Financial Marketing Consultant
ABOUT THE COMPANY
Thompson Machinery is a Caterpillar equipment dealer serving the middle and west Tennessee and northern Mississippi regions. Since 1944, Thompson Machinery has been an industry leader, renowned for superior solutions, lasting relationships, and stronger communities. Serving a broad range of customers in the construction, forestry, mining, industrial, governmental, and agricultural industries, as well as trucking, power generation, and marine businesses, Thompson Machinery is a total equipment solution provider.
JOB PROFILE
The Financial Marketing Consultant will be responsible for working closely with the sales department to develop long-lasting relationships with customers. The position will apply proved communication, analytical, and problem-solving skills to provide optimal financial quoting and sales support solutions, maximizing the return on business and sales transactions. This position is also responsible for various roles related to financial operations, including accounting, treasury, tax, internal controls, planning, budgeting and forecasting.
RESPONSIBILITIES
- Establish goals and metrics for the department staff to ensure effective processing and placement of customer finance packages.
- Evaluate credit risks and coordinate lending packages to appropriate financial institutions for the sales force. Responsibilities include but are not limited to credit assessments, credit documentation, financing quotes, applicable system inputs, marketing programs implementation, and financial institution documentation.
- Recommend and implement finance program strategies to enhance sales and profitability.
- Mentor sales representatives and support personnel to ensure targeted goals and objectives are met.
- Provide financial consulting to customers and sales force to optimize profitability.
- Track funding at financial institutions for Thompson Machinery machine sales.
BASIC REQUIREMENTS
- Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field preferred.
- Minimum of 3-5 years of professional Finance Experience, including Supervision and Direct Lending Experience.
- Visionary with the ability to influence and execute strategic direction.
- Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization. Good understanding of the organization's goals and objectives.
- Familiarity with Office 365.
- Strong documentation skills.
- Ability to absorb and retain information quickly.
- Ability to present ideas in a user-friendly language.
- Highly self-motivated and directed.
- Proven analytical and problem-solving abilities and keen attention to detail.
- Strong written, oral, and interpersonal communication skills.
- Ability to prioritize and execute tasks in a high-pressure environment.
- Experience working in a team-oriented, collaborative environment.
Safety
- Know and follow all Company and customer safety rules, including maintaining a safe, clean, and orderly work area, fully participating in Company accident prevention and safety improvement activities.
- Must have the physical ability to wear Personal Protective Equipment (PPE), including protective glasses, protective gloves, and protective clothing and footwear as required by the job.
Customer Satisfaction
- Respond to all customer requests in a professional and courteous, timely and responsive manner.
- Maintain a clean, professional personal appearance at all time, meeting all Company standards for professionalism.
- Keep Sales leadership continually apprised to assist in answering customer questions and problems when necessary.
Business
- Supports the organization's mission, vision and values by exhibiting the following behaviors: honesty, integrity, and respect while delivering high quality solutions and maintaining a positive attitude and a safe work environment.
- Accepts responsibility for mistakes or problems. Maintains "ownership" of assigned tasks.
- Demonstrate a positive attitude and a high level of personal credibility and integrity with customers, management, and dealership co-workers.
- Must be dependable. Consistently arrives at work on time when scheduled, fully ready to work.
- Maintain company and product confidentiality.
- Attend and participate in all meetings, trainings, and activities as required.
- Adhere to all Company policies and departmental procedures and rules.
- All other duties as assigned.
Work Conditions
- Maintain a clean, safe working environment.
- Communicate effectively, verbally and in writing.
- Must be honest, reliable, and dependable, and display a positive attitude.
- Must be able to work well under occasional pressure or within work standards and deadlines.
- Must be able to work independently and/or with others in a team environment.
- Able to work standard five-day schedule, including daily overtime and occasional weekend hours as needed.
- Meet all eligibility requirements to drive Company vehicles, including a current, valid driver's license issued by the resident State, and maintain current motor vehicle liability insurance.
Physical Requirements
- Pass pre-employment background check, physical exam including drug screen, and meet all physical requirements for the position.
- Able to lift up to 20-50 pounds occasionally.
Thompson Machinery offers competitive salaries and a complete benefits package.
Compensation for this position will be commensurate with the candidate's experience and background.
Thompson Machinery is an equal opportunity employer.
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Listing is current as of Sep 10, 2025 12:44 PM
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Thompson Machinery
Sep 09, 2025