Cat Mining Finance

**Career Area**:Marketing / Sales / Product Support**:
**PRINCIPAL DUTIES AND RESPONSIBILITIES**:
1. Provides finance quotations to customers, and internal staff. These quotations may include various suggested alternatives or scenarios.
3. Understands and can efficiently utilize local office systems.
4. May generate and send document packages to Dealers, customers, and internal staff.
5. Utilizes knowledge of financial transactions, state, federal, personal and property taxes and UCC regulations, if applicable, to prepare the correct documents.
6. May prepare transactions for documentation outside of booking system including, but not limited to, manual document generation, legal document generation, and document upload in DocuSign.
7. May gather and analyze customer information and documents to ensure correct document preparation such as constitution, board resolutions and searches.
8. May verifying the correct pricing, and amend quotes as needed before funding.
9. Assists in the development, maintenance and execution of Caterpillar driven merchandising programs and may assist with training dealers and internal staff.
10. May make recommendations on sales related issues by developing, analyzing and maintaining local office, area and region office sales and statistical reports, which determine the growth opportunities, effectiveness of sales efforts and competitiveness. May prepare specific reports as requested from time to time by Dealers and internal staff.
11. Explains documentation, credit evaluation, sales promotions, merchandising programs, quoting, collections, any conditions precedent and all finance products (i.e.: tax and finance leases, governmental leases, and ISC’s) to Dealers and customers.
12. May preform the overall process of resolving lease end of term options and balloon payments including quoting, credit analysis, documentation, customer interaction and resolution.
13. May work with local MBD Machine Reps, dealers and internal staff when needed on marketing leads and tracking systems, Merchandising Programs, reporting and other items as needed.
14. Assists in managing Sales Excellence initiatives (participation reporting, Assigned Accounts, etc.).
15.
May provide sales support for a specific dealer(s) territory and focuses on supporting the entire sales process within their territory.

16. May provide support as primary customer contact on credit negotiation, and resolution of pending funding items,
17. May provide support as primary internal dealer contact on lead generation, qualification, and follow up.
18. May work with legal, tax, and accounting throughout the origination process as needed.
19. May produce ad-hoc reporting.
20. May assist in late fee waiver process.
22. May assist with dealer training and dealer communication and may travel to dealers to provide training.
23. May quote rental terms for current CFSC inventory
24. May provide back-up support to Remarketing Sales Reps for machine quoting and/or dealer inquiries.
25. May collect market competitive information to support machine pricing.
26. Participates in accomplishment of continuous improvement objectives for the department, local office, and FPD Field Sales team. 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. Advanced knowledge of ability to analyze customer credit summaries and past due accounts.
4. Thorough knowledge of and demonstrated ability to prepare sales reports and sales related statistical reports.
5. Thorough knowledge of sales, credit and customer services concepts and techniques.
7. Thorough understanding of how dealers sell and support products and services for our customers in a profitable and sustainable way.
8. Thorough knowledge of CFSC financing and leasing products and documentation principles.
9. Thorough knowledge of billing, invoicing, and dealer payment principles and concepts.
10. Thorough knowledge of UCC filing requirements and their applicability to bankruptcy laws and regulations.
11. Advanced knowledge of and demonstrated ability to calculate casualty values and amortization schedules.
12. Advanced knowledge of finance and leasing systems Oracle to answer accounting related customer or dealer questions.
13. Advanced knowledge of origination platform CapitalStream, to process business or address dealer questions.
15. Proven ability to develop and maintain good working relationships with customers and dealer personnel.
16. Advanced ability to develop and maintain reporting techniques to determine the growth, effectiveness and competitiveness of CFSC.
17. Advanced ability to develop accurate, competitive and timely finance lease quotes for customers at an acceptable yield to CFSC.
18. Advanced ability to plan, organize and prioritize daily job t