Daniel L. Email & Phone Number

Concord, Ontario, Canada

Leading the centralized equipment financing process, as the Equipment Finance Supervisor, I assign, coordinate and administer equipment finance solutions for new and existing customers.Supervising a Team of Financial Services Specialists stretching across three (3) Provinces while overseeing all Financing Solutions pertaining to the purchasing of heavy.

Burlington, Ontario

As the Senior Financial Services Specialist, I am the liaison between Toromont and Caterpillar Financial Services for our Sales Force’s financing needs. I manage a centralized financing process for the equipment business and also coordinate and administer equipment financing solutions for our new and existing customers. My primary focus is to streamline.

Timmins, Ontario

Overseeing both the Thunder Bay and Sault Ste. Marie branches regarding all credit aspect of the day-to-day business. I'm also responsible for credit-related matters for several mines including; Baffinland Iron Mines, Detour Gold, Goldcorp Red Lake and Vale Canada. Process new credit applications including those required by CFSL. Review and formally.

Timmins, Ontario

My role is to be a single point of contact between my dealer, Toromont CAT and our customers. My role is a vital source of support, building positive relationships with both internal and external customers to achieve both individual and company goals while promoting superior Caterpillar parts and services.

Burlington, Ontario

Reviewed all incoming credit requests submitted by Caterpillar’s Canadian dealers. Assisted all dealer personnels with their credit submissions through Financial Express (internal database).Issued new and renewed existing lines-of-credit. Worked together with dealer personnels on more complex applications, in order to achieve and come to mutual credit.

Burlington, Ontario

I'VE HELD THIS POSITION FOR 2 MONTHS IN 2010, WHILE HR WAS LOOKING FOR A REPLACEMENT CANDIDATE. Reviewed all end of lease contracts, and negotiated refinancing options with customers. Completed all tasks involved in lease renewals from quoting, generating legal documents and finalizing the booking process. Reviewed all incoming bankruptcy and proposal.

Oakville, Ontario

Responsible in leading a team of five collectors, and acted as mentor and trainer for the department. Created and provided weekly reports such as, past due projections as well as potential credit losses for all Executive Management. Primary collector for all severely delinquent accounts in the Canadian portfolio. Coordinated all necessary follow up to.

Oakville, Ontario

Managed a $23MM portfolio of heavy equipment. Responsible for all French legal matters and worked closely with our lawyers in Québec. Reviewed and approved all account modification requests received from clients and executes documentation. Assisted Territory Sales Managers in acquiring all necessary documentation needed for thorough credit reviews, on new.

Oakville, Ontario

Managed a portfolio of over 600 delinquent accounts. Made outbound calls to clients who were past due on payments. Negotiated on the balance owing with the client’s accounts payable department. Worked with trustees appointed to our clients in financial difficulties. Reviewed all terminated and active delinquent files with both our Montreal & Toronto.

Oakville, Ontario

Contacted overdue customers regarding the balance of their accounts. Negotiated payment plans. Responsible for inbound billing inquiries.

Oakville, Ontario

Responsible for all inbound calls from small to medium sized companies. Assisted customer in determining their various telecommunications needs. Responsible for selling and up selling all business products such as: local lines, DSL Internet services, long distance, domain registration, toll free services.

Responsible for selling services such as long distance packages, telephone lines, toll free services as well as Internet and paging services. Determined customers needs in order to offer and sell appropriate service packages. Followed up with active clients to ensure their needs and expectations were being met and exceeded. Assisted current customers with.