Transaction Coordinator - Structured Finance

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live.

Together, we are building a better world, so we can all enjoy living in it.

About Cat Financial Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat dealers for machines, engines, Solar gas turbines, genuine Cat parts and services.

Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit  to learn more about Cat Financial.

The Role:

In this role you will exercise decision-making authority to prepare, review, book, and fund financial transactions while ensuring compliance, accuracy, and operational excellence. You will serve as a key contributor within the financial operations team by reviewing transaction documentation, coordinating funding activities, maintaining data integrity, and supporting internal and external stakeholders.

What You Will Do:

Financial Transaction Processing Prepare, review, validate, and fund financial transactions.

Ensure transactions are accurately documented and correctly entered into systems of record.

Verify transaction completeness and compliance before funding authorization.

Maintain transaction integrity throughout the funding lifecycle.

Documentation & Compliance Collect, review, and validate corporate documents, signing authority documentation, and supporting records.

Ensure legal enforce ability of financial transactions.

Identify missing or inaccurate documentation and coordinate resolution efforts.

Support internal audit and compliance requirements as needed.

Funding Operations Coordinate workflow activities associated with transaction funding processes.

Collaborate with operations, legal, credit, sales, and dealer partners to facilitate funding execution.

Monitor transaction pipelines and proactively address process bottlenecks.

Reporting & Analytics Generate recurring and ad hoc transaction, funding, and portfolio reports.

Analyze transaction data for accuracy and completeness.

Maintain reporting metrics and operational tracking tools.

Provide information to dealers, vendors, and internal stakeholders.

Stakeholder Support Build strong relationships with dealers, vendors, customers, and internal business partners.

Respond to questions regarding funding status, documentation requirements, and transaction processing.

Deliver high-quality customer service while maintaining operational controls.

What You Will Bring:

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.

An equivalent combination of education and relevant professional experience will be considered.
2+ years of experience in financial services, banking operations, equipment finance, commercial finance, loan documentation, funding operations, transaction processing, contract administration, or related business operations environments.

Experience utilizing financial systems, reporting tools, and enterprise platforms such as Salesforce, Oracle, Capital Stream, or similar CRM and financial management systems.

Strong customer focus with…