Credit & Operations Manager

hace 1 semana

Monterrey, Nuevo León, México Caterpillar A tiempo completo

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.


Manage all aspects of receivable portfolio from initial approvals, day-to-day management, liquidation for the subsidiary by effectively utilizing all resources.

Implements credit and collection practices, policies and procedures to maximize the effectiveness of the company's finance plans in promoting and managing the finance aftermarket, rental and services of Caterpillar products through Caterpillar dealers, supporting the retail credit of unsecured transaction via the Revolving Credit Lines and the portfolio management of retail tickets.


Job Related Statistics:

Managed Portfolio:
Varies by assignment

Annual Business Volume:
Varies by assignment

Annual Expense Budget:
Varies by assignment

Annual Payroll Budget:
Varies by assignment

Principal Duties and Responsibilities:


Directs a staff responsible for assisting customers with credit offerings, financial credit information and relevant information within the company policies, and procedures as established by the subsidiary.

Administers credit by approving credit submissions, directing the credit analysis process and investigation of credit submittals, overseeing employees with lesser credit authority, and contracts.

Structures and recommends credit submissions in excess of credit authority.

Manages credit processing through Revolving Credit Lines Serves as a liaison between the marketing staff and legal department regarding documentation changes and modification.

Oversees the administration, booking process and funding of documented transactions.

Ensures and manages proper training and instruction is given to personnel regarding Revolving Credit Lines related systems all other suitable software.

Initiates and manages other types of employee training.

Assists in preparation of the Revolving Credit Lines 's annual business plan and budget, establishes methods for measurement of these objectives and plans, and reviews progress toward their achievement.

Approves account modifications and executes documents within authority and ensures the overall quality of accounting inputs and resulting adjustments. Ensures the successful liquidation of the legal portfolio and coordinates these efforts with the headquarters' legal counsel.

Manages customer service efforts as they relate to customer requests, local staffing, and headquarters support and oversees the quality of customer service for the customers of Revolving Credit Lines.

Directs the preparation of the Revolving Credit Lines past due report. Approves additions, deletions, and modifications to Potential Credit Loss Report. Forecasts delinquency and losses and analyzes trends for use by management.

Maintains goodwill while administering the company's policies and procedures through dealings with customers, dealers, and other Caterpillar Financial Services Corporation (CFSC) Offices.

Initiates new procedures and recommends new policies as work conditions change. Attracts, motivates and develops employees. Identifies training and development needs of staff and implements an annual training program. Manages all personnel issues including mentoring, performance evaluations, disciplinary actions, hiring, and employment separations. 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 Equal Opportunity and Harassment policies of the company, applies them in all aspects of management and maintains an environment, which is consistent with these policies.


Job Requirements:

  • Advanced knowledge of finance/leasing products, policies and procedures.
  • Advanced knowledge of commercial law, including bankruptcy.
  • Knowledge of lease accounting practices.
  • Thorough knowledge retail and unsecured credit, including banking revolving credit lines and credit cards.
  • Thorough knowledge retail and unsecured collections practices, including banking revolving credit lines and credit cards.
  • Thorough knowledge retail and unsecured Customer Services practices, including banking revolving credit lines and credit cards.
  • Knowledge of Human Resources policies and procedures.
  • Advanced ability to analyze the financial status of customers.
  • Ability to provide an atmosphere of teamwork and cooperation with fellow employees in or

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