Job Description
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.
· Other duties as assigned.
MANAGEMENT AND SUPERVISORY RESPONSIBILITY
· Typically reports to Management Direct Supervisor job title(s) Typically include: Area Manager
· Job is not directly responsible for managing other employees (e.g. hiring/termination and/pay decisions, performance management. Job title example(s) of employees directly supervised: n/a
JOB QUALIFICATIONS / SKILLS REQUIREMENTS
· Basic math skills.
· 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
EDUCATION AND EXPERIENCE REQUIREMENTS
· High school diploma or equivalent required.
· Minimum 1-2 year of experience in data entry, order processing or related office experience.
· Customer service experience preferred.
Must be able to read, write and interpret English
