Transaction Coordinator - Structured Finance

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

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 cat.com 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 enforceability 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, 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.

Compensation & Benefits:

Summary Pay Range:

$94,728.00 - $151,572.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*
• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
• 401(k) savings plans*
• Health Savings Account (HSA)*
• Flexible Spending Accounts (FSAs)*
• Health Lifestyle Programs*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits
• Tuition Reimbursement

* These benefits also apply to part-time employees

This position requires working onsite five days a week.

Visa Sponsorship is not available for this position.

Posting Dates:

October 8, 2026 - October 15, 2026

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.