PRINCIPAL DUTIES AND RESPONSIBILITIES:
Receives requests from the sales or credit area to prepare final financing documents i.e.: Finance Lease Agreement, Loan Agreement, Fiducia Agreement and all its supporting document as required.
Assists in the preparation of complex documentation involving leases and financing packages.
Utilizes knowledge of financial transactions, Taxations, Legal, and lien documents.
Verifies existing and enters additional contract information into the documents and system prior to distribution to the customers.
Maintains a follow-up system to ensure timely return of documents to CFI and follows up with dealers and customers as needed.
Reviews returned document packages for completeness and accuracy. If additional information or documents are needed, the incumbent communicates with the customer or dealer to obtain such information.
Orders and tracks record searches.
Track receipt and do proper filing of documents related to new business and renewals of previously booked business.
Review searches for liens conflicting with our security position.
Coordinate with Paralegal, Notary, and outside counsel as necessary.
Verifies insurance coverage to complete the document file. If additional documents are needed, contacts the customer or dealer.
Input transactions into the leasing system to prepare for funding. If the contract is out of balance, coordinates with the Credit Analyst for correction.
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.
Understands the company’s policies and responsible for its application in all aspects of employment.
JOB REQUIREMENTS:
SKILLS, ABILITIES, AND KNOWLEDGE:
Ability to apply effective oral, written, and listening communication skills in English with dealers, customers, company personnel, and the financial communities.
Ability to effectively manage numerous tasks.
Detailed person, structured, and well organize on handling the jobs.
Knowledge of and the ability to apply math computation skills.
Knowledge of and the ability to apply legal skills.
Ability to prepare and maintain spreadsheets.
Ability to perform general office tasks.
EDUCATION/EXPERIENCE:
Requires a bachelor’s degree from faculty of law. A minimum of 3 years’ experience in the same job field is desired.
Caterpillar is an Equal Opportunity Employer (EEO).
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