knowledge of financial transactions, state, federal, personal and property
taxes and UCC regulations, if applicable, to prepare the correct
transactions for documentation outside of booking system and provides
casualty values and amortization schedules.
make recommendations on sales related issues by developing, analyzing and
maintaining local office, area and region office sales and statistical
reports, which determine the growth opportunities, effectiveness of sales
efforts and competitiveness.
- May prepare specific reports as requested from time to time
by Dealers and internal staff.
- May provide sales support for a specific dealer(s) territory
and focuses on supporting the entire sales process within their territory.
- Responds to customer inquiries by resolving general customer
issues such as account reconciliation, answering general questions,
balance confirmations, identifying contract booking errors, and issuing
copies of documents.
- Follows established procedures to perform basic accounting
duties associated with the input of contract dispositions in leasing
system and manual general ledger entries for accounting to process.
Understands the Harassment policy of the company and is responsible for its application in all aspects of employment.
Skills and Abilities:
- Demonstrated knowledge of and ability to apply math
computation skills including working knowledge of a financial calculator.
knowledge of sales, credit and customer services concepts and techniques.
knowledge of Caterpillar products, their applications, and their markets.
- Demonstrated knowledge of and ability to calculate casualty
values and amortization schedules.
- Demonstrated ability to develop and maintain reporting
techniques to determine the growth, effectiveness and competitiveness of
- Demonstrated ability to plan, organize and prioritize daily
job tasks to maintain high quality service to internal and external
- Demonstrated knowledge of accounting principles and the
ability to verify accuracy and completeness of such information.
A 4-year college or university degree in any discipline and a
minimum of 2 years exempt experience in credit, customer services, collections,
marketing, financial statement analysis and/or accounting is recommended. Previous exempt 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.
not currently hiring individuals for this position who now or in the future
require sponsorship for employment visa status; however, as a global company,
Caterpillar offers many job opportunities outside of the U.S. which can be
found through our employment website at www.caterpillar.com/careers.
EEO/AA Employer. All qualified individuals – including minorities, females, veterans and individuals with disabilities – are encouraged to apply.