Customer Receivables Representative

2 weeks ago

Burlington, Ontario, Canada Caterpillar Full time

Career Area:

Finance**:

Your Work Shapes the World at Caterpillar Inc.


When you join Caterpillar, you're joining a global team who cares not just about the work we do - 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 - 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

JOB SUMMARY:

  • Support various portfolio management efforts for Caterpillar Financial Services Corporation (CFSC) by providing customer service in the North America Business Center (NABC).

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • Responsibilities vary, but may include various combinations of the following duties: _
  • Responds to customer needs and works to develop relationships with Caterpillar dealers and Territory Managers.
  • Researches and evaluates more specific customer issues, develops an overall understanding of the NABC and FPD and refers customers to the appropriate department within for problem resolution.
  • Processes buyouts and communicates them to the requesting party, ensuring accurate input of accounting data and timely processing. Buyout processing involves, but is not limited to, entry of financial data associated with buyouts, calculation of collateral release figures, audit of confirmation letters and verification of such data for accuracy and completeness.
  • Completes timely and accurate processing of paidinfull documents to be sent to customers along with proper UCC review, filing and termination or release of assets.
  • Works various daily contract disposition reports to determine that funds were applied to the correct contract. Work involves, but is not limited to, matching and printing buyout quote (automated or manual), attaching copy of check/wire to buyout quote and disposing contract within the leasing system.
  • Resolves contract disposition fund report posting errors that are applied to an incorrect contract. Researches errors and identifies the appropriate contract and amount to be applied. Works closely with other NABC units to resolve disposition of buyout fund problems.
  • 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.
  • Identifies discrepancies in funds and buyout quote. Determines whether the discrepancies are due to additional interest calculated, late charges, taxes, insurance premiums, etc.
  • Participates 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.

JOB REQUIREMENTS:

  • Knowledge of financing and taxation principles.
  • Knowledge of and ability to calculate casualty vales and amortization schedules.
  • Knowledge of customer services concepts and techniques
  • General working knowledge of documents and the information contained therein specifically as it relates to customer inquiries.
  • Knowledge of finance/leasing products, policies, and procedures.
  • Knowledge of UCC filing requirements and regulations.
  • Knowledge of accounting principles and the ability to verify accuracy and completeness of such information.
  • Ability to analyze customer credit summaries.
  • Knowledge of accounting, leasing and collections systems.
  • Knowledge of insurance policies, products and coverage.
  • Ability to sit, focus on computer screen, and type on keyboard for long periods of time (at least 2 hours).
  • Ability to contact customers via telephone system for long periods of time.
  • General working knowledge of financial products and tools available to customers and the ability to use crossselling techniques to improve acceptance and increase customer utilization.
  • Ability to be a committed student of the business; seek knowledge and experience to benefit current performance and prepare for future advancement.
  • Ability to nurture strong working relationships with other headquarters personnel, territory managers, and dealer personnel.
  • Ability to work efficiently guided by the priorities set by management; strives for continuous improvement in performance of duties.
  • Ability to learn and practice CFSC policies and procedures.
  • Ability to work together with colleagues to achieve unit goals without losing perspective of overall CFSC goals.

EDUCATION/EXPERIENCE:

  • A 4year college or university degree in any discipline is recommended. Equivalent experience may be substituted for education.
Caterpillar is an Equal Opportunity Employer (EEO).

Not ready to apply? Submit your information to our Talent Network here.

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada EightSix Network Inc Full time

    Exempt: Full Time M-F 8:00-5:00Position: In officeKarndean Designflooring Canada is seeking to hire a Bilingual Customer Service Representative to work from our headquarters in Burlington.Responsibilities: Include but not limited to providing excellent customer service experience to all internal and external customers by addressing customer needs in a timely...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada EightSix Network Inc Full time

    Exempt: Full Time M-F 8:00-5:00 Position: In office Karndean Designflooring Canada is seeking to hire a Bilingual Customer Service Representative to work from our headquarters in Burlington. Responsibilities: Include but not limited to providing excellent customer service experience to all internal and external customers by addressing customer needs in a...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada DuBois Chemicals Full time

    It's fun to work in a company where people truly BELIEVE in what they are doingWe're committed to bringing passion and customer focus to the business.Customer Service RepresentativeReceive, process, acknowledge, and bill customer orders for goods shipped and services supplied. This position requires product knowledge, organizational skills, time management...

  • Customer Care Representative

    2 weeks ago

    Burlington, Ontario, Canada Sonova Full time

    Burlington, CanadaCustomer Care Representative Are you looking for an opportunity to make a difference?Are you comfortable in a fastpaced retail clinic environment?_ Are you passionate about providing customer service that exceeds expectations?_ If so, we think you belong here at- Connect Hearing as a- Customer Care Representative*This is a Full-time 6 month...

  • Bilingual Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Opta Group LLC Full time

    ABOUT OPTAOPTA CORE VALUESAccountability and Integrity in everything we doPEOPLE: We will invest in our people with promoting Diversity and Inclusion for the success of our organizationCUSTOMERS: Committed to our customers to deliver Consistent Quality products, Solutions and ServiceSAFETY: Providing employees a Safe environment in which to thriveINNOVATION:...

