Job Description

Career Area:

Finance

:

Your Work Shapes the World at Caterpillar Inc.







Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.
When you join Caterpillar, you\'re joining a global team who cares not just about the work we do \xe2\x80\x93 but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don\'t just talk about progress and innovation here \xe2\x80\x93 we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. About Cat Financial Cat Financial is a subsidiary of Caterpillar Inc., the world\xe2\x80\x99s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat\xc2\xae dealers for machines, engines, Solar\xc2\xae gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial. JOB SUMMARY:

• Supports various accounts receivable management efforts for Caterpillar Financial Services Corporation\xe2\x80\x99s (\xe2\x80\x9cCFSC\xe2\x80\x9d) Customer Solutions Unit of the North America Business Center (\xe2\x80\x9cNABC\xe2\x80\x9d).
• Works to create solutions that meet the financial needs of individual Caterpillar customers while maintaining an accountable profit for CFSC portfolio.
• Perform account modifications and special program adjustments for CFCA dealer, customer and subsidy accounts.

PRINCIPAL DUTIES AND RESPONSIBLITIES:

• Follows established processes for performing the following adjustment requests: contract modifications, refinances, due date changes, principal reductions, transfers & assumptions, substitutions of collateral, booking errors, and low balance short-term modifications.
• Computes a customer\xe2\x80\x99s new payment schedule when unscheduled lump-sum payments are received (i.e. Principal Reductions)
• Ensures the timely and accurate documentation and recording of accounting data into the leasing system, imaging and following-up with customers.
• Performs loan and lease restructure quotes, and develops documents for all contract adjustment processes.
• Performs account modifications and special program adjustments for CFCA dealer, customer and subsidy accounts.
• Understands and supports the Caterpillar\xe2\x80\x99s Code of Conduct and belief in integrity, excellence, teamwork, and commitment. Understands and supports the Creating Exceptional Customer Experiences in all aspects of employment.
• Participates in accomplishment of continuous improvement objectives for the unit. Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of problem areas and development of resolutions to address them.
• Understands the Harassment policy of the company and for its application in all aspects of employment

JOB REQUIREMENTS:
SKILLS, ABILITIES, AND KNOWLEDGE:

• Thorough knowledge of and demonstrated ability to apply math computation skills.
• Demonstrated ability to analyze past due accounts and customer credit summaries.
• Thorough knowledge of financing and taxation principles.
• Thorough knowledge of and ability to calculate casualty values and amortization schedules.
• Demonstrated knowledge of accounting principles and ability to verify correctness and completeness of such information.
• Demonstrated ability to analyze and understand various business reports pertaining to the sale of Caterpillar equipment.
• Demonstrated knowledge of systems used by Customer Solutions, including TSYS.
• Demonstrated ability to analyze customer credit applications.
• Working knowledge of the industries served by Caterpillar.
• Ability to provide guidance to lower level positions.

EDUCATION/EXPERIENCE:

• A 4-year college or university degree in any discipline and a minimum of 2 years exempt experience is recommended. Experience in credit, customer services, collections, marketing, financial statement analysis and/or related discipline is desired.
• Previous work experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain in knowledge, skills, and responsibility such that a level of full competency can be reached.
• Equivalent experience may be substituted for education.

DISCLAIMER: The preceding job description has been designed to describe the general nature and level of work being performed by people assigned to this job. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at anytime to address the evolving needs of the organization.
EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply. Not ready to apply? Submit your information to our Talent Network here .