Finance Specialist - Industrial Equipment

Description

Finance Specialist – Capital Equipment

Wiese USA, a leader in the Material Handling Industry, has an immediate need for a dynamic, motivated team-member for a new Team Member on our finance/leasing team in St Louis, MO (I-170 and Olive).

ABOUT THE POSITION
This role manages and coordinates best in class equipment leasing services for Wiese’s Regional teams for their customers to close sales utilizing financial merchandising tools and products.  You will be a skilled collaborator, team player, and negotiator with the ability to work cross functionally with internal teams and directly with customers.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Equipment Lease Origination:

• Learn all finance programs/current sources
• Propose payment options for all retail opportunities
• Database Administration
• Negotiate with finance vendors to maximize Wiese market position
• Help sales team structure deals to win business and fit customer needs
• Quote Wiese Leases/Long Term Rentals
• Choose best finance source for each equipment lease
• Work directly with customer as needed

Equipment Leasing Credit Process:

• Process credit applications/request (fax, email etc)
• Negotiate with leasing vendors to approve as submitted
• Negotiate final numbers for Wiese (goal of adding 1.5% in additional Gross Profit/Revenue)
• Maintain an approval rate of >95%
• Choose best leasing vendor for each deal
• Obtain credit information from customer as needed

Equipment Leasing Documentation:

• Request, print and mail documents to appropriate salesperson/sales administration
• Coordinate document language disputes between leasing vendor and customers
• Coordinate execution of all documents required for equipment leasing to include customer signatures as needed

Equipment Lease Terminations:

• Maintain Wiese active in-term and month to month asset list
• Publish monthly terminations to Regional teams
• Maintain database and tickler system for each asset
• Follow up with each Regional team for status of lease terminations
• Provide end of term release and purchase options for customers

New Equipment Inventory:

• • Maintain Wiese’s new equipment inventory plan
  • Use forecasting tool to recommend needed units
  • Work with Regional teams, Sales Directors and Rental Managers to obtain appropriate replacement specs for needed equipment
  • Recommend where to location to ship and store equipment
  • Coordinate inventory order processing with Sales Administration

Company Information

ABOUT WIESE
Wiese USA is the largest Caterpillar forklift dealer in the United Sates and has been awarded the Dealer of the Year for over 30 consecutive years. Using innovation and technology to provide solutions for the material handling needs of our customers, Wiese is recognized as an industry and market leader.

Leveraging its core competency, Wiese is on its way to becoming a one stop, full-service provider of integrated material handling solutions. The Wiese family of companies offers its customers a suite of material handling solutions covering concept and design, installation and maintenance, and performance reporting. 

 

The cornerstone of all Wiese companies is the Culture and Values all Wiese Team Members live by and is included in the company’s Vision Statement: To be a great company, recognized as the best solution for material handling needs, and to treat our customers as we want to be treated. We believe exceptional results are achieved by exceptional people doing exceptional things.

All Wiese team members are responsible for promoting our vision, cultural, values, and safety guidelines while supporting all that has made Wiese a leader in the material handling equipment and service industry. Making sure our team members go home healthy every day is our greatest priority.

We have a comprehensive benefit package and a great working environment. To learn more about us, please visit www.WieseUSA.com. Be a part of our success!

Wiese has been around for over 80 years.  To learn more about what makes us tick and why we do what we do:

• Our Website: https://wieseusa.com/
• Our YouTube page: https://www.youtube.com/user/WieseUSA
• Our Facebook page: https://www.facebook.com/WieseUSA/