Description

Location: Fayetteville, NC

Responsibilities:

• Request & send buyout and trade-up quotes to sales representatives on all leasing programs (i.e. Ricoh, DLL,
• Systel, Sitec and US Bank). Process lease approvals, buyout quotes, and final lease packages.
• Assist with monthly order billing to include purchases and leases
• Enter credit applications on line.
• Forward credit approvals to sales representatives.
• Obtain additional required information for application process (principal information, financial statements, articles of corporation, etc.). If declined, shop deal to outside leasing companies.
• Answer customer or sales representative questions re: billing problems, lease end, renewals, insurance, complaints, collection problems, etc.
• Review orders at end of month and make any necessary changes or obtain any additional information before
  forwarding to leasing companies.
• If service is included in deal, verify rates are correct and then break out service from equipment cost.
• Ensure we receive funding for deals in a timely manner (preferably before the 10th of the month). If problem with
  order, communicate between sales representative and Lease Company until issue is resolved.
• Retrieve and/or forward misapplied service and/or lease payments from/to leasing companies.
• Process Systel and outside companies’ lease payoffs and buyouts.
• Handle lease buyouts/payoffs for customer if sales representative is not upgrading.
• Ricoh/DLL quotes for sales and customer. If Systel is upgrading deal, get letter of intent along with return
  authorization for branches.
• Prepare final documentation package for leasing company which may include:
  • Approval (all terms and conditions must be met)
  • Lease
  • Invoice
• Any applicable billing instructions from customer.
• Handle the US Bank and DLL Systel accounts when notified of lease account past due (if service is included)
  notating on service and sales side of account being past due.
  • Put note on equipment for services and supplies to be held
  • Follow up to see if customer has paid; if so, remove the message of ‘hold’ from unit.
• Responsible for entering the lease information in the lease modular for ALL leases Systel/DLL, Systel/US Bank,
• Sitec/DLL, Sitec US Bank, and all down the street leases (ex. Marlin, GE, Great America)
• Return authorization for the true DLL/Ricoh lease, when needed and any Systel/SiTec returns
  • Once deal is booked/or unit picked up, make sure Systel Branch(s) get the ‘RA’ for the return.
  • Handling with service contract final meter billing on service contract of unit going back.
• Take customer phone calls regarding customer issues and work to resolve
• Process equipment moves, address/location change and loaners on lease side and E-Automate
• Assist in DocRecord lease indexing and assisting branches with orders
• Maintain a positive attitude & encouraging demeanor with all employees in the department & company.
• Available to work extra hours at the end of the month sales cut-off date (Vacation & Personal time needs to be
  planned around the end of month sales cut-off date.)
• Assist in special projects as assigned by management.

Requirements:

• Must have the ability to communicate orally with vendors, customers, and leasing companies.
• Must have basic mathematical skills. Must be able to set and meet deadlines, handle multiple tasks efficiently and complete duties independently.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
  functions.