Document Analyst

Document Analyst 2 —

Nashville TN 37203

12 months

Candidate Responsibilities

This position helps analysts prepare paper and eSignature files, contacting insurance companies for required proof of insurance, and various other tasks that help the full time Document Analysts manage their work flow more efficiently.

Typical Day

Review and process document packages returned from Caterpillar dealers and Caterpillar Financial Services Corporation (CFSC) customers in order to ensure completeness based on finance type and credit conditions and to ensure compliance with all accounting and credit policies prior to the initiation of booking and funding. Transactions reviewed for funding may include, retail financing from Caterpillar dealers, retail financing via direct lending to customer and option financing or lease extensions for current CFSC lease customers. May perform CFCA account balancing and reconciliation, credit and debit transactions, resolve systems errors with transactions and dealer funding and may add, waive or reverse late charges, finance charges, document fees, small balances and transaction fees. May create billing, subsidiary accounts and invoices.

Education Requirements:

AHigh School Diploma or equivalent GED certificate is required and a minimum of 5 years work experience in non-exempt or exempt jobs in credit, customer service, collections, document services, accounting or treasury is recommended(link removed) Previous work experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain in knowledge, skills and responsibility such that a level of full competency can be reached.

Technical Skills

Demonstrated knowledge of and ability to apply math computation skills. Demonstrated ability to effectively manage numerous tasks. Demonstrated computer skills, including the ability to effectively type for up to 75% of the day.Demonstrated knowledge of MS Office products, including the ability to prepare and maintain spreadsheets.

Demonstrated knowledge of and ability to apply data collection and analysis skills.Demonstrated knowledge of systems used by NABC Document Services, including (but not limited to): InfoLease, FinancExpress, IRMA, CT Lien Solutions, DocExpress, SignaturExpress, CustomerExpress and TSYS.

Soft Skills

Strong written and verbal communication skills.Possess a sense of urgency and willingness to be accountable for one’s work product. Demonstrated ability to develop and maintain good interpersonal relationships, working effectively with others inside and outside of the company. Demonstrated ability to strive for quality as well as timeliness, maintaining perspective as to the outcome of the decisions.