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Brentwood, TN 37027 * 615-509-7680 * TFL.Logan@gmail.com

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.

Capital Markets
Sales Support and

Collections and Cash

Cost Analysis and
Credit Management
Commercial and Retail

6 Sigma/Lean 6
Financial Statement
Analysis and Risk
Call Center Management

Business Valuation
Reporting Risk
Management, SEC,
Rating Agencies
Treasury Functions

Vanderbilt University, Managerial Studies College - Nashville, TN
Adjunct Professor Corporate Finance

Aug 2006 to Present

Caterpillar Financial Services Corporation

Multiple US Locations

1991 to 2016

Managing Director Account Services North America

Sept 2015 to May 31, 2016
Collections, Cash Posting, SOx Controls, UCC, PPSA, Lockbox Nashville, TN
Managing an $11.8B portfolio of construction, mining and road equipment commercial loans in U.S. &
Canada. Responsible for all collections and cash management activities for both U.S. and Canada.
Improved past dues by seventeen percent (17.0%) within four months (4) after taking over operations
Implemented new legal documents to improve recovery opportunities resulting in better compliance
with SOX and bankruptcy litigation.
Improved non-accrual assets by over $1.7M within three months due to focused measurement and
collections plans to address past due amounts.
Training provided to the team of thirty-eight collectors on the collection cycle to improved cycle
payment times resulting in lower total past due accounts and dollars. Provided training on UCC and
the impacts of PMSI, perfected and non-perfected, financing statements within the U.S.
Sponsored a 6 Sigma project which decreased cash posting errors while reducing processing times by
seven percent (7.0%).
Sponsored a 6 Sigma project to improve the existing ACH, wire transfer and lock box processes to
address cash errors while improving customer experience through features and benefits of a new
system. Customer satisfaction scores improved from 9.0 to 9.3 since the inception of the project

Global Portfolio Manager, Mining Division

July 2012 to Sept 2015
Asset Management, Portfolio Reporting, Global Collections, Foreign Tax Credits Nashville, TN
Managed a $2.77B portfolio of mining assets across the globe. Responsible for the development of the
modification and refinance processes on a global platform.
Implemented pricing and asset management processes for the global mining portfolio which both
increased revenues and prevented losses due to identified asset management weaknesses.
Implemented reporting levels to manage the on lease and off lease assets improving off lease turn
times by fifty-four percent. Prevented a $6M loss due to improved off lease management processes.
Reduced non-accrual assets by ninety-five percent in under seven months through reporting, asset
management and processes to address and correct a multimillion dollar issue.
Developed management reports to address collection activities and reporting to reduce past due
collection numbers by forty-three percent (43%) from historical highs.

National Customer Solutions Manager

Modification, Refinance and Pricing Solutions Nashville, TN

June2009 to July 2012

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

National Documentation Manager

Funding, UCC and Document Imaging Processes Nashville, TN

July 2008 to June 2009

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.

Securitization Funding Manager

July 2006 to July 2008
Bank Relations, Asset Backed Securitization, SEC, Duration Modeling Nashville, TN
Managed a $1.88B Asset-Backed Securitization portfolio while improving the program cost structure through
implementation of a layered hedge strategy using forward starting swaps to save in excess of $520,000
Managed a $750M Asset-Backed Conduit program as an alternative funding strategy while mitigating
costs in excess of $700K per year through improved receivables definitions and program pricing.
Held responsibility for the IPS-Sendero modeling software for asset duration, match funding and net
interest income impacts of mismatched debt on a global basis while improving the models accuracy
by eleven percent (11,0%) after matching the IPS system debt definitions to CFSC accounting
Built a SEC self-registration tracking system to prevent issuing debt in access of SEC registered selflimits.
Rating agency management as debt structures are issued to obtain optimal pricing in the debt capital
markets which improved the all-in coupon on the 2008A transaction by seventeen percent (17%)
versus the 2007A transaction.
Bank relationship liaison

National Sales Support Manager

Oct 2005 to July 2006
Pricing, Factory Programs, Financial Merchandising, Income Recognition Nashville, TN
Managed a $4.27B market through finance programs to produce end-user purchases of Caterpillar Equipment.
Managing Director of the $110M subsidy claims program between Cat Inc and Caterpillar Financial. Managed an
eleven-person (11) staff of pricing analysts who advised Cat dealers on commercial lending structures. Coached
staff on pricing, credit and financial statement analysis, UCC lending laws and inter-company transfer costs to
improve departmental expertise.
Improved departmental employee satisfaction results by thirty-seven percent (37%) in six months.
Member of five 6 Sigma teams producing over $15M in savings due to efficiency recommendations.
Created an innovative pricing solution to prevent loss of income recognition for the parent on
operating leases to dealers.

Senior Sales Manager

Sales to End Users, Marketing, Dealer Sales, Factory Relations Dallas, TX

Nov 1999 to Oct 2005

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.

Southern Methodist University, Cox School of Business Dallas, TX
Master of Business Administration
McMurry University Abilene, TX
Bachelor of Science - Chemistry/Biology


Tennessee Center for Performance Excellence Examiner

Brookfield Home Owners Association, Treasurer
Monroe Harding - Board Member Finance Committee
Cat Young Professionals - Mentor