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Customer Services Representative
2 weeks ago
**Career Area**:Finance**:
**Who are we?**
**Job Purpose**:
To support various accounts receivable management efforts for Caterpillar Financial Services Division.
**Duties will include, but limited to**:
- Recommends and approves account modifications and executes documents within authority.
- Ensures the accuracy of accounting input and success of the accounting adjustment.
- Authorizes equipment repossessions and initiates default notices.
- Prepares files on repossessed accounts for transfer to repossession specialists to handle sale of assets and requests for legal assistance.
- Assists in the sale of assets.
- Calculates contract buyouts and resolves other customer service issues as assigned.
- Resolves termination and adjustment grief.
- Reconciles customer accounts.
- May continue security financing statements.
- Reports on the subsidiary’s past due results and recommends additions, deletions, and modifications to the Potential Credit Loss Report.
- Directs the customer services team when the manager is absent.
- Assumes additional and more advanced duties, as assigned, when experience and staffing conditions dictate.
- Duties performed in the field include collecting delinquent contracts through personal contact.
- Approves restructures within authority levels.
- Conducts equipment repossessions.
- Conducts field equipment audits as assigned and reports collection activity to the manager on a weekly basis.
- 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.
**Education/Experience**:
- A completed 4-year university degree or equivalent diploma.
- A minimum of 5 years’ experience in a similar role.
- Excellent customer services, collections, financial background.
- Must have advanced Excel and PowerPoint skills
- Experience in Sales Force CRM advantageous.
**Skills, Abilities and Knowledge**:
- Demonstrated knowledge of marketing, credit and customer services concepts and techniques.
- Knowledge of financing and leasing products of the subsidiary.
- Demonstrated knowledge of documentation principles.
- Demonstrated knowledge of billing, invoicing, and dealer payment principles and concepts.
- Demonstrated knowledge of security filing requirements and their applicability to bankruptcy laws and regulations.
- Demonstrated ability to analyze customer credit summaries and past due accounts.
- Demonstrated knowledge of and the ability to calculate casualty values and amortization schedules.
- Caterpillar is an Equal Opportunity Employer and considers applicants for all positions. Caterpillar commits itself to the realization of employment equity goals as envisaged in the South-African _
- Employment Equity Act and policies relating to workplace equality. Caterpillar is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. _
Caterpillar is an Equal Opportunity Employer (EEO).
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