Associate Transaction Coordinator - Burlington, Canada - Caterpillar

Caterpillar

Verified Company

Burlington, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Career Area:

Finance

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.

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

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 adhoc 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 crosschecking 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 errorfree.
Level Working Knowledge: _
Delivers helpful feedback that focuses on behaviors without offending the recipient.
Listens to feedback without defensiveness and uses it for own communication effectiveness.
Makes oral presentations and writes reports needed for own work.
Avoids technical jargon when inappropriate.
Looks for and considers nonverbal cues from individuals and groups.

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 demotivate 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.
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.

Order Processing:

Level Working Knowledge: _
Completes major tasks involved in the processing of 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.

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.

Posting Dates:

May 16, May 26, 2024
Caterpillar is an Equal Opportunity Employer (EEO).

Not ready to apply? Join our Talent Community.