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Customer Service Representative Ii

4 months ago

Burlington, 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 Limited (CFSL).

PRINCIPAL DUTIES AND RESPONSIBLITIES:
1. Manages various collection efforts related to assigned portfolio while maintaining goodwill with customers.
2. Analyzes past due results and provides regular updates to management regarding collection activity on priority accounts.
3. Recommends additions, deletions, and modifications to the Potential Credit Loss Report.
4. Provides thoughtful and timely answers to customer inquiries and works to resolve customer service issues related to invoicing, due date changes, principal reductions, account reconciliations, interest paid letters, and other similar issues.
5. Recommends and approves contract modifications within authority, and ensures accurate and timely processing of documentation and accounting system changes.
6. Completes all activities necessary to establish and maintain proper security interest in collateral related to affected loans and leases.
7. Provides accurate and timely buyout quotes to customers and other related parties.
9. Completes accurate and timely processing of contract terminations, which includes but is not limited to preparing and sending paid-in-full documents and releasing liens and/or mortgages.
10. 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:
SKILLS, ABILITIES, AND KNOWLEDGE:
2. Demonstrated knowledge of and ability to analyze customer credit summaries and past due accounts.
4. Demonstrated knowledge of and ability to calculate casualty values and amortization schedules.
10. Ability to drive a car or adequately arrange for transportation to and from dealerships, customer sites, etc.

11. Fluent in French both written and spoken.

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 a related discipline 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.

LI

Caterpillar is an Equal Opportunity Employer (EEO).

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