Financial Marketing Representative

Job Title

Financial Marketing Representative at Milton CAT

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

$43,600 to $47,800

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Marketing and Sales
• Industry: Machinery Manufacturing

• Coordinate finance opportunities to enhance 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, issue 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 all sales contracts for accuracy and coordinate financial lending opportunities.
• Submit and close financial packages.

• Bachelor’s Degree in Business or Finance not required but will be considered a plus.
• 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 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.

Resumes that are mailed, emailed or hand‑delivered to Milton CAT or any employee will not be considered. You must apply online. A background check and drug screen 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 without regard 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 employment opportunity.

VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug‑Free workplace.