Financial Transaction Specialist

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.

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.
• Able 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.