Financial Marketing Representative

Milton CAT Milford , MA 01757

Posted 1 week ago


Milton CAT is seeking an experienced Financial Marketing Representative. The Financial Marking Representative is an essential essential essential part of the customer financing process and is responsible for negotiating, generating and submitting quotesfor credit approval for machines being sold by Milton CAT. This position requires a self-motivated, energetic; detail minded individual with strong negotiation skills.

Essential Duties

  • Coordinate finance opportunities to enhance the level of new sales and rental units.

  • Submit customer applications through CAT Financial/and or other financing companies to obtain credit approval.

  • Provide payoffs for conversion contracts, provide quotes on finance options and handle communication between customers, sales, and lenders.

  • Work with customers to identify financial needs and offer appropriate lending solutions.

  • Review of all sales contracts for accuracy and coordinate financial lending opportunities.

  • Submission of financial packages and closing of finance packages.



To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required.

  • Bachelor's Degree in Business or Finance with 3-5 years of experience in the financial field.

  • Strong interpersonal and relationship building skills.

  • Strong finance acumen.

  • Proficient in the use of a computer and related software (Word, Excel, etc.).

  • Excellent negotiation skills.

  • Strong problem-solving skills and be detailed oriented with a high level of accuracy.

  • Ability to perform duties with a sense of urgency, exceeding customer expectations.

  • Valid driver's license and a safe driving record.

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties.

Resumes that are mailed, emailed or hand-delivered to Milton CAT or any employee will not be considered. You must apply online. Background checks, drug testing, and health assessments are required as part of our pre-employment process.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration withoutregard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employmentopportunity. VEVRAA Federal Contractor. EEO/AA employer.

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Financial Marketing Representative

Milton CAT