Transaction Coordinator I (Bilingual - Spanish / English)
About the position
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. 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.
Responsibilities
?? Collecting and checking documents, such as corporate documents and signing authority documentation, to ensure legal enforceability.
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?? Ensuring transactions are correctly documented and booked correctly into the system of record.
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?? Supporting and coordinating workflow for the funding processes.
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?? Generating regular and ad-hoc reports of the fund administration and distributing to dealers and vendors.
Requirements
?? Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
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?? Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
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?? Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
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?? Being proactive and committing to action on self-identified job responsibilities and challenges; ability to seek out work and the drive to accomplish goals.
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?? Knowledge of the current situation or issue at hand; ability to take full personal responsibility or ownership for assignments, activities, decisions and results.
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?? Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
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?? Knowledge of the concepts, types and applications of financial instruments; ability to perform analyses, management and other related tasks associated with financial service business.
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?? Knowledge of approaches, tools, techniques, and applications associated with order processing; ability to process financial products with high levels of accuracy.
Nice-to-haves
?? Fluency in Bilingual - Spanish / English
Benefits
?? Annual incentive bonus plan
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?? Medical, dental, and vision coverage
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?? Paid time off plan (Vacation, Holiday, Volunteer, Etc.)
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?? 401k savings plan
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?? Health savings account (HSA)
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?? Flexible spending accounts (FSAs)
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?? Disability benefits
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?? Life Insurance
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?? Parental leave
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?? Healthy Lifestyle Programs
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?? Employee Assistance Programs
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?? Voluntary Benefits and Employee Discounts
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?? Tuition Reimbursement
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?? Career Development
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