Now Hiring - Coastline Equipment - Professional Services Finance Sales Coordinator in Meridian, ID

Full description of the position

Receive Whole goods Invoices

John Deere Construction Equipment Dealership with multiple locations serving Southern California, Nevada and Idaho is looking for a Finance Sales Coordinator for our Meridian, Idaho location.

Title: Finance Sales Coordinator

Reporting to: Branch Controller

Job Responsibilities:

Financing General

• TValue calculations and amortization schedules based on salesman request
• Knowledge of all current Financing bulletins within John Deere
• Provide knowledge on JDQuote Finance tab, ensure correct financing & leasing options are chosen
• Coastlines 85% of JDs residual
• Answer any Sales Reps. question on financing options and if customer can get financed
• Walk Sales Reps. through RPO conversions
• Submit for residual exceptions to JD Asset management
• Main contact for John Deere Financial
• Any questions related to customers account
• Setting up auto-payment
• Helping with discrepancies between customer and JDF

Submit Finance Deals under Ceres

• Make sure JDF Credit app. is filled out correctly
• Providing Deere with appropriate information for the deals
• Working with customers for information needed
• Working with salesman for information needed
• Monitor deals until approved
• Working with JDF Credit Analyst

Prepare Documents for Salesman to get customer signature on

• E-signatures through CERES
• Provide expertise to Sales Reps. about E-signature in JDQuote

Review Docs after turned in by sales reps/Whitney

• Make sure all paperwork is done correctly
• Signed Purchase Order, collect shippers with correct dates and signatures
• Down Payment check is correct and copy with the sales files
• Collect and Submit First payment if applicable
• Maintain Copies of documents needed with files and ones needing to be confidential
• Overnight signed finance documents.
• Coordinate with Parts department to get loan documents out in timely manner and with A/P to get coded correctly for charges incurred.

Networking with Lending Institutions/Banks to be able to finance customer with other Outside sources

Receive whole goods invoices

• John Deere Invoice
• Whole goods Vendors
• Post Discounts (if applicable)
• Swap out attachments into options (Coupler, thumbs, Hyd Kits)
• Work with Inventory Manager on correct cost to take-off attachments
• Monitor on-order attachments. Invoice out of EQUIP if sold with previous deal
• Make accounting accruals match up for attachments
• If Deere branded, settle in JDSET and take appropriate discount

Power Plan

• Submit credit applications to Power Plan for approval
• Get in contact with customer on credit limit approved
• Work with Service department/Sales department on submitting a deal to Power Plan
• Contact customer to go over details of credit plan options for payment

RPOs

• Monitor RPOs for correct attachments, billings and correct settlement dates
• Kaley creates RPO contracts and performs monthly billing-Take over if she is out
• Reverse any RPO invoice the sales rep. needs.
• Close out RPO contracts so the unit can be invoiced

Lease Maturities

• Contact Sales Rep. to find out what customers intentions are
• If financed, gather financing payments and get to sales rep/customer
• If unit return to JDF, request storage receipt from JDF
• Storage receipt to Sever/Jerome Service to be filled out and returned to Matured Lease Sales Manager
• Receive Evaluation with invoice JDF will send customer for repairs on lease return
• Contact sales rep to see if there are any discrepancies

This job description does not include a complete listing of all the duties and functions of the position. Management reserves the right to assign other duties or projects as necessary.

Required Qualifications:

• Bachelors Degree in finance / Accounting or any other related field.
• Possess good communication skills oral and written.
• Work well under pressure meeting multiple and sometimes competing deadlines.
• Shall always demonstrate a cooperative behavior with Sales, Service, Rental Departments, fellow colleagues and managers.
• Good Organizational skills and computer skills need to be broad.
• Possess physical ability to perform phone conversations (normal speaking and hearing)
• Experience with software, computers, and office equipment.

Relationships and Roles:

• Promotes and always embraces company Core Values.
• Sets an example in areas of personal character, commitment, organization and operational skills, work habits and companys Safety Program.
• Must promote professional appearance demonstrates the ability to interact and cooperate with all customer, company employees and company managers in a professional manner always.

Other Requirements:

• Must be able to pass pre-employment drug test.
• Authorized to work in US.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is frequently required to stand; walk; and use hands to finger, handle, or feel objects, tools, or controls. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision peripheral vision, depth perception, the ability to adjust focus and the ability to distinguish printed color.

Benefits (As per company policy- benefits will be available after 90 days of employment):

• Health, dental, vision,
• Paid Time off
• Paid Holidays

Wage: $50,000.00-$60,000.00 per year

EEOC STATEMENT: Coastline Equipment provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, or marital status. Coastline Equipment complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• Do you have finance or accounting experience? If so, please describe your experience.
• What is your desired salary? Please mention a number or range.

Ability to Relocate:

• Meridian, ID 83642: Relocate before starting work (Required)

Work Location: In person