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Senior Account Administrator

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Location: Nashville, TN, United States
Date Posted: Dec 18, 2019

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Job Description




  1. Utilizes knowledge of financial transactions, state, federal, personal and property taxes and UCC regulations, if applicable, to prepare the correct documents.
  2. Prepares transactions for documentation outside of booking system and provides casualty values and amortization schedules.
  3. May 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.
  4. May prepare specific reports as requested from time to time by Dealers and internal staff.
  5. May provide sales support for a specific dealer(s) territory and focuses on supporting the entire sales process within their territory.
  6. 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.
  7. 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:

  1. Demonstrated knowledge of and ability to apply math computation skills including working knowledge of a financial calculator.
  2. Demonstrated knowledge of sales, credit and customer services concepts and techniques.
  3. Demonstrated knowledge of Caterpillar products, their applications, and their markets.
  4. Demonstrated knowledge of and ability to calculate casualty values and amortization schedules.
  5. Demonstrated ability to develop and maintain reporting techniques to determine the growth, effectiveness and competitiveness of CFSC.
  6. Demonstrated ability to plan, organize and prioritize daily job tasks to maintain high quality service to internal and external customers.
  7. Demonstrated knowledge of accounting principles and the ability to verify accuracy and completeness of such information.

EDUCATION/EXPERIENCE:  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.

Caterpillar is 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

EEO/AA Employer. All qualified individuals – including minorities, females, veterans and individuals with disabilities – are encouraged to apply.


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Job Info

Dec 18, 2019


United States