Credit Support Analyst

3 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.

**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**

**Role Definition**

**Responsibilities**
- Consults with customers to verify financial and credit transactions; responds to customer inquiries and resolves customer complaints.
- Participates in accomplishment of continuous improvement objectives for the team. 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.
- Prepares financial data to allow analysts to determine customers' risk profile for commercial loans.

**Degree Requirement**
Degree or equivalent experience desired

**Skill Descriptors**
- Level Basic Understanding: _
- Describes the purpose of basic financial reports.
- Explains basic practices for financing projects; gives examples.
- States local financial tracking and reporting requirements.
- Explains basic financial and accounting concepts and terminology.

**Service Excellence**:Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
- Level Basic Understanding: _
- Cites personal experiences of receiving excellent customer service.
- Describes examples of poor, mediocre, and excellent service.
- Explains how managing customer perceptions and expectations enhances customer service.
- Describes several important business benefits of providing high quality service.

**Accuracy and Attention to Detail**:Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
- Level Basic Understanding: _
- Explains the importance of accuracy in own function or unit.
- Identifies tasks or outputs that require accuracy and detail-level attention.
- Identifies the procedures for making sure that results are mistake-free.
- Describes consequences of errors within own unit or function.

**Analytical Thinking**:Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
- Level Basic Understanding: _
- Names specific tools or techniques that can be used to support the analytical thinking process.
- Gives examples of how analytical thinking has been used to resolve problems.
- Level Basic Understanding: _
- Describes non-verbal behaviors that influence the interpretation of the message.
- Cites examples of effective and ineffective communications.
- Explains the importance of effective business communication.
- Speaks/writes using correct language, mechanics, and gestures.

**Credit Analysis and Verification**:Knowledge of credit analysis and verification; ability to utilize tools and techniques to determine the credit-worthiness of an applicant.
- Level Basic Understanding: _
- Identifies major tasks and responsibilities of credit analysis staff.
- Lists basic tools and techniques used to perform credit analysis.
- Describes the role and importance of credit analysis and verification.
- Clarifies the role of technology in credit analysis and verification.

**Financial Statement Analysis**:Knowledge of financial statement and balance sheet; ability to analyze financial statement data and determine the credit-worthiness of a business enterprise.
- Level Basic Understanding: _
- Identifies major financial statements used for assessing the health of a business enterprise.
- Describes how financial statement analysis is used for making sound lending decisions.
- Describes major line items in a income statement and balance sheet.
- Lists major financial ratios and cites examples.
- Level Basic Understanding: _
- Describes the entire loan origination process.
- Identifies different characteristics of various types of loans.
- Lists policies and procedures related to loan origination within one's own company.

This Job Description is i

  • Credit Support Analyst

    1 month 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...

  • Credit Analyst

    7 months ago

    Burlington, Canada Johnson Service Group, Inc. Full time

    Johnson Service Group is looking for a talented and self-motivated **Credit Analyst **to join our Accounts Receivable team. As the Credit Analyst you will understand and interpret financials and other key data to determine credit worthiness and overall financial stability of potential and existing customers. You will also provide support to the Accounts...

  • Senior Credit Analyst

    2 months ago

    Burlington, Canada Randstad Canada Full time

    Our Client in the financial sector is looking for their next Senior Credit Analyst to join their team.if you possess high analytical skills and are excited by the notion of solving complex credit transactions, then this may be the exact opportunity you've been looking for!This particular client is located in Burlington in a hybrid model - 3 days a week...

  • Credit Analyst

    6 months ago

    Burlington, Canada Gerrie Electric Wholesale LTD Full time

    Gerrie Electric is one of the largest independent electrical distributors, with 24 key Ontario locations and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada’s Best Managed Companies. Having been in business since 1957, we are an established and...

  • Credit Analyst, Commercial Banking

    6 months ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 184318 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Credit Analyst, Commercial Banking (Burlington, Ontario)** **Purpose** Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in...

  • Credit Analyst

    3 months ago

    Burlington, Canada Gerrie Electric Wholesale LTD Full time

    Gerrie Electric is one of the largest independent electrical distributors, with 24 key Ontario locations and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada’s Best Managed Companies. Having been in business since 1957, we are an established and...

  • Credit Analyst

    6 months ago

    Burlington, Canada DLL Full time

    **Credit Analyst (6 Month Contract)** Reporting directly to the Director of Credit, the Credit Analyst will work in conjunction with the Commercial Finance Credit team to complete Commercial Finance annual reviews, as assigned. The Credit Analyst is responsible for gathering pertinent information to prepare and complete detailed credit analysis reviews...

