Nashville, TN, United States
Customer Account Specialist II','1900007R','!*!
JOB SUMMARY: Support
various accounts receivable management efforts for Caterpillar Financial
Services Corporation (CFSC).
PRINCIPAL DUTIES AND
active contracts through telephone contact and field visits.Authorizes and conducts
equipment repossessions, which includes authorizing legal correspondence and
arranging for transportation and safe storage of the units.Reports past due
results and recommends additions, deletions and modifications to the Potential
Credit Loss Report.Develops and nurtures
a strong working relationship with dealers, Territory Managers and customers in
an assigned portfolio.Coordinates timely
resolution of customer service issues on past due accounts.Reports their
individual collection activities to the Customer Account Manager on a weekly
and monthly basis or as requestedMay provide timely
reporting of repossessed assets or accounts being referred for legal action to
other business units as required, including Special Accounts, Remarketing and Legal.
May provide status
and historical reporting to Account Services staff and management on collection
activities and accounts placed for repossession within the department.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.Understands the Harassment policy of the company and is
responsible for its application in all aspects of employment.
of and demonstrated ability to apply collection techniques and procedures.Demonstrated ability
to participate in process improvement via continuous improvement methodology.Demonstrated ability
to perform duties and responsibilities with limited supervision.Demonstrated ability
to handle complaint resolution on complex issues with limited assistance, in
most cases, or direct to appropriate level as necessary.Demonstrated knowledge
of and demonstrated ability to apply effective written and verbal communication
skills and willingness to develop presentation skills.Demonstrated ability
to analyze, recommend and approve contracts for default and late charge waiver.Demonstrated ability
to train other employees as required.Demonstrated ability
to plan and facilitate meetings with limited assistance.9. Thorough knowledge of
and demonstrated ability to apply math computation skills.
knowledge of and ability to apply data collection and analysis skills.Demonstrated
knowledge of and ability to analyze customer credit summaries and past due accounts.Thorough knowledge of
and the ability to apply financing and taxation principles.Thorough knowledge of
marketing and customer service concepts and techniques.
of CFSC’s financing and leasing products.
knowledge of financing and leasing documentation principles.
knowledge of billing and invoicing concepts.
knowledge of all UCC filing requirements and the applicability to
bankruptcy laws and regulations.
ability to be a committed student of the business; seek knowledge and
experience that benefits current performance and prepares for future
ability to nurture a strong working relationship with internal and
external customers, Territory Managers, and dealer personnel.
ability to work efficiently guided by the priorities set by management;
strive for continuous improvement in performance of duties.
ability to learn and practice CFSC policies and procedures.
ability to work together with colleagues to achieve region past due goals
without losing perspective of overall CFSC goals.
ability to work as a leader of less experienced Customer Accounts team
to sit, focus on computer screen, and type on a keyboard, and make contact
with customers via telephone system for long periods of time (at least 2
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 and/or
financial statement analysis 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.
EEO/AA Employer. All qualified individuals – including minorities, females, veterans and individuals with disabilities – are encouraged to apply.
is not currently hiring individuals for this position who now or in the future
require sponsorship for employment visa status; however, as a global company,
Caterpillar offers many job opportunities outside of the U.S. which can be
found through our employment website at www.caterpillar.com/careers.
','Relocation assistance is not available for this position.','EEO/AA Employer. All qualified individuals – including minorities, females, veterans and individuals with disabilities – are encouraged to apply.','Jan 15, 2019','United States-Tennessee-Nashville','','U.S. Core Business Functions','Customer Account Specialist II
Website : https://www.caterpillar.com
For more than 90 years, Caterpillar Inc. has been making sustainable progress possible and driving positive change on every continent. Customers turn to Caterpillar to help them develop infrastructure, energy and natural resource assets. With 2017 sales and revenues of $45.462 billion, Caterpillar is the world’s leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. The company principally operates through its three primary segments - Construction Industries, Resource Industries and Energy & Transportation - and also provides financing and related services through its Financial Products segment.