Equipment Rental Specialist
About the role
The Equipment Rental Specialist provides operational support and plays an instrumental role in facilitating equipment rentals. The position works under limited supervision, often handling complex tasks that require initiative, resilience, attention to detail, a sense of urgency, teamwork, enthusiasm for customer service, and dedication to finding efficient solutions.
Responsibilities
- Complete rental transactions and coordinate pickup/delivery of rental units.
- Collect and accurately enter all required information related to rentals.
- Consult with customers to determine equipment rental rates, develop contracts, and arrange transportation on a walk‑in or call‑in basis.
- Recommend products and services to existing and potential customers.
- Prepare and assist with rental quotes.
- Collaborate with rental coordinators, sales staff, transportation, credit, Yard Specialists, and service teams to ensure all paperwork and contractual agreements are complete and accurate.
- Create, edit, invoice, and close rental agreements using WCAT rental software.
- Compare computer and physical inventory counts and resolve discrepancies as needed.
- Develop “out‑of‑the‑box” solutions when necessary.
- Obtain credit PO requirements from the internal credit department on a daily basis.
- Ensure cash (COD) and CAT Commercial accounts are collected and maintained throughout the rental period.
- Transfer and track equipment between stores as needed.
- Follow check‑in/check‑out procedures for all units entering or exiting the equipment yard.
- Accurately document lost rentals from customers and sales representatives.
- Perform cold calls to potential rental customers.
- Invoice rental fuel, maintenance, damage, and transportation costs as needed.
- Instruct customers on safe and proper use of equipment.
- Maintain a positive approach to customer service and satisfaction.
- Provide prompt responses to incoming calls and return voice messages.
- Ensure compliance with company policies, safety policies, and work processes.
Requirements
- High school diploma or GED; or one to three years of experience in the transportation industry and/or training; or an equivalent combination of education and experience.
- Excellent verbal and written communication skills.
- Excellent problem‑solving, customer service, and collaboration skills.
- Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from managers, clients, customers, and the public.
- Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages.
- Ability to solve practical problems and handle a variety of variables where limited standardization exists.
- Basic PC skills with working knowledge of spreadsheets, databases, and web‑based platforms.
- Ability to multi‑task and excel in a fast‑paced work environment.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Additional comprehensive benefits package
Physical Demands and Work Environment
The role regularly requires sitting, talking, and hearing. Frequent hand use for handling and reaching is required, with occasional standing, walking, climbing, balancing, stooping, kneeling, crouching, or crawling. Vision requirements include close, distance, color, peripheral, depth perception, and focus adjustment. Occasional exposure to moving mechanical parts, high places, fumes, airborne particles, and outdoor weather conditions is expected. The work environment is usually quiet. Travel up to 10% may be required. Reasonable accommodations are available for individuals with disabilities.