Contracts Billing Specialist I

ESSENTIAL FUNCTIONS

• Completion of monthly contract duties; including contract billing for MARC and CVA customers, assist with the following: contract account balancing, miscellaneous invoice creation, reporting, and charting. 
• Input data for creation of extension calculators and other projection spreadsheets.
• Analyze, validate, and input data for contract reports. 
• Creation of memos, letters, quotes and any material intended for communication with contract customers. 
• Assist in other Cat Systems, such as Cat Foresight as redundancy.
• Setup of new contracts in DBS contract tracking, utilization of Caterpillar software-AMT, Dealer Business Systems (DBS), Service Information Systems (SIS) and Service Management System (SIMS).
• Create and or print monthly reports, separate, file and properly distribute mail.
• Assist with gathering information for auditors for the auditing of contract accounts.

ADDITIONAL FUNCTIONS

·         Wyoming Machinery Company projects, which require additional support including but not limited to DBS functions, quotes, contracts, component forecasts, presentations, annual audit, and other projects as required.

·         Know the proper format for company correspondence and assist clients to achieve this level of quality output. Good working knowledge of Caterpillar models and terms.

·         Work closely with the Contract Billing Specialist II, Contract/CVA Specialists, Contract Administrator, and CVA Coordinator.

·         Develop strong working relationships with Customer sites, WMC Site Performance Manager & Service Planners,  the Component Rebuild Center, Contract Operations, Parts, and Service Departments. 

·         Assist in any additional special projects required by Business Solutions group.

QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY

• High School graduate or equivalent
• Position requires data analysis work experience problem solving, and Service department related work experience. 
• Good customer service and phone skills. 
• Capacity to run Caterpillar software programs. 
• Ability to give presentations to internal dealer management and personnel. 
• Familiarity with Access, Excel, Windows, DOS, Cognos, DBS, and other personal computer software programs.

PHYSICAL/ENVIRONMENTAL REQUIREMENTS

·         Use of computers, computer software, copier, FAX machine, binding system and telephone with paging system.

·         Sit 6-8 hours per day.

·         Use hands for fine manipulation.

·         Walk and or stand for 0-2 hours per day.