Finance Loan Document Specialist
Finance Loan Document Specialist
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$ 34 - 40
1 Vacancy
Job Description
Its your time make it matter.
At Peterson we partner with our customers to build the future. For over 85 years our peoples work has shaped the communities where we live where we raise our families and where we thrive. Petersons legacy permeates every aspect of our communities. From roads and bridges back-up power at hospitals fire-fighting concerts and moving goods; we are everywhere you look. At Peterson you dont just have a career you have a purpose.
Our family-oriented environment is built on safety winning growth and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson our family our brand and our values.
You have high expectations too.You are exceptionally motivated have outstanding skills and want your work to matter.Peterson offers competitive wages generous benefits and promotional opportunities at a family-owned and operated business.Its time to use your skills and passion to do work that matters!
Job Description
Peterson Cat has the immediate need for an experienced Finance Loan Document Specialist based at either our San Leandro CA or Hillsboro OR location.
The Finance Loan Document Specialist assists and consults Sales personnel in the preparation of all finance plan quotations credit submissions and other finance documents. This role monitors and maintains the funding log tracking financing documentation from quotation through funding. Additional responsibilities include interfacing with Caterpillar Financial Services handling customer account setups managing UCC filings and assisting the Credit Manager with reporting.
ESSENTIAL JOB FUNCTIONS
The following reflects managements definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.
- Directly assist and consult Sales personnel in the preparation of all finance plan quotations credit submissions and other finance documents.
- Coordinate the credit approval process for sales transactions with various financial funding sources track the execution of financing documentation through to funding verify receipt of funds and collect final electronic documents (E-docs).
- Monitor and clear funding logs ensuring they are kept current.
- Interface with Caterpillar Financial Services and local Caterpillar Financial Services Territory Manager via their preferred portal negotiating options for final contract approvals when needed.
- Work directly with Credit Manager to produce analyze and distribute reports pertaining to outstanding transactions Receivables Cash on Delivery (COD) Accounts New Sales Conversions and other data as directed.
- Respond to common inquires or complaints related to finance documentation from customers coworkers regulatory agencies and other stakeholders.
- Be the primary contact for all new customer account setups utilizing our customer relationship management (CRM) platform.
- Manage and maintain Uniform Commercial Code (UCC) filings releases and orders.
- Act as backup for Credit department tasks including but not limited to answering phone line and mailroom tasks as needed.
- Maintain regular punctual and predictable attendance.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty satisfactorily safely and in alignment with Petersons core values. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Associates degree from a fully accredited college in Business or other closely related field; and a minimum of three (3) years of directly related experience working with credit and/or finance documentation; or an equivalent combination of education and work experience.
CERTIFICATES LICENSES REGISTRATIONS
None required.
The CALIFORNIA hourly pay range for this position is: $34.76 - 40.85 (Starting wage will depend on experience and education. We also offer a total compensation package in addition to base salary.)
Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities females veterans and individuals with disabilities are encouraged to apply. A drug screen and background check is required.Required Experience:
Unclear Seniority
Employment Type
Full-Time
