Associate Transaction Coordinator

Caterpillar; Burlington; On-site; CAD 50,000 - 70,000; Full time

Job summary

Caterpillar is seeking a Financial Assistant to support financial transactions and ensure documentation accuracy. The role involves collecting corporate documents, coordinating funding processes, and generating reports. Ideal candidates will have a degree or equivalent experience and strong attention to detail. Join a global team committed to building a better world.

Qualifications

• Degree or equivalent experience desired.
• Ability to complete tasks with high levels of precision.
• Knowledge of approaches and techniques associated with order processing.

Responsibilities

• Collecting and checking documents for legal enforceability.
• Ensuring transactions are correctly documented and booked.
• Generating reports of fund administration.

Skills

Accuracy and Attention to Detail

Order Processing - Financial Products

Financial Instruments

Initiative

Relationship Building

Education

Degree or equivalent experience

Job description

Career Area:

Finance

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you'rejoining 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'tjust 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.

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

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 cat.com to learn more about Cat Financial.

Role Definition
Assist in the processes to prepare, review, book, and fund financial transactions.

Responsibilities

• Collecting and checking documents, such as corporate documents and signing authority documentation, to ensure legal enforceability.

• Ensuring transactions are correctly documented and booked correctly into the system of record.

• Supporting and coordinating workflow for the funding processes.

• Generating regular and ad-hoc reports of the fund administration and distributing to dealers and vendors.

Degree Requirement
Degree or equivalent experience desired

Skill Descriptors

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Working Knowledge:

• Accurately gauges the impact and cost of errors, omissions, and oversights.

• Utilizes specific approaches and tools for checking and cross-checking outputs.

• Processes limited amounts of detailed information with good accuracy.

• Learns from mistakes and applies lessons learned.

• Develops and uses checklists to ensure that information goes out error-free.

Order Processing - Financial Products: Knowledge of approaches, tools, techniques, and applications associated with order processing; ability to process financial products with high levels of accuracy.
Level Working Knowledge:

• Completes major tasks involved in the processing of financial product orders.

• Utilizes equipment and core applications to complete financial product orders.

• Processes limited amounts of detailed financial product orders with a high level of accuracy.

• Applies checklists to ensure that financial product orders are fulfilled without errors.

• Aligns the development and implementation of order processing with the bank's objectives.

Financial Instruments: Knowledge of the concepts, types and applications of financial instruments; ability to perform analyses, management and other related tasks associated with financial service business.
Level Basic Understanding:

• Names and categorizes different types of financial instruments.

• Describes the key features of debt, equity and derivative instruments.

• Differentiates financial assets and financial instruments.

• Lists major laws and regulations related to financial instruments.

Initiative: Being proactive and committing to action on self-identified job responsibilities and challenges; ability to seek out work and the drive to accomplish goals.
Level Basic Understanding:

• Describes opportunities for taking initiative in the organization.

• Cites examples of taking initiative in own personal or professional life.

• Identifies types of environments that motivate or de-motivate initiative.

• Explains how initiative is critical to success.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
Level Basic Understanding:

• Identifies others' perspectives.

• Demonstrates courtesy and business etiquette.

• Applies the concept of social capital to develop mutually beneficial relationships over time.

• Seeks help to resolve interpersonal issues that require mediation.

Additional Information

• Application portal closes Thursday June 5 2025 11:59pm EST

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. #LI

Posting Dates:

Caterpillar is an Equal Opportunity Employer.

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