Equipment Rental Specialist
Warren CAT · Odessa, TX · 4 days ago
Information TechnologyFull-time
About the role
Provide operational support and be an instrumental player in facilitating equipment rentals. Work is performed under limited supervision and is occasionally complex, requiring initiative, resilience, attention to detail, a sense of urgency, commitment to teamwork, enthusiasm for customer service, and dedication to finding solutions efficiently.
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 based on customers' needs 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 other rental coordinators, outside/inside rental sales staff, transportation, credit, Yard Specialists, and service 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 any discrepancies.
- Work to find an “out of the box” solution when necessary.
- Obtain credit PO requirements from the internal credit department as needed 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 the safe and proper use of equipment.
- Maintain a positive approach to customer service and satisfaction.
- Provide prompt response to incoming calls and return voice messages.
- Ensure company policies, safety policies, and work processes are followed and in compliance.
Requirements
- High school diploma or general education degree (GED); or one to three years’ experience in the transportation industry and/or training; or 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 general 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 groups of managers, clients, customers, and the general public.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Basic PC skills required; working knowledge of spreadsheet, database, and web-based computer platforms.
- Ability to multi-task and excel in a fast-paced work environment.
Working Conditions
- Regularly required to sit and talk or hear.
- Frequently required to use hands to finger, handle, or feel and reach with hands and arms.
- Occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
- Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
- Occasionally exposed to moving mechanical parts, high or precarious places, fumes or airborne particles, and outside weather conditions.
- Noise level in the work environment is usually quiet.
- Required travel up to 10%.
Benefits
- Comprehensive benefits package including health, dental, vision, and life insurance.