Financial Transaction Specialist

Administrative Transaction Specialist

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 include:

• 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.