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Position Description and Opportunity Overview
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and destroy this document. 1
Client Company
Role: Syndications Region Manager (Singapore/Southeast Asia)
Location: Singapore
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Position Description
To contribute to the success of CFSC business units in Singapore and Asia Pacific through the syndication of
customer or country exposures in situations where CFSC has reached its maximum recommended exposure.
Provide financing and marketing support to Caterpillar international marketing companies and Cat Financial
global line units by proactively interfacing with international government Export Credit Agencies (ECA).
Within an assigned geographic territory, provide strategic insight and tactical direction on international‐based
issues with regard to funding support services, business development, sales support and trade policy.
• Analyzes potential credit transactions and communicates pricing and other important data to the
business units on a deal‐by‐deal basis.
• Develops and implements procedures and policies for the purchasing, closing, and post deal support
of purchase‐side syndications.
• Provides advice and support to CFSC business units on the feasibility of various syndication deals and
programs.
• Negotiates confidentiality agreements and closing documents with the assistance of the Syndication
Transaction Coordinator.
• Develops, maintains and improves access to international ECA programs and global syndicate bank
partners to maximize the incremental sales opportunity for the export of Caterpillar products.
• Applies the appropriate financial assistance programs and policies of U.S. and international funded
export credit agencies to provide strategic insight, tactical direction and financing to support sale
closure in coordination with Caterpillar MBD’s and Cat Financial line units.
• Develops and implements creative financing solutions for Caterpillar MBD’s, dealer and end user
equipment and project funding needs and risk mitigation.
• Advises and influences government agencies, export credit agencies and the multilateral development
banks on the development of programs and policies that contribute to the development of Caterpillar
sales opportunities. Represents marketing company and dealer interests with government agencies
on issues that affect Caterpillar's ability to compete in international markets.
• Participates in accomplishment of continuous improvement objectives for the department. Progress
toward accomplishment of these is measured through maintenance of necessary measurements and
analysis of associated data. Participates in the identification of problem areas and development of
resolutions to address them.
Critical Skills and Competencies
• Bachelor’s degree and 10+ years experience in Banking and Finance syndications
• Develop, implement, and achieve annual business plan.
• Enhance growth by developing effective relationships with various CFSC business
units and by teaching the business value of syndications.
• Develop and promote positive working relationships worldwide with third party syndications sources
(Banks, Leasing Companies, etc.) and Export Credit Agencies.
Qualifications
• Advanced knowledge of and ability to apply math computation skills including those used in financial
modeling and forecasting.
• Advanced ability to analyze the financial status of customers.
• Thorough knowledge of CFSC financing and leasing products, policies, and procedures.
• Knowledge of CFSC credit and documentation procedures, processes and operations.
• Ability to speak, read, and comprehend languages other than English may be essential.
• Working knowledge of global export credit agency programs and their application.
• Proven knowledge of how both domestic and foreign economies impact business.
• Thorough knowledge of the industries served by Caterpillar, including regional differences.
• Advanced ability to read and analyze various business reports.
• Ability to speak, read, and comprehend languages other than English is essential.
• Ability travel moderately is required (10‐20% of working time).
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Compensation
The role will provide a solid compensation offering that will match the success to be achieved
in the business. The basic framework includes a strong base salary, annual bonus program
based on company and individual achievement.
The range of compensation is open based on the unique skills of the ideal candidate and will be structured
after reviewing two years of detailed compensation history.
Why is this compelling position to consider?
An amazing opportunity to grow with a Fortune 50 Global Leader
Caterpillar is a destination company!! High level of employee loyalty
Direct Access to the Senior Leadership of Caterpillar Financial
Global Exposure to all business issues within the business
Outstanding challenges with this role
An opportunity to have a direct impact of the success of one of the globes leading companies
Interview Process
ZRG provides our client companies with best‐in‐class hiring process grounded in fact‐
based measurements and information, consistent with the culture of Caterpillar
Finance. We believe finding the best people for a role involves closely matching exact skills and attributes of
candidates to the highly specific needs of our clients. Our entire process is built around providing a superior
level of quality candidates to our clients who fit the specifications clearly. To accomplish this, we utilize our
patent pending Z Score hiring process which provides for improved hiring results and better fits for candidates
and employers. To this end, our interview process with our client has been carefully discussed and will
include:
Steps:
1) Initial interviews with ZRG Partners
2) Presentation of short list of candidates to Client for approval
3) Green light from Client to proceed to Round 2 for selected candidate(s)
4) Face‐to‐face interview with key members of the management team to confirm match and culture fit
5) Finalists will then complete Z Score on‐line assessment process to compare individual behavioral and
intellectual traits to our hiring database for similar positions we have filled. At this stage, it will take a
candidate about 60 to 90 minutes to complete an on‐line assessment process to help everyone insure this
is the right role and fit (skills, management style, and culture).
6) Second interview with senior team of Client
7) Discussions around offer framework and financial requirements
8) Background check, reference check, income verification, offer, negotiation and hire
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ZRG Partners is a global executive search firm headquartered in Boston, MA, with offices
through the US, Europe, Canada and Asia Pacific. Our fact‐based approach to helping our
clients make great hiring decisions is the foundation of our offering.
The ZRG team working on this project for Caterpillar Financial will include:
Ken Lubin, Managing Director
klubin@zrgpartners.com
Ken Vancini, Managing Partner
kvancini@zrgpartners.com
Sarah Mason, Research Director
smason@zrgpartners.com
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