Invoicing/Settlement Clerk in Ardmore, OK at United Ag and Turf: South

Date Posted: 11/14/2022

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Ardmore, OK
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/14/2022

Job Description

United Ag & Turf is a John Deere Dealership with multiple locations across Texas, Oklahoma, and Arkansas. United Ag & Turf serves customers in a variety of industries such as commercial, construction, agricultural, as well as, consumers. United Ag & Turf strives for exceptional customer experience throughout all our locations and departments including parts,sales,service, and transportation.

Purpose:

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

Responsibilities:

  • Verifies the completeness and accuracy of sales information such as customer information, equipment quantity, amounts, and payoff information needed for settlements
  • Processes delivery receipts and warranty registrations
  • Loads and/or verifies retail note and used equipment floor plan and payoff information is added on the settlement
  • Ensures all eligible programs/discounts are applied to the sale
  • Ensures all additional customer purchases are activated (i.e. PowerGard, JD Link, etc.)
  • Records retail 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
  • Reconciles applicable accounts in the general ledger
  • Represents the dealership as the point of contact for John Deere Financial on settlements inquiries and requests
  • File UCC searches on trade-ins after the deals are invoiced
  • Create/Update customer accounts
  • Track Shortages
  • Reverse invoices, when needed
  • Close phone communications with sales team

Benefits include:

  • Competitive Salary
  • 401K Match
  • Health Benefits
  • Paid Holidays and Paid Time Off



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