Lease Consultant

Caterpillar•Nashville, TN

4d•Onsite

About The Position

The Lease Consultant manages the customer experience at the end of a lease by consulting on available options and eligible products and services, capturing customer intent, and guiding customers through the process in coordination with internal and external partners. The role supports end-of-lease results by selling financial products and services, quoting options, determining eligibility, and following compliance requirements, policies, and procedures. This position is based onsite at Caterpillar’s Nashville main office five days per week. A degree or equivalent experience is desired.

Requirements

Degree or equivalent experience desired.
Working knowledge of customer service, accuracy and attention to detail, effective communications, negotiating, relationship management, and equipment financing and leasing.
Basic understanding of core application systems and products and services.

Responsibilities

Manage customer contact through the end-of-lease decision, determine customer needs, and consult on available options.
Deliver strategic end-of-lease results by selling financial products and services using the company’s value message.
Quote product and service options, determine customer eligibility, and comply with policies, procedures, and requirements.
Collaborate with internal and external business partners to resolve requests and challenges and provide high-quality customer service.
Provide direct service, resolve common customer problems, respond to unexpected requests, and document customer complaints in a timely manner.
Apply equipment financing and leasing procedures and standards, support business needs analysis and due diligence, and assist with related documentation and equipment management.