Structured Finance Funding Specialist

Caterpillar Inc; Nashville (TN); On-site; USD 95,000 - 152,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plans

Health Savings Account

Flexible Spending Accounts

Career Development

Incentive bonus

Tuition Reimbursement

Parental leave

Adoption benefits

Job summary

Caterpillar Inc. in Nashville seeks a finance professional to prepare, review, and fund financial transactions, ensuring compliance and data integrity across the funding lifecycle.

You will work with operations, legal, credit, sales, and dealer partners to facilitate funding, monitor pipelines, and provide standard and ad hoc reports. A bachelor’s degree and 2+ years in financial services are required; onsite five days a week.

Qualifications

• 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 environments.
• Experience utilizing financial systems, reporting tools, and enterprise platforms such as Salesforce, Oracle, CapitalStream, or similar CRM and financial management systems.
• Strong customer focus with a demonstrated ability to deliver exceptional service and build trusted relationships with customers, dealers, vendors, and internal business partners.
• Proven ability to apply a customer-backed, solutions-oriented approach to problem resolution while balancing business objectives, operational requirements, and customer needs.
• Working knowledge of lending, leasing, credit, or commercial finance environments preferred.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy and attention to detail.

Responsibilities

• 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.
• Collect, review, and validate corporate documents, signing authority documentation, and supporting records.
• Ensure legal enforceability of financial transactions.
• Identify missing or inaccurate documentation and coordinate resolution efforts.
• Support internal audit and compliance requirements as needed.
• 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.
• 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.
• 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.

Skills

Finance knowledge

Accounting

Business Administration

Economics

Customer focus

Communication

Problem solving

Attention to detail

Education

Bachelor's degree

Equivalent experience

Tools

Salesforce

Oracle

CapitalStream

Job description

Caterpillar Inc. in Nashville seeks a finance professional to prepare, review, and fund financial transactions, ensuring compliance and data integrity across the funding lifecycle.

You will work with operations, legal, credit, sales, and dealer partners to facilitate funding, monitor pipelines, and provide standard and ad hoc reports. A bachelor’s degree and 2+ years in financial services are required; onsite five days a week.