Lease Consultant

Cat Financial is a subsidiary of Caterpillar Inc., 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 more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa.

About the role

Managing End of Lease experience for customers, consulting on available options and eligible products and services, capturing customer intent, and guiding customer through process in coordination with internal/external partners.

Responsibilities

• Managing customer contact at end of lease through end of lease decision, determining customer needs, and consulting on available options.
• Delivering key strategic end of lease results through selling financial products and services with our value message.
• Quoting product and service options for customers, determining eligibility, and aligning with all compliance, policies and procedures.
• Collaborating with internal and external business partners to resolve requests and challenges in efforts to provide high quality customer service.

Requirements

• Degree or equivalent experience desired

Skills

• Core Application Systems (Basic Understanding): Describes basic elements and benefits of core applications supported by own area. Names the organization's core application systems. Names major business functions and services supported by core applications. Locates and uses relevant documentation for core applications.
• Products and Services (Basic Understanding): Describes how own unit's products and services fit within the organization's as a whole. Cites examples of how clients are using the organization's products and services. Collects research product information, service information and marketing literature. Identifies organization's flagship products and services.
• Service Excellence (Working Knowledge): Provides a quality of service that customers describe as excellent. Resolves common customer problems. Responds to unexpected customer requests with a sense of urgency and positive action. Provides direct service to internal or external customers. Documents customer complaints in a timely manner.
• Accuracy and Attention to Detail (Working Knowledge): Accurately gauges the impact and cost of errors, omissions, and oversights. Utilizes specific approaches and tools for checking and cross-checking outputs. Processes limited amounts of detailed information with good accuracy. Learns from mistakes and applies lessons learned. Develops and uses checklists to ensure that information goes out error-free.
• Effective Communications (Working Knowledge): Delivers helpful feedback that focuses on behaviors without offending the recipient. Listens to feedback without defensiveness and uses it for own communication effectiveness. Makes oral presentations and writes reports needed for own work. Avoids technical jargon when inappropriate. Looks for and considers non-verbal cues from individuals and groups.
• Negotiating (Working Knowledge): Works to achieve win-win in negotiations, rather than taking a win-lose approach. Focuses on issues rather than personalities. Uses active listening and probing techniques to surface problems, issues, and interests. Demonstrates a willingness to examine own position. Presents own position and listens attentively to position of others.
• Relationship Management (Working Knowledge): Provides prompt and effective responses to client requests and interactions. Monitors client satisfaction levels on a regular basis. Alerts own team to problems in client satisfaction. Differentiates the roles and responsibilities in a business relationship. Works with clients to address critical issues and resolve major problems.
• Equipment Financing and Leasing (Working Knowledge): Works with routine activities of equipment financing and leasing in daily work. Follows applicable procedures and standards to conduct equipment financing and leasing business. Performs primary business needs analysis, due diligence, underwriting and payment collection for equipment financing and leasing cases and projects. Cooperates with partners for equipment management from equipment appraisal to remarketing to residual values. Assists with the creation and administration of equipment financing and leasing related documentation.

Benefits

Pay Range: $94,728.00 - $151,572.00

• Flexible Spending Accounts (FSAs)
• Health Lifestyle Programs
• Employee Assistance Program
• Voluntary Benefits and Employee Discounts
• Career Development
• Incentive bonus
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits
• Tuition Reimbursement

These benefits also apply to part-time employees.

Schedule

This position requires incumbents to be onsite in the Nashville main office 5 days per week.