Administrative Transaction Specialist
Administrative Transaction Specialist
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Job Description
Description
DEX JOB DESCRIPTION
Job Title
Administrative Transaction Specialist
Job Grade
Department
Admin
SubDepartment
Transactions
Job Key
Effective Date
June 2024
JOB SUMMARY
The Administrative Transaction Specialist is responsible for processing each transaction from submission to final completion for their assigned area maintaining standard operating procedures and fostering a positive working environment. This role requires product knowledge cost management and teamwork. Since this position has a direct impact on the companys monthly billing all of the following Duties and Responsibilities are time critical.
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 EAutomate when equipment leaves DEX and is delivered
- Enter manual sales orders with pricing into EAutomate 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
- Adheres to all safety precautions and follow all safety requirements to properly complete job tasks
- Performs other jobrelated duties as assigned
MANAGEMENT AND SUPERVISORY RESPONSIBILITY
- Typically reports to: Area Administrative Manager
- Job is not directly responsible for managing other employees (e.g. hiring/termination and/pay decisions performance management)
JOB QUALIFICATIONS / SKILLS REQUIREMENTS
- Basic math skills including ability to total calculate cost formula
- 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 EAutomate a plus
- Ability to use Microsoft Office Suite including Outlook Word and Excel
EDUCATION AND EXPERIENCE REQUIREMENTS
- High school diploma or equivalent preferred
- Minimum 12 year of experience in data entry order processing or related office experience
- Customer service experience preferred
WORKING CONDITIONS
- Regular business hours. Some additional hours may be required during peak periods
- Travel requirements: 0
- Climate controlled office environment during normal business hours
PHYSICAL REQUIREMENTS
Sitting
Up to 8 hour(s) a day
Lifting
Up to 0 hour(s) a day
Walking
Up to 1 hour(s) a day
Pushing/ Pulling
Up to 0 hour(s) a day
Standing
Up to 1 hour(s) a day
Climbing
Up to 0 hour(s) a day
Bending/ Squatting/Stooping
Up to 0 hour(s) a day
Stairs
Up to 0 hour(s) a day
Reaching
Up to 0 hour(s) a day
Ladder
Up to 0 hour(s) a day
Balancing
Up to 0 hour(s) a day
Step stool
Up to 0 hour(s) a day
Twisting
Up to 0 hour(s) a day
Excessive heat exposure
Up to 0 hour(s) a day
Crawling
Up to 0 hour(s) a day
Excessive cold exposure
Up to 0 hour(s) a day
Hands in water
Up to 0 hour(s) a day
Dust exposure
Up to 0 hour(s) a day
Kneeling
Up to 0 hour(s) a day
Loud noise exposure
Up to 0 hour(s) a day
Data Entry/Typing
Up to 0 hour(s) a day
Humidity exposure
Up to 0 hour(s) a day
Unusual hearting or vison demands: None Specified
^Other physical demands or notes: Employees should not attempt to lift pull or push a load excess of 50lbs without assistance. Care should always be taken when lifting punching or pulling in an awkward position.
DISCLAIMER
The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this job. It is not designed o contain or be interpreted as a comprehensive listing of all requirements or responsibilities that may be requires by employees in the job. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations made to enable individual with disabilities to perform essential functions.
This job description does not imply or cannot be considered as a part of an employment contract. DEX Imaging as an Equal Opportunity Employer.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
