Restructure Analyst I

4 weeks 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: Supports various accounts receivable management efforts for Caterpillar Financial Services Corporation’s (“CFSC”) Customer Solutions Unit of the North America Business Center (“NABC”). Works to create solutions that meet the financial needs of individual Caterpillar customers while maintaining an accountable profit for CFSC portfolio. Perform account modifications and special program adjustments for CFCA dealer, customer and subsidy accounts.

PRINCIPAL DUTIES AND RESPONSIBLITIES:
1. Follows established processes for performing the following adjustment requests: contract modifications, refinances, due date changes, principal reductions, transfers & assumptions, substitutions of collateral, booking errors, and low balance short-term modifications.
2. Computes a customer’s new payment schedule when unscheduled lump-sum payments are received (i.e. Principal Reductions)
3. Coordinates the communication with many different parties during the contract modification process, including but not limited to: the customer, Customer Account Specialists, Territory Managers, Customer Relations and Cash Management.
4. Ensures the timely and accurate documentation and recording of accounting data into the leasing system, imaging and following-up with customers.
5. Performs loan and lease restructure quotes and develops documents for all contract adjustment processes.
6. Performs account modifications and special program adjustments for CFCA dealer, customer and subsidy accounts.
7. Understands and supports the Caterpillar’s Code of Conduct and belief in integrity, excellence, teamwork, and commitment. Understands and supports the Creating Exceptional Customer Experiences in all aspects of employment.
8. Participates in accomplishment of continuous improvement objectives for the unit. 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. Ability to analyze past due accounts and customer credit summaries.
3. Knowledge of financing and taxation principles.
4. Knowledge of and ability to calculate casualty values and amortization schedules.
5. Basic knowledge of accounting principles and ability to verify correctness and completeness of such information.
6. Ability to analyze and understand various business reports pertaining to the sale of Caterpillar equipment.
7. Knowledge of systems used by Customer Solutions, including TSYS.
8. Knowledge of the industries served by Caterpillar.

EDUCATION/EXPERIENCE: A 4-year college or university degree in any discipline is recommended. Experience in credit, customer services, collections, marketing, financial statement analysis and/or related discipline is desired. Previous 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).

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


  • Credit Analyst Ii

    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 Iii

    2 days 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...


  • Burlington, ON, Canada TransUnion Full time

    Senior Compliance Analyst (Bilingual French) page is loaded Senior Compliance Analyst (Bilingual French) Apply locations Burlington, Canada time type Full time posted on Posted 9 Days Ago job requisition id 19029576 TransUnion's Job Applicant Privacy Notice What We'll Bring: At TransUnion, we are dedicated to finding ways information can be used...

  • Credit 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...


  • 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...

  • Relationship Manager

    1 month ago


    Burlington, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Burlington, Canada TransUnion Full time

    Head, Emerging Solutions, International Markets page is loaded Head, Emerging Solutions, International Markets Apply locations Burlington, Canada Toronto time type Full time posted on Posted 2 Days Ago job requisition id 19028644 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to...


  • Burlington, Canada TransUnion Full time

    Head, Emerging Solutions, International Markets page is loaded Head, Emerging Solutions, International Markets Apply locations Burlington, Canada Toronto time type Full time posted on Posted 2 Days Ago job requisition id 19028644 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to...


  • Burlington, Canada TransUnion Full time

    Head, Emerging Solutions, International Markets page is loaded Head, Emerging Solutions, International Markets Apply locations Burlington, Canada Toronto time type Full time posted on Posted 2 Days Ago job requisition id 19028644 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to...


  • Burlington, Canada TransUnion Full time

    Sr. Lead, Data Engineering page is loaded Sr. Lead, Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 16 Days Ago job requisition id 19029206 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be used to help...


  • Burlington, Canada TransUnion Full time

    Sr. Lead, Data Engineering page is loaded Sr. Lead, Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 16 Days Ago job requisition id 19029206 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be used to help...


  • Burlington, Canada TransUnion Full time

    Sr. Lead, Data Engineering page is loaded Sr. Lead, Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 16 Days Ago job requisition id 19029206 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be used to help...


  • Burlington, Canada TD Bank Full time

    **Work Location**:Burlington, Ontario, Canada **Hours**:35 **Line of Business**:TD Insurance **Pay Details**: **Senior Claims Advisor** **Department overview**: TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products...


  • Burlington, Canada TransUnion Full time

    Director, Head of Data Engineering page is loaded Director, Head of Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 30+ Days Ago job requisition id 19027489 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be...


  • Burlington, Canada TransUnion Full time

    Director, Head of Data Engineering page is loaded Director, Head of Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 30+ Days Ago job requisition id 19027489 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be...


  • Burlington, Canada TransUnion Full time

    Director, Head of Data Engineering page is loaded Director, Head of Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 30+ Days Ago job requisition id 19027489 TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be...


  • Burlington, ON, Canada TransUnion Full time

    Director, Head of Data Engineering page is loaded Director, Head of Data Engineering Apply locations Burlington, Canada time type Full time posted on Posted 30+ Days Ago job requisition id 19027489 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...