  • Financial Analyst

    3 weeks ago

    Burlington, Ontario, Canada Randstad Full time

    At our client in the financial sector, we are seeking a highly skilled Senior Credit Analyst to join their team. With a strong background in credit analysis and a passion for solving complex transactions, this role offers an exciting opportunity to grow your career.About the RoleThis senior-level position is located in Burlington and operates on a hybrid...

  • Credit Analyst, Lifetech, Contract

    6 months ago

    Burlington, Canada DLL Full time

    **Credit Analyst, LifeTech, Contract** Find out more here about how you can unleash your full potential at DLL **Day to Day** - Adjudicate credit decisions within an authorized credit limit, and prepare supporting information as necessary for transactions exceeding the authorized credit limit - Ensure quality of credit is in accordance with DLL risk policy...

  • Credit Analyst, Ct&i

    2 weeks ago

    Burlington, Canada DLL Full time

    **Credit Analyst, CT&I** Find out more here about how you can unleash your full potential at DLL **Day to Day** - Adjudicate credit decisions within an authorized credit limit, and prepare supporting information as necessary for transactions exceeding the authorized credit limit - Ensure quality of credit is in accordance with DLL risk policy and...

  • Credit Analyst, Ct&i

    7 months ago

    Burlington, Canada DLL Full time

    **Credit Analyst, CT&I** Find out more here about how you can unleash your full potential at DLL **Day to Day** - Adjudicate credit decisions within an authorized credit limit, and prepare supporting information as necessary for transactions exceeding the authorized credit limit - Ensure quality of credit is in accordance with DLL risk policy and...

  • Credit Analyst

    6 months ago

    Burlington, Canada Mitsubishi HC Capital Canada Full time

    Mitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, non-bank commercial finance company in North America, constantly growing and transforming to contribute to a prosperous and sustainable future, creating social value through optimizing the potential of assets. Joining Mitsubishi HC Capital...

  • Credit Reporting and Client Support Associate

    7 months ago

    Burlington, Canada TransUnion Full time

    TransUnion's Job Applicant Privacy Notice **What We'll Bring**: At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by...

  • Credit Reporting and Client Support Associate

    7 months ago

    Burlington, Canada TransUnion LLC Full time

    What We'll Bring: At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping organizations optimize their risk-based...

  • Credit Support Manager

    8 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...

  • Credit and Treasury Analyst

    1 month ago

    Burlington, Canada Liebherr-Canada Ltd. Full time

    **Responsibilities**: - Allocate cheques and coordinate deposit to bank. - Responsible for allocating wires and direct deposits to invoices. - Process credit card payments. - Bank reconciliation of suppliers’ cheques. - Finalize AR clearing batches. - Identify improvements within the department and actively assist in implementing the best solutions. -...

  • Credit Manager

    5 months ago

    Burlington, Canada Liebherr Group Full time

    The Credit Manager will be reporting to the Senior Finance Manager and will directly oversee the credit department at Liebherr Canada Ltd. (LCA). The primary responsibilities shall include managing the overall credit strategy at LCA while working directly with stakeholders to minimize operational risk. This strategy will include the management of the...

  • Credit and Treasury Analyst

    2 weeks ago

    Burlington, Canada Liebherr Group Remote Work Freelance Full time

    ResponsibilitiesAllocate cheques and coordinate deposit to bank. Responsible for allocating wires and direct deposits to invoices. Process credit card payments. Bank reconciliation of suppliers’ cheques. Finalize AR clearing batches.Identify improvements within the department and actively assist in implementing the best solutions. Embrace the improvements...

  • Retail Credit Underwriter

    2 months ago

    Burlington, Canada CNH Industrial Full time

    Overview: **Responsibilities**: - Reviewing and making decisions on credit transactions or submit recommendation to a higher approval authority - Communicating with CNH Capital sales team, dealers, and end-user customers to effectively structure transactions to support equipment sales - Identifying and supporting implementation of process and system...

  • Retail Credit Underwriter

    2 months ago

    Burlington, Canada CNH Industrial Full time

    Reviewing and making decisions on credit transactions or submit recommendation to a higher approval authority - Communicating with CNH Capital sales team, dealers, and end-user customers to effectively structure transactions to support equipment sales - Identifying and supporting implementation of process and system improvements - Timely completion of...