Yancey Bros Co.
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.
What You Will Be Doing: 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 (CapitalStream) 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.
Primary Responsibilities:
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
Additional Responsibilities:
Participate in required safety program, and work in a safe manner.
Additional duties as assigned by manager.
Who We Are Looking For: 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.
Education/Experience:
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.
Required Qualifications/Skills:
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
Preferred Qualifications/Skills:
Prior experience working in finance, sales or operations administration
Values: At Yancey Bros. Co, we are always looking to add people to our team who share our core values:
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.
Ideal candidates will demonstrate the following values:
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
What We Offer: 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 Structure
Competitive Pay
Technician Tool Allowance
401k Plan Strong Company Match
Employee Profit Sharing
Financial Wellness Coaching
Employee Wellness Program
Prescription Drug Coverage
Flexible Spending Accounts
Short & Long Term Disability
Group Life Insurance
Personal Time Off
Paid Holidays
Tuition Reimbursement
Ongoing Training
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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What You Will Be Doing: 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 (CapitalStream) 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.
Primary Responsibilities:
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
Additional Responsibilities:
Participate in required safety program, and work in a safe manner.
Additional duties as assigned by manager.
Who We Are Looking For: 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.
Education/Experience:
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.
Required Qualifications/Skills:
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
Preferred Qualifications/Skills:
Prior experience working in finance, sales or operations administration
Values: At Yancey Bros. Co, we are always looking to add people to our team who share our core values:
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.
Ideal candidates will demonstrate the following values:
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
What We Offer: 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 Structure
Competitive Pay
Technician Tool Allowance
401k Plan Strong Company Match
Employee Profit Sharing
Financial Wellness Coaching
Employee Wellness Program
Prescription Drug Coverage
Flexible Spending Accounts
Short & Long Term Disability
Group Life Insurance
Personal Time Off
Paid Holidays
Tuition Reimbursement
Ongoing Training
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr