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Financial Portfolio Manager
2 weeks ago
Caterpillar Financial seeks a Senior Credit Analyst to join the Financial Products Division in Tullamarine. This role involves reviewing equipment finance facilities to determine customer credit worthiness and approving or rejecting finance applications within authority.
- Responsibilities include reviewing equipment finance facilities, approving or rejecting finance applications, assisting in the review and administration of wholesale and retail customer lines of credit, preparing monthly and quarterly portfolio reports, negotiating complex financial transactions, and ensuring compliance with policies and procedures.
- Determine customer credit worthiness through reviewing equipment finance facilities.
- Approve or reject finance applications within authority.
- Assist in the review and administration of wholesale and retail customer lines of credit.
- Prepare monthly and quarterly portfolio reports.
- Negotiate complex financial transactions.
- Ensure compliance with all policies and procedures.
- A Finance / Business / Accounting degree or equivalent experience.
- Highly analytical and able to work under pressure.
- Excellent written and oral communication skills.
- Ability to work in a team environment and collaborate with multiple business units, internal and external stakeholders.
Caterpillar is an Equal Opportunity Employer.
