JOB SUMMARY |
The Administrative Transaction Specialist is responsible for processing each transaction from submission to final completion for their assigned area, maintaining standard operating procedures and fostering a positive working environment. This role requires product knowledge, cost management, and teamwork. Since this position has a direct impact on the company’s monthly billing, all of the following Duties and Responsibilities are time critical. |
ESSENTIAL DUTIES AND RESPONSIBILITIES |
- Responsible for all aspects of processing Sales Orders to include complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns and commission sheets
- Ensure all calculations are accurate based on MSRP and current approvals and submit for funding
- Maintain accurate and up to date information in E-Automate when equipment leaves DEX and is delivered
- Enter manual sales orders with pricing into E-Automate and Sales Force within 24 hours of transaction submission
- Responsible for all aspects of leasing to include, but not limited to lease approvals, creating lease invoices, lease buyouts/update
- Provide Hold Harmless agreements to Sales Reps as needed
- Process all transaction check requests after deal is funded with accurate and completion documentation and updated commission sheet
- Follow up on funding and payment for all cash deals
- Provide reports, invoices and other documentation needed for Sales/Service
- Provide support to other Administrative Transaction Specialists as needed
- Adheres to all safety precautions and follow all safety requirements to properly complete job tasks
- Performs other job-related duties as assigned
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MANAGEMENT AND SUPERVISORY RESPONSIBILITY |
- Typically reports to: Area Administrative Manager
- Job is not directly responsible for managing other employees (e.g. hiring/termination and/pay decisions, performance management)
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JOB QUALIFICATIONS / SKILLS REQUIREMENTS |
- Basic math skills, including ability to total calculate cost formula
- Ability to communicate clearly and effectively with all levels of employees within the organization, customers and vendors, both written and verbal
- Attention to detail, data entry accuracy, ability to multi task and excellent organizational skills.
- Able to work independently with minimal supervisor and as a productive team member.
- Experience with E-Automate a plus
- Ability to use Microsoft Office Suite including Outlook, Word and Excel
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EDUCATION AND EXPERIENCE REQUIREMENTS |
- High school diploma or equivalent preferred
- Minimum 1-2 year of experience in data entry, order processing or related office experience
- Customer service experience preferred
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WORKING CONDITIONS |
- Regular business hours. Some additional hours may be required during peak periods
- Travel requirements: 0%
- Climate controlled office environment during normal business hours
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PHYSICAL REQUIREMENTS |
Sitting | Up to 8 hour(s) a day | Lifting | Up to 0 hour(s) a day |
Walking | Up to 1 hour(s) a day | Pushing/ Pulling | Up to 0 hour(s) a day |
Standing | Up to 1 hour(s) a day | Climbing | Up to 0 hour(s) a day |
Bending/ Squatting/Stooping | Up to 0 hour(s) a day | Stairs | Up to 0 hour(s) a day |
Reaching | Up to 0 hour(s) a day | Ladder | Up to 0 hour(s) a day |
Balancing | Up to 0 hour(s) a day | Step stool | Up to 0 hour(s) a day |
Twisting | Up to 0 hour(s) a day | Excessive heat exposure | Up to 0 hour(s) a day |
Crawling | Up to 0 hour(s) a day | Excessive cold exposure | Up to 0 hour(s) a day |
Hands in water | Up to 0 hour(s) a day | Dust exposure | Up to 0 hour(s) a day |
Kneeling | Up to 0 hour(s) a day | Loud noise exposure | Up to 0 hour(s) a day |
Data Entry/Typing | Up to 0 hour(s) a day | Humidity exposure | Up to 0 hour(s) a day |
Unusual hearting or vison demands: None Specified |
^Other physical demands or notes: Employees should not attempt to lift pull or push a load excess of 50lbs without assistance. Care should always be taken when lifting, punching, or pulling in an awkward position. |
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