Libin (Leon) Wan Email & Phone Number

北京市, 中国

1. Work with equipment sales team and visit customers who may have financing demand2. Make judgement on customer's credit at early stage3. Design financing solution for customers and collect credit information with support of equipment sales team4. Deliver well prepared credit information to credit team and follow up or clarification5. Input purchase order information into finance lease system and pass it to operation team6. Assist on funding partner development

北京

1. Develop and check financing quotation tools for pricing applications including payment amortization, interest rate, discount, and fee calculation.2. Assist Territory Manager and Account Manager to work out the pricing structure for key accounts and projects3. Provide training on financial merchandising programs and monitor the utilization to further optimize the programs and pricing structure.4. Develop regular and ad-hoc the business reports on pricing, market share and penetration rate.5. Assist to conduct new market research, new business analysis and competitive intelligence.

Beijing City, China

1. Provided collection support for on-site collection groups including the preparation of invoices, payment statements, business letters, and other collection requests.2. Managed early buyout requests, worked with Treasury to reconcile misapplied payments, late charges to solve cash application issues.3. Responded to tax and repayment questions, managed leasing contracts in systems.4. Responsible for preparing reports on portfolio health for business review and daily monitoring.5. Built and maintained the rapport with collection, sales, and finance teams, also customers and Caterpillar dealers.

Beijing