Website CSM Financial

CSM Financial, located in Madison, WI, is seeking a talented individual for our Finance Manager role. This position is ideal for an individual with a degree in a related field, effective communication skills, and preferably familiarity with equipment financing. This is a great opportunity to join a growing and successful dealer group!


  • Maintain and develop a network of lending partners to ensure competitive finance offerings
  • Build in-house loan and leasing portfolio
  • Expand product offerings
  • Facilitate growth of lending portfolio, identify credit applications which meet internal underwriting and lending philosophy, negotiate with customers and salespeople to win deals
  • Ensure that loan documents and credit applications for vehicle sales are reviewed, processed, and delivered in a timely manner
  • Ensure timely payment of loan proceeds to dealer and finance commissions

Primary Duties:

  • Coordinate with dealership sales teams to maximize credit applications submitted for financing
  • Review and efficiently process credit applications
  • Communicate with lenders and negotiate the most advantageous terms for buyers
  • Understand and comply with applicable company, federal and state policies and regulations governing commercial lending and sales activities
  • Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and individual and legal background checks
  • Accurately prepare loan and lease documents, facilitate execution, and process funding of contracts and payments to dealer
  • Administrative duties including collections, customer service, loan accounting, financial reporting
  • Assist corporate staff as requested in credit analysis, risk management and financial reporting
  • Assist in loan closings as needed


  • 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
  • Ability to communicate and collaborate with the professional demeanor expected of finance and corporate personnel
  • Effective, efficient, and professional written and oral communication is required
  • Ability to calculate figures and amounts such as interest, payments, commissions, ratios, percentages, and proportions as required
  • Ability to apply common sense, logic, and problem solving methodologies to carry out oral and written instructions
  • Ability to travel when job requires
  • Bachelor’s degree in Finance, Accounting, a related field, or commensurate work experience


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