Description

Position Summary:

Make settlements for equipment and invoices for equipment to the customers.

Duties and Responsibilities:

• Reviews all invoices for appropriate documentation and approval prior to settlements.

• Prints and obtains signatures on contracts.

• Review sales folders for completeness and accuracy.

• Billing for equipment.

• Assists Corporate Financial Officers and branch personnel as necessary.

• Assists in monthly closings.

• Prepares analysis of accounts, as required.

• Performs filing and copying.

• Performs other duties as assigned.

Qualifications

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.

• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully.

• Customer service—the individual manages difficult client/customer situations, responds promptly to customer needs, solicits customer feedback to improve service, responds to requests for service and assistance and meets commitments.

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

• Proficiency in Word and Excel.

• Quality control—the individual demonstrates accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance.

• Quantity—meets productivity standards and completes work in a timely manner.

• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

• Dependability—the individual is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.

• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.