Finance Support Specialist

From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs.

This all starts with our greatest asset…our employees.

As a Finance Support Specialist you will manage the administrative duties related to requests for financing options for equipment purchases or machine repairs. This position will utilize Caterpillar Financial Finance Express software (Capital Stream) as well as various Yancey systems (DBS, CODA, COTI) and other developed applications. This position communicates daily with customers both internal and external. This position is also required to compile various reports as needed as well as perform any other tasks as needed to help support Yancey’s goals.

• Enter deals into Capital Stream
• Calculate RPO Payoffs
• Distribute Doc packages to Salesman or Customer
• Follow up on outstanding docs
• Review doc packages for completion
• Maintain procedures to track financing process from Quote to funding
• Obtain payoff info from Finance Companies
• Assist with funding issues
• Assist Salesmen with Finance questions
• Coordinate and submit deals to Third party finance companies
• Work with Finance Manager to Develop Finance Plans using Cat and other competitive programs and level of service
• Works with other internal departments (Admin, Acct, Credit) to facilitate funding, posting of wires, subsidy application, and customer service
• Foster relationships with Cat Financial and other Financial service providers to ensure quality service to our customers

• Participate in required safety program, and work in a safe manner.
• Additional duties as assigned by manager.

To be successful in this position you should have prior experience prioritizing work flows, completing projects in a timely fashion and organizing processes. You should possess a strong sense of urgency and desire to provide superior customer service. The ability to take direction and work in a team environment is essential to this position as well.

• College degree preferred;
  Bachelor's degree (B.
  
  A.) from four-year college or university; or two to three years related experience and/or training; or equivalent combination of education and experience.

• At least two (2) years as an administrative assistant or similar role
• Proficient with Outlook, Excel (formulas, charts, graphs) and Word
• At least two (2) years assisting customers with accounts in person and over the phone
• Experience prioritizing work flows that have fluid demands
• Extremely organized

• Prior experience working in finance, sales or operations administration

• Safety:
  We value the lives and health of our team and customers above all else.
• Integrity:
  We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.
• Teamwork:
  We work as one across our organization for the benefit of our customers.
• Excellence:
  We strive to be the best, continuously improving our customers’ experience and the solutions we provide.
• Sense of Urgency:
  We respond quickly to customer needs and hold ourselves accountable for results.

• Acting in a safe manner
• Exhibiting honesty and integrity
• Acting in a fair and ethical manner
• Team mentality
• Delivering quality results
• Exhibiting pride and ownership
• Working with a sense of urgency
• Exhibiting a winning attitude

Yancey Bros Co offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.

• Competitive Pay