Credit Analyst-1
1 week ago
**Career Area**:Finance **JOB SUMMARY: Carry out the activities necessary to provide credit to customers with acceptable limits of risk to the company. Negotiate simple financial transactions, prepare transactions for documentation and funding within limits of authority, and assist in administration of wholesale and retail customer "loan" covenant compliance reviews, including on-site record and physical machine/inventory audits. PRINCIPAL DUTIES AND RESPONSIBILITIES: 1. Negotiates financial transactions and prepares transactions for documentation within limits of credit authority. Assists in negotiating financial and in preparing transactions for documentation for transactions in excess of credit authority. Assists in administration of wholesale and retail customer "loan" covenant compliance reviews, including on-site record and physical machine/inventory audits. 2. Determines Caterpillar Financial Services Limited (CFSL) customer credit worthiness, approves/rejects CFSL customer deals within approved credit authority, recommends deals beyond credit authority, and restructures customer deals. Conducts and monitors credit investigations. Assists in leading the documentation of retail accounts receivable; administers in-processing, signing, and funding of documented transactions; monitors accounting input; and audits booked deals for accuracy. 3. 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: 1. Knowledge of financing and taxation principles. 3. Knowledge of marketing, credit and customer services concepts and techniques. 4. Knowledge of financing and leasing products of the subsidiary. 5. Knowledge of financing and leasing products and documentation principles. 6. Knowledge of billing, invoicing, and dealer payment principles and concepts. 7. Knowledge of security filing requirements and their applicability to bankruptcy laws and regulations. 10. Ability to operate office equipment including a telephone system, financial calculator, and desktop/laptop computers. 11. Ability to perform math computation skills. 13. Ability to analyze customer credit summaries and past due accounts. 14. Ability to calculate casualty values and amortization schedules. 15. Ability to prepare marketing reports and marketing related statistical reports. EDUCATION/EXPERIENCE: A 4-year university degree or equivalent diploma 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.
-
Senior Credit Analyst
2 weeks ago
Burlington, Canada Mitsubishi HC Capital Canada Full time1 day ago Be among the first 25 applicants Mitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, nonbank 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...
-
Credit Analyst
17 hours ago
Burlington, Canada DLL Full time**Our Organization** DLL is not your average financial services company. In fact, we are above average in almost every way. With an employee engagement score of 85% (compared to the 72% industry average), it sure seems like we’re doing something right. And, while most companies survive fewer than 20 years, 2019 marked our 50th. We collaborate with...
-
Bilingual Credit Analyst
2 weeks ago
Burlington, Canada The Goodyear Tire & Rubber Company Full timeThe Bilingual Credit Analyst (Canada) supports credit customer management by evaluating creditworthiness, setting credit limits, and resolving overdue accounts, primarily handling low-risk accounts. The role also includes operational and reporting tasks to help the department meet its goals. What You’ll Do Evaluate the creditworthiness of new and existing...
-
Bilingual Credit Analyst
2 weeks ago
Burlington, Canada Goodyear Full timeThe Bilingual Credit Analyst (Canada) supports credit customer management by evaluating creditworthiness, setting credit limits, and resolving overdue accounts, primarily handling low-risk accounts. What you’ll do Evaluate the creditworthiness of new and existing customers and maintain related security files. Create and implement collection plans for...
-
Bilingual Credit Analyst – Canada
2 weeks ago
Burlington, Canada Goodyear Full timeA global tire manufacturer seeks a Bilingual Credit Analyst to manage credit customer relationships in Burlington. The role involves evaluating creditworthiness, setting credit limits, and resolving overdue accounts mainly for low-risk clients. Candidates should have a high school diploma or a bachelor's degree in relevant fields, with at least two years in...
-
Credit Analyst, Ct&i
3 days 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 Ii
1 week 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 Mitsubishi HC Capital Canada Full timeA leading financial services company in Burlington is seeking a Senior Credit Analyst for Inventory Finance to evaluate and process transactions. The ideal candidate will have at least 5 years of experience in commercial credit analysis, specifically in dealer financing across various industries. Strong communication skills in both French and English are...
-
Credit Analyst
17 hours 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 Support Analyst
1 week 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...