible for the coordination of financial marketing and related activities. 

The incumbent in this position is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.

Essential Functions:

·         Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models and processes to ensure alignment with our Vision, Values, and Mission

·         Manages, trains, and evaluates the Financial Marketing Specialists

·         Manages the Retail Customer Experience

·         Serves as a liaison for Sales, Sales Support Group, Financial Services, Cat Financial, and other lenders

·         Compiles data and produces Financial Marketing Reports

·         Oversees the daily funding reporting requirements and Insurance Commission reconciliation

·         Assists Salesman in structure of finance package

·         Reviews clients financial statements and provides viable financing solutions

·         Prepares, submits, and closes finance packages

·         Coordinates financial opportunities to enhance the level of new sales and rental unit conversions

·         Provides payoffs for conversion contracts, provides quotes on finance options and handles communication between customers, sales, and lenders

·         Reviews sales contracts for accuracy and coordinates financial lending opportunities

·         Conducts regularly scheduled customer visits

·         Develops relationships with specific named accounts

·         Tracks and coordinates deal packages from submittal to completion, including funding from lender

·         Organizes and participates in pilot efforts of Holt and Cat Financial and other lenders

·         Specializes and trains in specific industries (Machines, Ag, Cranes, Trucks, and Power Systems)

·         Facilitates and coordinates customer and Cat Financial relationship

·         Requires regular and punctual employee attendance

·         Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards

·         Performs other duties as assigned

 

Knowledge, Skills, and Abilities:

·         Knowledge of administrative and management principles

·         Knowledge of financial statements and lending practices

·         Knowledge of data compilation and reporting and analysis

·         Computer literacy and intermediate to advanced level with Excel and Word

·         General to advanced mathematical skills to include adding, subtracting, multiplication and division

·         Critical thinking and problem-solving skills

·         Attention to detail and being thorough in completing work tasks

·         Effective influencing abilities and conflict resolution skills

·         Ability to multi-task, collaborate and communicate clearly both written and verbally

·         Ability to use relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards

·         Ability to read instructions and review documents for accuracy and calculations