Experience

• 

  Caterpillar financial

  Jun 2012 - Jul 2012

  Finance intern – sales support

  • Managed over $1.32 million in lease end option financing for 23 customer portfolios.• Resolved $895,000 of expired leases, converting 81% to new finance contracts.• Built reports using Salesforce.com and Microsoft Excel, improving accuracy of quote reporting metrics by 29% through May 2012.• Administered department-wide survey regarding new hire training and formed task force to revamp current process.

• 

  Cat financial

  Jul 2013 - now

  • Managed the $100-$150 million yearly off-lease portfolio on a $2.3 billion portfolio covering over 200 accounts and 20 countries.• Negotiated pre/post-petition debt settlements for over $70 million in exposure with customers in Chapter 11 Bankruptcy.• Calculated and managed the full account payoff for a $106.8 million floating rate equipment lease facility and sale of 46 assets.• Facilitated a $9.85 million option financing program to finance the sale of 43 leased assets in the U.S. coal industry. Show less • Calculated payoffs for early termination of over 4300 installment sales contracts, finance leases, and operating leases.• Tasked with performing buyout calculations on deals with up to $17.3 million in asset net investment.• Prepared over 310 loan-to-value equity analyses for customer portfolios up to $20.7 million in credit exposure.• Selected as early termination Subject Matter Expert for testing and deployment of Salesforce Service Cloud customer relationship management platform and Oracle Lease and Finance Management software.• Increased operational efficiency by creating a single-source platform for housing and updating buyout team resources. Show less

  • Global Process Owner - Treasury

    Nov 2024 - now

  • Senior Project Manager - Treasury

    Mar 2023 - Nov 2024

  • Capital Markets Operations Manager

    Jan 2021 - Mar 2023

  • Finance Representative

    Apr 2018 - Jan 2021

  • Credit Analyst

    Jul 2016 - Apr 2018

  • Global Portfolio Analyst – Cat Mining Finance

    Dec 2014 - Jul 2016

  • Finance Analyst – North America Business Center

    Jul 2013 - Dec 2014