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Account Services Admin Ii

4 months ago

Bengaluru, Karnataka, India Caterpillar Full time

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 are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities.

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 Caterpillar
Caterpillar Inc.

is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives.


For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future.

Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Position Title:
Account Services Admin ll

Job Location:
Bangalore, KA-India

Job Summary:

Support various accounts receivable management efforts.

As a result of higher skill levels, may be involved in training less experienced individuals in the customer services area.

**Principal

Responsibilities:

  • Provides administrative support for the Collections group. Prepares invoices and other miscellaneous forms and letters and responds to various collection requests.
  • Collection related inquiries may include calculating buyout requests, working with Treasury to correct misapplied payments, waiving late charges, answering tax and payment related questions, solving invoicing problems and making changes to contracts in the leasing system.
  • Be able to respond to credit reference inquiries and loan balance confirmations submitted by auditing firms, which may involve using CQS to confirm interest paid and principal balances.
  • Maintains various logbooks and spreadsheets for tracking customer services volume and performance.
  • 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.

Job Requirements
Skills, abilities, and knowledge

  • Knowledge of and ability to calculate casualty values and amortization schedules.
  • Ability to display a courteous and helpful attitude when answering customer servicerelated questions.
  • Advanced knowledge of the leasing and collections systems.
  • Knowledge of and ability to prepare and maintain spreadsheets.
  • Knowledge of CFSC and Caterpillar dealer processes.
  • Advanced knowledge of finance/leasing products, policies, and procedures.
  • Knowledge of billing and invoicing procedures.
  • Knowledge of financing principles.
  • Demonstrated ability to perform general office tasks.
  • Ability to be a committed student of the business seeking knowledge and experience that benefits current performance and prepares for future advancement.
  • Ability to nurture a strong working relationship with fellow employees, headquarters personnel, territory managers, CFSI customers, and dealer personnel.
  • To work efficiently guided by the priorities set by management; strive for continuous improvement in performance of duties.
  • Ability to work together with colleagues to achieve regional office objectives without losing perspective of overall CFSI goals.

Education/Experience

  • Graduate and above with at least 2 Years of Service s in Tele Calling collections

Additional Information:

Caterpillar is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals - including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Posting Dates:

February 13, February 19, 2024
Caterpillar is an Equal Opportunity Employer (EEO).

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