Sales & Credit Administrator

Caterpillar; Milano; In loco; EUR 28.000 - 40.000; Tempo pieno

Descrizione del lavoro

Join Caterpillar as a Sales & Credit Administrator in Milan, where you'll engage in managing credit applications and ensuring accuracy in financial data. This role requires a degree in Finance or similar field and offers a competitive salary along with work-life balance in a supportive global environment.

Servizi

Competitive salary package

Work-life balance

Opportunities for growth

Competenze

• Native knowledge of Italian; proficiency in English required.
• Relevant experience in banks and financial institutions preferred.
• Ability to capture and document business information efficiently.

Mansioni

• Conducting system uploads and reviews of credit application documentation.
• Communicating with dealers and sales teams on credit application processes.
• Analyzing errors on credit applications and updating procedures for accuracy.

Conoscenze

Attention to Detail

Data Entry Management

Proactive Initiative

Information Capture

Formazione

University degree in Finance, Economics, Business, or Marketing

Descrizione del lavoro

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you'rejoining 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'tjust 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.

About Cat Financial

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.

Job Description:
We have an amazing opportunity for you to join our Financial Products Division at our Milan office as a Sales & Credit Administrator. In this position within the Sales Team, you will be responsible for conducting concurrent and retrospective system uploads and reviews of credit application documentation. Your goal will be to ensure record accuracy and uphold the highest standards.

What You Will Do:

• Collecting, analyzing, entering information to prepare credit applications for credit analysis.
• Communicating with dealers and/or sales team on credit application process details.
• Analyzing errors on credit applications and customer records and updating documentation processes and procedures to improve accuracy rate.
• Providing guidance on the implementation of credit application documentation best practices within a specific unit.
• Completing or assisting in the completion of transaction-related data and forms in the leasing system, including the creation of customers, lease opportunities, lease applications, casualty values, amortization schedules, and rental and final payment schedules.
• Reviewing the transaction summary in the leasing system to ensure accurate and complete information for documentation and booking purposes.
• Using Caterpillar Financial Services Corporation's (CFSC) software to create reports to track detailed sales information for review and comparison with headquarters' records.
• Preparing sales analytical and statistical reports and ensuring compliance of sales focus programs in customers/dealers financial leasing quotes.
• Participating in the accomplishment of continuous improvement objectives for the department. Progress is measured through maintenance of necessary measurements and analysis of associated data. Participates in identifying problem areas and developing resolutions to address them.

What You Will Have:

• University degree in Finance, Economics, Business, or Marketing, and/or relevant experience in banks and financial institutions.
• Native knowledge of Italian; proficiency in English is required, and Spanish is a plus.
• Information Capture: Knowledge of the methods, channels and processes to obtain needed information; ability to identify, capture and document relevant business information in an auditable, organized, understandable and easily retrievable manner.
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Initiative: Being proactive and committing to action on self-identified job responsibilities and challenges; ability to seek out work and the drive to accomplish goals.
• Data Entry Management: Knowledge of data entry management; ability to manage data entry and report the results during daily work.

Additional Information:

• No telework possibility (5 days in the office per week).
• Office located in Milan city center.
• According to Italy Labor agreement sector terziario (CCNL): the level of the employee is: Impiegatto Livello 3.

What We Offer

From day one, you’re set up to thrive at Caterpillar: helpful training, relatable mentors, global experience, competitive salary package, work-life balance, and the growth opportunities you expect with a Fortune 100 company. You power our success, and we are committed to empowering yours. After all, when your work can impact the entire world, it’s important to do work that matters.

About Caterpillar

Caterpillar Inc. is 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 the past 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Posting Dates:

Caterpillar is an Equal Opportunity Employer.

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