  • Summer Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Children's Education Funds Inc. Full time

    As a Summer Customer Service Representative, you will gain valuable experience working in the financial services industry. In this role, you will have the opportunity to fine tune your business communication skills and learn important administrative processes.The responsibilities for this role include the following:Receiving inbound telephone calls from...

  • Summer Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Children's Education Funds Inc. Full time

    As a Summer Customer Service Representative, you will gain valuable experience working in the financial services industry. In this role, you will have the opportunity to fine tune your business communication skills and learn important administrative processes.The responsibilities for this role include the following:Receiving inbound telephone calls from...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Equest Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Customer Service Representative (Cashier), which we call an Omni-Channel Specialist at Best Buy. As a Customer Service Representative (Cashier), you will process our customers' purchases, returns, trade-ins and more.No experience required, we will equip you with the...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Burlington Youth Soccer Club Full time

    Our Finance Department is hiring. Are you passionate about customer service? Do you thrive in a fast-paced and energetic environment?View the Customer Service Representative Job Description Here.**- _this is a paid position_

  • Customer Experience Representative

    2 weeks ago

    Burlington, Ontario, Canada SNDL Full time

    Job TitleCustomer Experience Representative Job DescriptionPosition: Customer Experience Representative, Cannabisor Part-timeLocation:About UsWe are all about enhancing life's celebrations and having fun while we excel in our careers As North America's largest publicly traded retailer of adult beverages, we operate 230+ retail locations within Alberta,...

  • Shipper/receiver

    2 weeks ago

    Burlington, Ontario, Canada Leggat Discovery Ford Full time

    Discovery Ford is looking for a Shipper/ReceiverAbout UsLeggat Auto Group represents 12 dealerships across Southern Ontario. We are proud to be celebrating our 100th year of serving our communities. We are a family-owned auto group with almost 600 employees that is committed to helping everyone find the perfect vehicle to match their lifestyle. Just like we...

  • Remote - Bilingual Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Insight Pest Solutions Full time

    Position Snapshot: Remote - Bilingual Customer Service RepresentativeJob Type: Permanent Full-Time Work Schedule: 8:00am-4:00pm/9:00am-5:00pm/12:00pm-8:00pm EST (Monday - Friday), averaging 40 hours/weekCompensation: $19.00 CAD/hour Start Date: Immediately, pending candidate availability The Big Picture: Creating Meaningful Connections with ClientsOn a...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada ServiceOntario (GTGI, Private Service Provider) Full time

    ServiceOntario office requires experienced counter service representative. A minimum of 1-year experience required. This is a fast-paced work environment serving customers in Burlington, Ontario. Services include the provision of information and issuance of health cards, driver's licence, licence plates, stickers, Auto Dealerships (OMVIC), Ontario photo...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Comtek Advanced Structures Ltd. Full time

    Comtek is an innovative supplier of composite components and repair services to business jet and regional aircraft markets. We design, manufacture and repair structural components that are used on thousands of aircraft every day, across the globe.Comtek is a growing company that is committed to recognizing the work of its team members through financial and...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Children's Education Funds Inc. Full time

    Job Summary:As a Customer Service Representative, you are the first point of contact with customers. In this role, you are responsible for providing prompt and effective service to our customers.Job Responsibilities: Log communication with customers using our tracking system; Demonstrate a strong understanding of our products;Job Requirements: College or...

  • Bilingual Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Bilinguallink Full time

    Bilingual Customer Service RepresentativePermanent, Full TimeLocation: Oakville/Burlington (Hybrid – 2 days a week in office if located in GTA)Hours: Mon-Fri – 8am-4:30pm – (37.5 hours/wk.)Salary: $54K + Up to 10% Target BonusCompany: Our client is leader in the manufacturing industry. Due to continued growth, they are looking to add a talented...

  • Shipping and Receiving Associate

    2 weeks ago

    Burlington, Ontario, Canada Rentokil Initial Full time

    Shipping and Receiving AssociateBenefits Start Day 1 for Full-Time Colleagues - No Waiting PeriodAre you passionate about customer service? Looking to build your career in an exciting industry and a growing world class organization? Come see why so many of our team members recommend us to their friendsWho are we?Responsibilities:What do our Shipping and...

  • Customer Success Representative

    2 weeks ago

    Burlington, Ontario, Canada UNITED PARCEL SERVICE Full time

    Primary Job Posting Location:Burlington, Ontario CanadaExplore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill +...

  • Customer Service Representative

    2 weeks ago

    Burlington, Ontario, Canada Transcat, Inc. Full time

    Overview:Who we are—Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond. With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every...

  • Inbound Customer Service Representatives

    2 weeks ago

    Burlington, Ontario, Canada Chrisco Canada Full time

    Chrisco Canada is in search of dynamic and positive temporary inbound customer service representativesChrisco Canada is a Canadian owned and operated business with over 40 years of experience delivering hampers, and providing top quality customer service. We pride ourselves on listening to our customers. We offer a casual and fun work environment and the...