What are the responsibilities and job description for the Sr Finance Administrator position at Dobbs Equipment?
Job Title: Senior Finance Administrator | Reports To: Finance Manager |
Department: Finance, (10), Exempt | Location: Atlanta |
Summary of Primary Functions:
This position will support the retail financing process that provides our customers with financing of their equipment purchases through captive, third-party banks, and lending institutions with the objective of increasing market share and maximizing profit.
Essential Functions and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)
- Build and maintain strong working relationships with internal business partners (VP’s, GM’s. sales and operations), utilizing clear and frequent communication focusing largely on the Atlanta and surrounding markets.
- In partnership with GM’s and Sales, meet with and develop relationships with strategic customers to drive increases in market share and customer satisfaction.
- Support the current relationships with our primary retail financing lender John Deere Financial, and other third-party lenders of retail credit to our customer base. Collaborate with Finance Manager and our primary and secondary lenders to establish competitive programs to meet current market conditions.
- Support initiatives rolled out through Finance Manager increasing finance-based income.
- Conduct accurate credit analysis of new customers by utilizing financial statement analysis, credit bureau reports, customer history, and branch feedback.
- Participate in weekly/monthly calls with branch management to review pipeline.
- Utilize current reporting tools to manage upcoming finance pipelines.
- Scanning of documents into Performa relating to legal files, credit applications, credit bureau reports, bankruptcy, and related documentation.
- Work in conjunction with Credit Department to report / review necessary finance issues to Corporate Finance Manager. Review and analyze financing requests to meet lender and customer objectives including accurate submissions.
- Determine needs regarding new and existing customer PowerPlan accounts.
- Submit Finance deals to our Primary and Secondary lenders utilizing the Workflow tool in a timely manner.
- Review and approve completed finance documentation and submit it to settlement team.
- Manage outstanding or incomplete finance transactions resolving any discrepancies (CIT)
- Work with Finance Manager to reconcile Whole Good Clearing Accounts
- Review and distribute to necessary personnel on finance-related programs being offered.
- Provide or acquire lease quotes as needed.
- Perform any necessary lien search or Secretary of State name verification for trades/pass through inventory being acquired by dealership.
- Customer visits discussing financial concerns/potential solutions to financial needs.
- Travel between offices to review financing needs for customers and relationship building (30% time).
- Basic knowledge and understanding of current state tax regulations.
- Good working Knowledge of both Fair lending and Fair Credit Reporting Act (FCRA)
Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Valid Drivers License
- Finance experience
- Credit experience
Education, Skill, and/or Experience Requirements:
- College Degree in Finance/Accounting or related field or a minimum of three years in finance, credit or collections.
- Positive attitude, excellent communication skills (verbal and written), and good organizations skills.
- Good understanding of credit reporting agencies such as Equifax and Cortera, as well as financial statements.
- Strong computer skills – Excel, Word, PowerPoint
- Willingness to travel as needed. 30% of the time.
- Knowledge of related federal and state laws affecting and governing collection activity.
- Knowledge of related federal and state laws affecting bankruptcy.
- Knowledge of Uniform Commercial Code (UCC)-Revised Article 9 or equivalent legislation.
- Basic understanding of financial statements
- Strong ability in negotiation and conflict resolution skills.
- Ability to multi-task in a fast-paced environment with proficient follow-up.
- Ability to manage positive relationships, both internally and externally.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, and outside weather conditions. The noise level in the work environment is usually quiet.
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. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must regularly lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, and color vision.
We’re an Equal Employment Opportunity and Affirmative Action Employer:
Dobbs Equipment is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to providing an environment free of discrimination, harassment, and retaliation both for our employees and applicants. We make all employment-related decisions on the basis of an individual’s qualifications and job performance. We recruit, hire, promote, train, transfer, and make compensation decisions without regard to race, religion, color, creed, national origin, ancestry or citizenship status, sex, sexual orientation, gender, genetic information, marital status, pregnancy status, age, disability, protected veteran status, or any other characteristic protected by federal, state, or local law.
Notice to Applicants: We participate in E-Verify in the United States.
Drug Free and Alcohol-Free Workplace Notice.
Dobbs Equipment is an Equal Opportunity and At-Will Employer.