Financial Services Customer Relations

Shelly Solomon

*** ****** ****, ********, ** ****9 615-***-**** ************@*****.***

Professional Summary

Dynamic financial services professional with 10+ years of progressive experience in equipment finance, customer relations, credit analysis, and portfolio management. Known for leading high-performing teams, optimizing account strategies, and driving customer satisfaction across North America. Skilled in credit risk evaluation, aftermarket sales, and building dealer relationships that drive business growth. Recognized for exceptional leadership, problem-solving, and engagement at all levels.

Skills

Moody’s Credit Risk Certified, High Volume Collections, Account Management, Credit Analysis, Aftermarket Sales and Product Support, Asset Management, Customer Service and Retention, Supervisory Experience, Dealer/Vendor Relationships, Dale Carnegie Sales Certification, Toastmasters, ERG and Girl Scout Leadership

Work Experience

Customer Support Manager II Caterpillar Financial Services Nashville, TN 2022–Present

Lead and supervise a high-performing customer relations team, overseeing operations and ensuring compliance with quality and workflow standards.

Manage an unsecured portfolio valued at $10–12B, reporting key metrics and performance to executive leadership.

Drive continuous improvement by evaluating existing policies and recommending process enhancements.

Conduct regular departmental meetings and performance reviews to foster team development and accountability.

Lease Sales Consultant Caterpillar Financial Services Nashville, TN 2020–2022

Managed end-of-lease options and conversions for operating leases, increasing conversion rates to financing and lease extensions.

Sold aftermarket services and negotiated financing options to optimize customer retention and product support revenue.

Advised customers on machine over-usage to prevent additional charges and maximize ROI.

Collaborated with regional dealers to ensure seamless lease-to-sale transitions.

Credit Analyst Caterpillar Financial Services Nashville, TN 2018–2020

Approved and restructured credit deals up to $500K authority; reviewed financials, tax returns, and compliance.

Conducted risk assessments and due diligence on high-value transactions across multiple customer segments.

Trained staff on credit evaluation processes and compliance procedures.

Customer Account Specialist II Caterpillar Financial Services Nashville, TN 2017–2018

Managed West Coast and Canadian delinquent portfolios, enhancing recovery strategies and reducing write-offs.

Developed dealer and customer relationships to streamline collections and resolve disputes.

Analyzed accounts for special handling, default, or charge-off designation.

Education

Bachelor of Science: Business Management University of Phoenix, Phoenix, AZ 2009

GPA: 3.25/4.0

References

Mark Davis, Caterpillar Financial 615-***-**** ****.*****@***.***

Kyle Dollard, Insight Investments 970-***-**** ********@******************.***

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