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Portfolio Administrative Analyst

1 month ago

Chicago, United States KOMATSU AMERICA Full time

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Financing and Leasing - Portfolio Administrative Analyst Location: Chicago, IL, US, 60631 OnsiteorRemote: Hybrid Position Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse line of products supported by our advanced IoT technologies, regional distribution channels, and a global service network, we tap into the power of data and technology to enhance safety and productivity while optimizing performance. Komatsu supports a myriad of markets, including housing, infrastructure, water, pipeline, minerals, automobile, aerospace, electronics and medical, through its many brands and subsidiaries, includingTimberPro, Joy, P&H, Montabert, Modular Mining Systems, Hensley Industries, NTC, and Gigaphoton. Job Overview To maintain and safeguard Komatsu Financial’ s retail receivables through posting of cash daily, processing and set up of new receivables, i.e. retail contract, leases, barter, rental, making adjustments and corrections, as required, maintaining and improving the retail receivable system. Scope Komatsu Financial (KF) provides a wide range of highly competitive retail conditional sale and operating lease financing options to the U.S. and Canadian market exclusively through our 30+ contracted Komatsu distributors and their customers. Additionally, KF provides financing services to Komatsu Mining Corporation, Komatsu America Industries and Komatsu America Forklift. Currently KF serves over 25,000 retail accounts with an outstanding portfolio gross balance in excess of $4 billion. KF also provides distributor wholesale financing with current balances in excess of $600MM. Key Job Responsibilities Daily processing of new Retail credit applications in U.S. and Canada – consists of funding, set up and booking of the contract in the KF system. Determines and verifies required documents for contract type. Reconciles contract information and terms to approved program terms, following up to correct discrepancies. Researches machine/attachment balances on KF books before proceeds are sent to distributor. Expected End Result Completeness and accuracy of required documentation, adherence to current marketing sales rates/programs, completeness and accuracy of contract application set up, preparation of required actions for distributing retail proceeds to open Retail/Wholesale obligations. Daily processing of loan modification documentation – consists of processing Refinances, Lease Conversions and Renewals, Transfer of Equity and any other applicable documentation. Expected End Result Completeness and accuracy of required documentation, completeness and accuracy of contract preparation to dispose open retail contract, if applicable. Provide customer service by prompt response to all internal and external customer/distributor inquiries. Expected End Result High level of customer satisfaction by prompt response and absence of complaints, thorough investigation/analysis. Safeguard company assets through examination of internal controls. Researches and prepares transactions to correct discrepancies. Expected End Result Reconciliation of assigned G/L accounts, preparation and submission of adjusting/correcting entries when necessary, reporting discrepancies in daily functions to immediate supervisor/manager. Maintain current working knowledge of Info-Lease and Rapport, their enhancements, and other on-line system programs. Expected End Result Interpretation and explanation of accounting methods and procedures pertaining to the use of Info-Lease, preparation and submission of adjusting/correcting entries when necessary. Qualifications/Requirements College degree BA/BS, Accounting or Finance preferred or equivalent work experience, plus at least six months as Assistant Retail Portfolio Analyst. Accounting, banking, financial experience a plus. How Acquired Formal education and experience MS Word & Excel or equivalent, On-line systems How Acquired Work Experience Local, state and federal regulations applicable to retail receivables received during training. Thorough understanding of KAC and KF policies, procedures and programs. How Acquired KF experience Additional Information Komatsu is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #J-18808-Ljbffr