Assistant Finance Coordinator

Primary Job Role

Processes new customer applications for financing through Cat Finance.

Utilizes Cat Finance Express to input customers credit information for review by Caterpillar.

Processes equipment finance information provided by sales rep. Inputs equipment model price year serial number etc. into Finance Express inputs finance conditions requested by customer/ sales rep (i.e. term rate down payment subsidy amounts arrears/ advance payments) linking equipment finance information to customers Cat Financial Credit Application and submits deal to Cat Financial for approval via Finance Express.

Notifies sales rep/ manager if applications are denied and provides explanation for denial.

Notifies sales rep when deal is approved and to discuss any conditions of approval (i.e. any changes to requested finance conditions.)

Generates finance documents obtains equipment invoices.

Assists in maintaining monthly spreadsheet of all deals in progress of all deals funded and/or to be funded (dates sales rep customer equipment invoice number dollar amount) and corresponds with Cat Financial salespeople until funding is complete.

Assists with customer/ branch calls regarding account status faxes invoice copies and handles account details statements service charges and customer disputes.

Performs other duties as assigned.

Essential Job Competencies

Safety: fully supports encourages and follows safe work behavior and considers safety of paramount importance in the workplace.

Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS.

Communication: Uses active listening skills conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments progress problems and plans through consistent effective communication. Avoids surprises.

Information Gathering: Checks all appropriate sources in identifying the information needed for analysis and decision making. Uses skillful methods in obtaining high quality relevant information. Checks work to ensure accuracy and completeness. Compares observations or finished work to what is expected to find inconsistencies. Clearly documents sources and organizes the information according to the research needs.

Planning and Organizing: Creates realistic schedules and follows them. Evaluates progress against schedule and goal. Identifies the sequence of tasks and the resources needed to achieve a goal and prioritizes key action steps. Anticipates the impacts / risks of actions. Seeks and uses others input about critical actions timelines sequencing scope methodology expected outcomes and priorities. Adjusts plans based on input.

Customer Oriented: Demonstrates concern for satisfying external and/or internal customers. Responsive quickly and effectively addresses customer concerns or problems. Assures customers he/she is willing to work with them to meet their needs. Presents a cheerful positive manner with customers.

Credibility: Demonstrated concern to be responsible reliable and trustworthy. Maintains commitments. Respects the confidentiality of information or concerns shared by others. Is honest and forthright with people. Takes personal responsibility for the quality and timeliness of work. Punctual follows instructions policies and procedures.

Stress Management: Keeps functioning effectively when under pressure and maintains self-control in the face of hostility or provocation. Remains calm under stress. Can effectively handle several problems or tasks at once. Controls response when criticized or provoked.

Interpersonal Skill: Anticipates notices and understands concerns of others involving them in a process or decision to ensure their support. Develops and maintains positive relationships. Considerate and discreet in handling challenging awkward or tense interpersonal situations focusing on issues and interests instead of people or positions. Knows when to escalate critical issues when unsuccessful in gaining support.

Fostering Teamwork: Listens and responds constructively to other team members ideas. Offers support for others ideas and proposals. Is open with other team members about his/her concerns. Works for solutions that all team members can support.

In 1962 Ring Power Corporation became a full-line Caterpillar dealer in North Florida and later expanded its authorized territory to include Central Florida.

Today Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano and Miami. Ring Power also has eight facilities outside of Florida - Rhode Island New Jersey the Carolinas Georgia Texas and California - to serve the needs of other specialized industries and customers.

Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer order to preserve the Customers First reputation that Ring Power was built on we continually train our employees and work closely with our customers to assure complete satisfaction especially after the sale.

Currently more than 2000 employees at 26 locations throughout Florida and the United States work hard to provide the highest quality construction equipment backed by responsive professional service and support at every level.

Education and Experience

Formal Education High School diploma or GED

Experience 1-2 years

Required / Credentials

Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers.

Not Required but Highly Desired Criteria

Previous experience in banking or finance is desired.

Proficient in Word Excel and Microsoft applications.

Updating of Knowledge

Job requirements occasionally change requiring re-training to stay current every 3-5 years.

Responsibility for Change Innovation Overall Improvement and/or Effectiveness

Problem Solving Job requires problem solving ability established examples / guidance are not always available

Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries.

Autonomy Job is regularly monitored to determine outcomes. Assignments allow some discretion in decision making and setting priorities within well-established parameters.

Working Environment

Stress Load Regular exposure to these stresses (20-80% of the time).

Workload Fluctuation Job frequently involves changes in priorities complexity and/or quantity of work.

Work Schedule Work is routinely performed during regular business hours with rare exceptions.

Organizational Impact

A persons performance in this job has noticeable immediate impact on expense efficiencies or achievement of overall department objectives.

Supervisory Responsibility

Job has no subordinates / no supervisory responsibility (may work independently or as a member of a team)

Physical Demands

NA: Not Applicable

O: Occasionally - (up to 3 hours/day)

F: Frequently - (3-6 hours/day)

C: Constantly - (6-8 hours/day)

N/A: Climbing
N/A: Balancing
N/A: Stooping
N/A: Kneeling
N/A: Crouching
N/A: Crawling
O: Reaching
O: Standing
C: Sitting
O: Walking
N/A: Feeling
C: Fingering
O: Grasping
F: Repetitive Motion
O: Talking
F: Hearing
O: Pushing - Up to 25 lbs.
O: Pulling - Up to 25 lbs.
O: Lifting - Up to 25 lbs.
N/A: Pushing - 26-50 lbs
N/A: Pulling - 26-50 lbs.
N/A: Lifting - 26-50 lbs.
N/A: Pushing - Over 50 lbs.
N/A: Pulling - Over 50 lbs.
N/A: Lifting - Over 50 lbs.

Environmental Conditions

NA: Not Applicable

O: Occasionally - (up to 3 hours/day)

F: Frequently - (3-6 hours/day)

C: Constantly - (6-8 hours/day)

C: Inside conditions: Protection from weather but not necessarily from temperature change.
N/A: Outside environmental conditions: No effective protection from weather.
N/A: Extreme cold: Temperatures below 32 degrees for periods of more than one hour.
N/A: Extreme heat: Temperatures above 100 degrees for periods of more than one hour.
N/A: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level
N/A: Vibration: Exposure to oscillating movements of the extremities of whole body.
N/A: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts electrical current working in high places exposure to heat and/or chemicals.
N/A: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes odors dust mists gases or poor ventilation.
N/A: Oils: There is air and/or skin exposure to oils and other cutting fluids.
N/A: Air particulates / contaminants: the worker is required to wear respirator.

RING POWER CORPORATION INC. IS AN EQUAL OPPORTUNITY EMPLOYER