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.

Requirements

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.