Accounting Specialist- Sales Processor

Van-Wall-Equipment,-Inc.; Urbandale (IA); On-site; USD 38,000 - 44,000; Full time

Job summary

Van-Wall Equipment, Inc. is seeking a detail-oriented Sales Transaction Specialist to process equipment sales, invoicing, delivery receipts, and payments to manufacturers, ensuring accuracy and timely processing.

You will assist in applying eligible programs/discounts, load financing and floor plan data, and represent the dealership as the main contact for manufacturers.

This role requires strong Excel skills, data-entry precision, and familiarity with dealer systems; associates degree preferred.

Qualifications

• Verifies completeness and accuracy of equipment sales information.
• 2nd item
• 3rd item

Responsibilities

• Verifies the completeness and accuracy of equipment sales information such as customer information, equipment quantity, amounts, and payoff information needed for settlements
• Processes equipment delivery receipts and warranty registrations
• Loads and/or verifies financing and used equipment floor plan and payoff information is added on the settlement with manufacturers
• Process sales and payments after examining for completeness and accuracy
• Ensures all eligible programs/discounts are applied to the sale
• Loads equipment rentals (including rental returns) into the dealer business system
• Ensures all additional customer purchases are activated (i.e. warranty and technology options)
• Records retail financing notes, bonuses, rentals and other purchase information into the dealer business system
• Invoices equipment sales and rentals in the business system to customer accounts as needed
• Assists equipment manufacturers with inventory audit
• Represents the dealership as the point of contact for manufacturers on inquiries and requests

Skills

Data entry

Sales processing

Attention to detail

Accounting fundamentals

Microsoft Excel

Dealer business system

Desktop applications

Education

Associate degree preferred

Tools

Dealer business system

Microsoft Excel

Job description

Job Summary

Process equipment sales transactions (invoicing, delivery receipts, payments to manufacturers, etc.) timely and accurately, assist in ensuring the dealership is utilizing all available programs/discounts, and ensure customers are properly invoiced.

Essential Duties and Responsibilities

• Verifies the completeness and accuracy of equipment sales information such as customer information, equipment quantity, amounts, and payoff information needed for settlements
• Processes equipment delivery receipts and warranty registrations
• Loads and/or verifies financing and used equipment floor plan and payoff information is added on the settlement with manufacturers
• Process sales and payments after examining for completeness and accuracy
• Ensures all eligible programs/discounts are applied to the sale
• Loads equipment rentals (including rental returns) into the dealer business system
• Ensures all additional customer purchases are activated (i.e. warranty and technology options)
• Records retail financing notes, bonuses, rentals and other purchase information into the dealer business system
• Invoices equipment sales and rentals in the business system to customer accounts as needed
• Assists equipment manufacturers with inventory audit
• Represents the dealership as the point of contact for manufacturers on inquiries and requests

Position Qualifications

• 1+ years of experience with data entry
• Previous experience with sales processing preferred
• High level of attention to detail and accuracy
• Understands accounting fundamentals
• Ability to utilize and have proficiency within Microsoft Excel and other desktop applications
• Ability to use the dealers business system and other programs specific to the position
• Associates Degree preferred

Accessibility: If you need an accommodation as part of the employment process please contact Human Resources

Equal Opportunity Employer, including disabled and veterans.

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