Financial Closing Coordinator

Overview

Be the Customer's Guide Through the Sales Transaction Process

Pay: $27-$33 per hour based on location and experience. Schedule: Full-time, on-site.

Location: Based out of either Milford, MA or Londonderry, NH (1 opening, advertised in 2 locations)

As a Closing Coordinator, you will serve as the primary point of contact for customers throughout the sales financing and transaction process. Working directly with customers, financing partners, and internal teams, you will ensure all financing requirements, documentation, and lender conditions are completed accurately and on time so equipment can be prepared for delivery.

Responsibilities

What You'll Do

• Serve as the primary point of contact for customers throughout the financing and sales transaction process.
• Partner with Sales, Merchandising, financing partners, and internal teams to ensure transactions progress smoothly and efficiently.
• Work directly with customers to obtain credit applications and supporting documentation, including driver's licenses, financial statements, work-on-hand schedules, down payments at the appropriate time, and other lender-required information.
• Coordinate the submission of financing requests and equipment quotations to CAT Financial and other financing partners.
• Communicate credit approvals, declines, stipulations, and lender requirements to customers and sales representatives.
• Prepare title paperwork and collect Bills of Sale, Powers of Attorney, subordinations, and other required documentation.
• Maintain accurate transaction records and provide status updates throughout the process.
• Coordinate with internal teams to ensure transactions are complete and ready for machine preparation.
• Release completed transactions to the Sales Service Coordinator (SSC) to initiate equipment preparation and delivery activities.
• Deliver exceptional customer service through proactive communication, responsiveness, and timely follow-up.

Qualifications

What You Bring

• Experience in customer service, financing, lending, banking, transaction coordination, title work, or related fields preferred.
• Exceptional customer service and relationship-building skills.
• Strong verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple transactions simultaneously.
• Strong follow-up, problem-solving, and time management abilities.
• Ability to work effectively with customers, lenders, and cross-functional teams.
• Proficiency with Microsoft Office and related business systems.

What You Get

Compensation & Benefits

• Competitive compensation
• Medical, dental, and vision insurance
• Paid time off and paid holidays
• 401(k) with competitive retirement plan
• Life and disability insurance

Career Growth

• Professional development opportunities
• Exposure to multiple business functions
• Advancement opportunities within Milton CAT

Additional Perks

• Employee referral bonuses
• Safety and wellness programs
• Stable and growing organization

About Milton CAT

Milton CAT is the exclusive Caterpillar dealer across the Northeast, supporting construction, power generation, forestry, paving, waste, and industrial customers. With more than 1,600 employees across New England and New York, we combine the strength of a world-class brand with a culture focused on teamwork, customer commitment, and long-term careers.

Resumes that are mailed, emailed or hand-delivered to Milton CAT or any employee will not be considered. You must apply online. Employment offers are contingent on a post-offer background check and drug screen.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug-Free workplace.