Overview
Leasing Administrator Jobs in Winston-Salem, North Carolina, USA at Kelly Office Solutions
Prepares and maintains all functions of the Monthly Equipment Lease Billing. Coordinates with Set-up and Delivery to submit lease documents to appropriate partners for funding. Maintains positive professional relationships with other Admin personnel, co-workers from different departments, and external customers.
ESSENTIAL Daily/Weekly/Monthly Tasks:
Input data into a sales order into E-Auto for initial equipment staging.
Maintain daily equipment billing log of all new orders & the status of the equipment until the deal is funded.
Stay in contact with the Warehouse Coordinator on the status of the equipment serial numbers, set up & delivery status.
Review paperwork sent by Sales Administrator to make sure paperwork is in order. Follow up with the sales rep on anything missing from the sales packet.
Invoice the equipment upon receipt of all serial numbers on the equipment delivery form.
Prepare the funding sheet to be sent with the lease docs to the leasing company.
Follow up with leasing partner on any deals not funded within 24 hours for status of funding. Resolve any issues & if needed, follow up with the sales rep on any items requested from the leasing company to assist.
After funding, update the billing log, make file folder & scan the completed docs into Share Scan. Give completed file to contract billing to set up the contract.
Update equipment record with status of returned or traded up equipment.
Coordinate with the Service Manager on any equipment service swaps or loaners. Get correct docs to the sales rep to have amendment signed & updated with the leasing company.
Assist customers and Sales Reps. with questions and problems regarding leases & proof of insurance requirements.
Work directly with the customer, sales reps, & A/R to help resolve equipment billing issues the customer may have.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Management
Industries
Retail Office Equipment
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Title: Leasing Administrator
Company: Kelly Office Solutions
Location: Winston-Salem, North Carolina, USA
Category: Sales (Sales Administrator, Business Administration, Office Administrator/ Coordinator), Administrative/Clerical (Sales Administrator, Business Administration, Office Administrator/ Coordinator)
