Cmf Customer Account Spec - Zurich, Schweiz - Caterpillar
Beschreibung
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 don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live.
Together, we are building a better world, so we can all enjoy living in it.About Cat Financial
As part of a replacement, CMF is recruiting his/her Customer Account Specialist.
JOB SUMMARY:
His/her main tasks will be to:
- Manage a portfolio of international structured finance transactions for Caterpillar Financial.
- Monitor and process accounts in regard to covenants and other conditions agreed.
- Analyze and underwrite amendment and modification requests and ensure appropriate documentation and security filings.
- Ensure appropriate customer service, accurate systems setup and reporting.
PRINCIPAL DUTIES AND RESPONSIBLITIES:
- Engage in documentation process and drive transactions to closing
- Monitor customer health and covenant adherence
- Liaise with customers and partners on information requirements, modifications and similar
- Analyse transaction modifications and prepare for approval by relevant authority
- Ensure accurate reflection of transactions in relevant systems and update as needed
- Calculate contract amortisations, buyouts and similar and resolve customer service queries
- Monitor portfolio quality, provide relevant and accurate reports and resolve potential issues
- Coordinate actions with internal and external stakeholders and other offices
- Play active role within the team, participate in projects and other assignments
JOB REQUIREMENTS:
SKILLS, ABILITIES AND KNOWLEDGE:
- Strong understanding and knowledge of financial products, processes and documentation principles is required.
- Demonstrated ability to be a committed student of the business; seek knowledge and experience that benefits current performance and prepares for future advancement.
- Must be an excellent communicator in English, both written and spoken.
- Strong ability to work as team and participate in process improvement projects via continuous improvement methodology through completion and implementation.
- Demonstrated ability to perform duties and responsibilities with limited supervision.
EDUCATION/EXPERIENCE:
- A college or university degree in any discipline, 3 years exempt experience in credit, customer services, documentation, account management and/or financial statement analysis is recommended.
- Equivalent experience may be substituted for education.
Why join us? To invest in an emblematic brand, a reference, in a dynamic entity, on a human scale (around 20 employees) and with an international dimension? Then write to us quickly
The position is available immediately.
A valid Swiss work permit or Switzerland citizenship is required for this position.
Caterpillar is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.
Caterpillar is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.
Additional Information:
No ISEs
Location of the position:
Zurich
Travel:
Almost nonexistent
Caterpillar is an Equal Opportunity Employer (EEO).
Not ready to apply? Submit your information to our Talent Network here.
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