Jing Wu
Ringgold
Summary
With 19 years at Caterpillar Inc. and Caterpillar Financial across China, Singapore and the United States, I have developed a broad skill set through various roles including account payable, customer services, loan modification, transaction coordinator, customer relations and business system conversion project. I was recognized as a quick learner, effective communicator and highly motivated to bring strong analytical, organizational and service-oriented skills to a finance or business operations role.
Seeking a Finance Operations, Transaction Support or Account Payable role focused on process execution, coordination and customer support, where my extensive experience in financial services, attention to details, and strong service mindset can support daily operations and team success.
Overview
24
24
years of professional experience
Work History
Customer Relations Representative
Caterpillar Financial Services Corporation
01.2021 - Current
- Work with customers, dealers and internal departments for financed insurance cancellation request
- Review insurance cancellation cases, complete finance insurance cancellation report, provide timely and accurate insurance premium refund calculation and send instructions for fund application to loan and refund to customer.
- Worked with other internal departments to resolve various account reconciliation issues.
- Resolved service issues efficiently, ensuring prompt follow-up and solutions for clients.
- Streamlined communication processes between departments to improve overall customer experience.
Transaction Coordinator
Caterpillar Financial Services Asia Pte Ltd
10.2012 - 02.2016
- Worked with legal department for preparing Loan and Security Documents for Ship Financing transactions.
- Coordinated documentation and communication between stakeholders to ensure timely transaction processing and fund disbursement.
- Managed multiple transactions simultaneously, prioritizing tasks to meet deadlines effectively.
- Streamlined transaction workflows by implementing best practices and improving interdepartmental collaboration.
- Reviewed contracts and agreements for accuracy, ensuring compliance with company policies and regulatory standards.
Subject Matter Expertise for Global System
Caterpillar Financial Services Asia Pte Ltd
10.2013 - 07.2015
- 2 Year Special Assignment as SME to participate in Southeast Asia Oracle System Deployment covered both Origination and Operation functionalities.
- Collect business requirement and coordinate with US deployment team for solutions.
- Evaluated existing processes and proposed enhancements that reduced redundancy and increased workflow effectiveness across teams.
- Led system data cleansing, Oracle system testing, all users training, create CPF AP Oracle system process mapping & User Manual according to business operation.
- Provide system support after it went live.
Customer Service Representative
Caterpillar Financial Services Asia Pte Ltd
10.2007 - 08.2012
- Managed Marine Financing Accounts portfolio with exposure of US$ 300M.
- Collect past due payment. Customer invoicing. Answer customers' enquiries. Headquarters reporting and internal reporting.
- Write proposal for loan restructure. Raise Repossession and Write Off request for default accounts.
- Handled delinquent accounts by working with legal department and external agents for vessel repossession, litigation and re-marking.
Customer Service Representative
Caterpillar China Financial Limited
08.2004 - 10.2007
- Collect past due payment. Answer customer's inquiries. Prepare headquarter monthly portfolio health report and internal management required report.
- Raise Lease modification, equipment repossession and account write Off request for default customers.
- Work with legal department and external agent for equipment repossession.
Financial Analyst
Caterpillar China Investment Co., Ltd
12.2001 - 08.2004
- Process vendor invoices, company expense and employee reimbursement accurately and in a timely manner.
- Match invoices with purchase orders and receiving documents, verify invoice accuracy, coding, approvals, and ensuring payments in compliance with company policies.
- AP reconciliation and assist with month-end and year-end closing.
Education
Bachelor of Economics - Accounting
Renmin University of China
Beijing China07-2000
Associate - Accounting
Beijing Information Science & Technology University
Beijing China07-1997
Skills
- Microsoft Office Suits (Word, Excel, PowerPoint, Outlook, OneNote, Teams)
- Salesforce
- Oracle suits
- QuickBooks Online Certificate
- Cross-functional teamwork
- Customer Services
- Transaction Coordination
- Business System Support
- Problem resolution
Timeline
Customer Relations Representative
Caterpillar Financial Services Corporation
01.2021 - Current
Subject Matter Expertise for Global System
Caterpillar Financial Services Asia Pte Ltd
10.2013 - 07.2015
Transaction Coordinator
Caterpillar Financial Services Asia Pte Ltd
10.2012 - 02.2016
Customer Service Representative
Caterpillar Financial Services Asia Pte Ltd
10.2007 - 08.2012
Customer Service Representative
Caterpillar China Financial Limited
08.2004 - 10.2007
Financial Analyst
Caterpillar China Investment Co., Ltd
12.2001 - 08.2004
Bachelor of Economics - Accounting
Renmin University of China
Associate - Accounting
Beijing Information Science & Technology University