Cmf Customer Account Spec

vor 1 Woche


Zurich, Schweiz Caterpillar Vollzeit

**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.

**JOB SUMMARY**: Manage a portfolio of international structured finance transactions including documentation, closing, in-life monitoring, modifications, customer service and end of term. In addition, provide adequate and accurate reporting and analytics, and participate in improvement projects and initiatives.

**PRINCIPAL DUTIES AND RESPONSIBILITIES**:

- 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 an active role within the team, participate in projects and other assignments

**JOB REQUIREMENTS**:
**SKILLS, ABILITIES AND KNOWLEDGE**:

- Well-developed financial acumen and commercial knowledge
- Understanding of financial products and documentation principles
- Fully fluent (oral and written) English language skills; additional languages are a plus
- Drive and ability to learn, absorb information quickly and act accordingly

**EDUCATION/EXPERIENCE**:

- University degree in economics, geology, engineering or law, or extended relevant work experience
- Experience in commercial lending, corporate or commodity finance with exposure to international transactions and non-standard documentation
- Familiarity with credit evaluation and analysis tools
- Reliable team player with strong communication and interpersonal skills

LI

**Posting Dates**:
January 31, 2024 - February 20, 2024
Caterpillar is an Equal Opportunity Employer (EEO).

Not ready to apply? Join our Talent Community.



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