Professional Documents
Culture Documents
LOGAN
Brentwood, TN 37027 * 615-509-7680 * TFL.Logan@gmail.com
PROFESSIONAL SUMMARY
Energetic and innovative Finance Professional with 25 years of diverse experience in Corporate Finance. High
achiever in managing $11.7B portfolio of construction mining and road equipment in U.S. and Canada. Team
leader who effectively meets goals through strong leadership, interpersonal communication, and analytical abilities.
Skilled staff developer, coach and educator who motivates staff to reach full potential. Client-driven change
agent experienced in establishing and implementing department goals and objectives, managing change, overseeing
budgets, and leading teams toward targeted goals.
SKILLS SUMMARY
Securitization/Debt
Capital Markets
Business
Development
Sales Support and
Forecasting
6 Sigma/Lean 6
Sigma
Financial Statement
Analysis and Risk
Mitigation
Call Center Management
Business Valuation
Analysis
Reporting Risk
Management, SEC,
Rating Agencies
Treasury Functions
ADDITIONAL INFORMATION
Vanderbilt University, Managerial Studies College - Nashville, TN
Adjunct Professor Corporate Finance
PROFESSIONAL EXPERIENCE
Caterpillar Financial Services Corporation
Multiple US Locations
1991 to 2016
Managed the processing of over $600M in modification and refinance restructures within a $5.79B lease and
loan portfolio. Managing a staff of forty-one and a department budget of $5.98M.
Redesigned the department to improve customer service levels from a five-week backlog to fortyeight-hour response times which increased customer satisfaction scores to a department high within
the first year.
Modified the departmental pricing structure and improved revenues by twenty-one percent (21%) in
five months.
Improved employee satisfaction levels by ten-percent (10%) through training plans and process
modifications that built efficiencies into the modification and refinance activities.
Earned the Tennessee Center for Performance Excellence Examiner Certification
Managed the processing and funding of over $3.98B through the financing and leasing of over 23,000
Caterpillar units under wholesale and retail finance platforms.
Created an improved measuring process for credit-to-cash and reduced funding times by twentypercent (20.0%) through identification of training deficiencies within the department.
Managed the UCC filing process and improved the perfected filing rate to ninety-nine and a half
percent (99.5%) from ninety-five percent (95.0%) through vendor agreements and workflow
improvements while lowering the cost of the program by eight percent (8.0%).
Managed the imaging process of 1.9M documents and improved the four-month backlog to one week
through workflow changes and equipment improvements that eliminated duplicate efforts.
Obtained 6 Sigma Green Belt and 6 Sigma Project Sponsor certifications.
Targeted a $100M market for the growth of financial products to end-user Caterpillar customers.
Grew the market from $100M in sales in 1999 to over $247M in 2005.
Success attributed to developing a strategic marketing plan that utilized factory programs to support
machine sales, monitoring the target market and responding to changing consumer demands.
Implemented process improvement programs to better communicate with the dealer network to gain
understanding of the changing market demands that resulted in a fifteen percent (15%) increase in
market penetration.
Developed engine financing programs in combination with factory merchandising. Programs were
focused in the gas compression and oil drilling industry that began with one customer and grew to
seven in five months offering a two hundred and thirty percent increase (230%) in finance volume
within these industries.
Developed and implemented a program that increased client satisfaction survey results by nine
percent (9%) in one year.
Solved dealership sales staff knowledge deficiencies by demonstrating leadership, knowledge and
communication skills to train and mentor a fifty-four (54) person sales staff.
EDUCATION
Southern Methodist University, Cox School of Business Dallas, TX
Master of Business Administration
McMurry University Abilene, TX
Bachelor of Science - Chemistry/Biology