SUMMARY: Provide credit and documentation support in Caterpillar Financial
Services Corporation (CFSC) region offices.
DUTIES AND RESPONSIBLITIES:
CFSC customer credit worthiness, approves/rejects CFSC customer deals within
approved credit authority, recommends deals beyond credit authority, and
restructures customer deals.
complex financial transactions and prepares transactions for documentation and
funding within limits of authority.
changes in standard documents with legal assistance.
and prepares financial transactions for documentation for transactions in
excess of credit authority.
in administration of wholesale and retail customer "loan" covenant
compliance reviews, including on-site record and physical machine/inventory audits.
and monitors credit investigations.
in leading the documentation of retail accounts receivable and administers
in-processing, signing, and funding of documented transactions.
in managing accounting input and audits booked deals for accuracy.
provide training for employees in the areas of credit, documentation, and
in accomplishment of continuous improvement objectives for the department. 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.
the Harassment policy of the company and is responsible for its application in
all aspects of employment.
ABILITIES, AND KNOWLEDGE:
knowledge of and demonstrated ability to apply math computation skills.
knowledge of and ability to analyze customer credit summaries and past due
knowledge of and demonstrated ability to apply financing and taxation
knowledge of and demonstrated ability to calculate amortization schedules.
knowledge of Caterpillar products, their applications and their markets.
knowledge of credit concepts and techniques.
knowledge of CFSC’s financing and leasing products.
knowledge of past due account collection techniques.
knowledge of financing and leasing documentation principles.
Working knowledge of billing, invoicing and dealer payment
principles and concepts.
Working knowledge of UCC filing requirements and their
applicability to bankruptcy laws and regulations.
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