We are looking for a self driven Sales Administrator (6 months agency contract) to join our team to provide system, administrative and clerical support for sales tasks at the international subsidiary office and to assist internal and external customers through dealers with quotes on finance and leasing alternatives.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
1. Completes or assists in the completion of transaction related data and forms in the leasing system, including the creation of customers, lease opportunities, lease application, casualty values, amortization schedules and rental and final payment schedules.
2. Reviews the transaction summary in the leasing system to insure accurate and complete information for documentation and booking purposes.
3. Assists with the clerical and administrative duties of the Subsidiary Office such as: the creation of credit folders for Credit Analysts’ credit evaluation, following up with Dealers on credit application materials, and communication with technical team on system problems and resolution.
4. Uses Caterpillar Financial Services Corporation's (CFSC) software to create reports to track detailed sales information for review and comparison with headquarters' records.
5. Prepares sales analytical and statistical reports and ensures compliance of sales focus programs in customers/dealers financial leasing quotes.
6. 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.
7. Understands the Harassment policy of the company and is responsible for its application in all aspects of employment.
JOB REQUIREMENTS:
KNOWLEDGE, SKILLS AND ABILITIES:
1. Knowledge of and ability to analyze situations and make recommendations using available data.
2. Ability to be goal-oriented, concentrating on results while being flexible and showing initiative.
3. Ability to develop and maintain good interpersonal relationships, working effectively with others within and outside the company.
4. Ability to strive for quality as well as timeliness.
5. Knowledge of and the ability to apply successful problem solving and job planning abilities.
6. Ability to apply effective oral, written, and listening communication skills with dealers, customers, company personnel, and the financial communities.
7. Ability to apply human relations skills.
8. Ability to effectively manage numerous tasks.
9. Knowledge of and the ability to apply math computation skills.
10. Knowledge or and the ability to apply data collection and analysis skills.
11. Ability to apply organization, planning and time management skills.
12. Ability to operate a telephone system, financial calculator, and desktop/laptop computers.
13. Ability to prepare and maintain spreadsheets.
14. Use a typewriter and/or keyboard for 75% of the workday.
15. Ability to learn about Caterpillar products, CFSC and Caterpillar dealer processes.
16. Ability to learn finance/leasing products, policies, and procedures.
17. Ability to learn CFSC documentation procedures, billing and invoicing procedures.
18. Ability to learn leasing and remote document systems.
19. Ability and willingness to travel.
EDUCATION/EXPERIENCE:
Requires a High School Diploma or equivalent GED certificate.
A minimum of 2 years experience in an office environment is desired.
Strong general office skills are required.
Caterpillar is an Equal Opportunity Employer (EEO).
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