Customer Services Representative I

3 weeks ago

Bengaluru, India Caterpillar Full time

**Career Area**:Finance**:
JOB SUMMARY: Support various portfolio management efforts for Caterpillar Financial Services Corporation (CFSC).

**PRINCIPAL DUTIES AND RESPONSIBILITIES**:
1. Manages various collection efforts related to assigned portfolio while maintaining goodwill with customers.

2. Analyzes past due results and provides regular updates to management regarding collection activity on priority accounts.

3. Recommends additions, deletions, and modifications to the Potential Credit Loss Report.

4. Provides thoughtful and timely answers to customer inquiries and works to resolve customer service issues related to invoicing, due date changes, principal reductions, account reconciliations, interest paid letters, and other similar issues.

5. Recommends and approves contract modifications within authority, and ensures accurate and timely processing of documentation and accounting system changes.

6. Completes all activities necessary to establish and maintain proper security interest in collateral related to affected loans and leases.

7. Provides accurate and timely buyout quotes to customers and other related parties.

9. Completes accurate and timely processing of contract terminations, which includes but is not limited to preparing and sending paid-in-full documents and releasing liens and/or mortgages.

10. 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:
2. Ability to analyze past due accounts and customer credit summaries.

3. Knowledge of financing and taxation principles.

4. Knowledge of and ability to calculate casualty values and amortization schedules.

5. Ability to drive a car or adequately arrange for transportation to and from dealerships, customer sites, etc.

**Required Qualification**:
1. Bachelor’s degree is must

2. Minimum 3 years of experience in customer service & reporting is must

3. Banking/NBFC experience is must.

4. Fluency in Hindi & English is must

5. Experience in telecalling is must

Relocation is available for this position.
Caterpillar is an Equal Opportunity Employer (EEO).

Not ready to apply? Submit your information to our Talent Network here.

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