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Pedro MoranPM
Open to opportunities

Pedro Moran

@pedromoran

Customer Accounts Specialist at Caterpillar Financial managing customer portfolios and serving as a Secure Messaging SME in Salesforce.

United States
Message

At Caterpillar Financial, I manage customer portfolios for the Denver and Seattle regions and build long-term customer relationships. I also serve as an SME for Secure Messaging in Salesforce and MyCat Financial, resolving complex account inquiries and supporting portfolio performance.

As a Business Analyst I, I supported the global 4 Pillars transformation initiative and served as Document Analyst for Spain, Portugal, and Italy. I developed expertise in CapitalStream pricing and credit decisioning, document creation, and Oracle booking processes.

As a Customer Relations Representative, I resolved customer concerns, investigated complaints, and advocated for customers in continuous improvement initiatives. I also partnered with development teams to enhance service delivery.

Experience

Work history, roles, and key accomplishments

Caterpillar Financial logoCF
Current

Customer Accounts Specialist

Caterpillar Financial

Apr 2024 - Present (2 years 7 months)

Manage customer portfolio for Denver and Seattle regions; build long-term customer relationships; serve as SME for Secure Messaging in Salesforce and MyCat Financial; resolve complex account inquiries and support portfolio performance.

Education

Degrees, certifications, and relevant coursework

University of Pikeville logoUP

University of Pikeville

MBA, Business Administration

Completed an MBA at the University of Pikeville in 2019.

Trevecca Nazarene University logoTU

Trevecca Nazarene University

BA, Organizational Communications

Completed a BA in Organizational Communications at Trevecca Nazarene University in 2015.

Tech stack

Software and tools used professionally

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