Retail Finance Specialist / Finance Contract (Level II)

Retail Finance Specialist / Finance Contract (Level II)

C&B Operations, LLC is a progressive family-owned company that has grown over 35 years to include thirty-six John Deere dealerships in six states. Currently, they have a full-time opening for a Retail Finance Specialist / Finance Contract (Level II) in its Field Support Office in Sioux Falls, SD. This position provides lead generation and strategic input to the sales department regarding equipment financing and warranty options.

Essential Duties :

• Liaison for the sales department
• Maintains and communicates up-to-date financing programs to the Sales Department to help structure deals
• Provides information on program details, unit eligibility, program protection, etc including John Deere Financial and Third-Party Lenders
• Reviews workflow of deal documents daily for accuracy and timeliness
• Notification of loan / lease approvals to the Sales Department
• Generate loan / lease documents and provides to the Sales Department for customer signature
• Prepares loan and lease quotes to the Sales Department
• Monitors lead generator tools that can be used to make the sales team aware of finance opportunities
• Customer Interactions : Interact directly with customers and effectively communicate pricing and coverage components for warranty products available for purchase including Powergard and other Third-Party products
• Finance Administration : Assists Finance Manager in the loan application process for customers seeking finance options for their equipment purchases. Keeps records of loan applications, loans and leases secure and protected. Obtains, records and stores Tax Exemption Records. Monitors past due accounts
• Other duties as assigned
• Present financial service products in a compliant manner
• Requests additional information required from lenders from the customer or the sales team when required
• Understands the customer's specific needs and tailor terms that fit their needs
• Obtains payoff information for trade / consigned equipment
• Provides customer service for customer requested payoffs, invoices, lease maturity, etc
• Provides notification and follow-up on Maturing Leases at John Deere Financial
• Supervisory Responsibility : This role will supervise a small team of administrative assistants

Qualifications :

Employee Benefits :