Invoicing / Settlement Clerk - Ardmore, OK

Location: Ardmore, OK
Type of Employment: Full Time

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

Requirements:

  • Experience with using business system applications preferred
  • Knowledge of agriculture equipment industry preferred
  • Understands accounting fundamentals
  • Ability to use standard desktop applications such as Microsoft Excel and internet functions
  • Ability to use the dealers business system and other programs specific to the position
  • High level of attention to detail and accuracy
  • High School Diploma, GED, or equivalent experience required
  • Associates Degree in an Accounting/Finance discipline preferred

Benefits include:

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

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