Business Manager

Summary:
Business Manager will provide support for the lending and leasing process for both CSM Financial and Premier Leasing.

Responsibilities:

- Provide support for the lending or leasing/rental business process

- Collaborate with business units and Corporate Accounting to ensure accounting accuracy

- Leverage CSM systems to provide decision-making information and establish accountability

- Identify and execute process improvements

Duties:

- Oversee scheduled billing, recording customer payments and data entry functions

- Communicate subledger accounting to Corporate Accounting

- Research, collect and analyze data

- Support leadership through comparative analysis, model building and benchmarking

- Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checks

- Lead past due payment collections process

- Streamline customer credit application and credit approval process

- Maintain and enhance Power BI dashboards

- Troubleshoot process issues and implement solutions

- Automate routine tasks and implement process improvements

- All other duties as assigned

Qualifications

Education, Skills, Experience:

- Bachelors degree in Finance, Accounting, or a related field

- Familiarity with equipment sales and financing is preferred but not required

- Possess the ability to read, analyze, and interpret standardized loan documents and financial statements

- Must be detail-oriented with excellent planning and organizational skills

- Ability to manage and leverage CSM operating systems (e.g. Aspire, Fusion, relevant PFC sites, relevant PLC sites)

- Ability to communicate and collaborate with a professional demeanor

- Effective, efficient, and professional written and oral communication is required

- Ability to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructions

- Ability to travel when job requires

Work Environment, Physical Demands

- Ability to sit, stand, bend, kneel, stoop and lift/move up to 75 lbs. on a regular basis

- Ability to work in an environment to include 8-12 hours days with frequent exposure to weather conditions, vehicle and tool noise, and hazardous materials to include fuel, oil, grease, and cleaning solutions

CSM Job Standards Accountabilities:
Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
Problem Solving/Decision-making : Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.