Equipment Rental Specialist

Warren CAT•Tulsa, OK

About The Position

The Equipment Rental Specialist provides operational support and facilitates equipment rentals, helping ensure customers have a positive rental experience. The work is performed under limited supervision and may be occasionally complex, requiring initiative, resilience, attention to detail, urgency, teamwork, enthusiasm for customer service, and efficient problem-solving. The role involves coordinating rental transactions, equipment pickup and delivery, customer needs, contracts, transportation, inventory, equipment movements, billing, and rental documentation. The employee also instructs customers on safe equipment use and supports compliance with company and safety policies. The role regularly involves sitting and talking or hearing, frequently using hands and reaching, and occasionally standing, walking, climbing or balancing, and stooping, kneeling, crouching, or crawling. Occasional exposure to moving mechanical parts, high or precarious places, fumes or airborne particles, and outdoor weather conditions may occur. The work environment is usually quiet. Required travel is up to 10%. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

High school diploma or GED; or one to three years of experience in the transportation industry and/or training; or an equivalent combination of education and experience.
Excellent verbal and written communication skills.
Excellent problem-solving, customer service, and collaboration skills.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to solve practical problems and handle varied situations where only limited standardization exists.
Basic PC skills and working knowledge of spreadsheet, database, and web-based computer platforms.
Ability to multitask and perform well in a fast-paced work environment.

Responsibilities

Complete rental transactions and coordinate pickup and delivery of rental units.
Collect and accurately enter all required rental information.
Consult with customers about rental rates, develop contracts, and arrange transportation based on their needs, by walk-in or phone.
Recommend products and services to existing and potential customers.
Prepare and assist with rental quotes.
Collaborate with rental coordinators, inside and outside rental sales staff, transportation, credit, Yard Specialists, and service teams to ensure paperwork and contracts are complete and accurate.
Create, edit, invoice, and close rental agreements using WCAT rental software.
Compare computer and physical inventory counts and resolve discrepancies.
Find creative solutions when necessary.
Obtain credit purchase order requirements from the internal credit department as needed.
Collect and maintain cash (COD) and CAT Commercial accounts throughout the rental period.
Transfer and track equipment between stores as needed.
Follow check-in and check-out procedures for units entering or exiting the equipment yard.
Accurately document lost rentals reported by customers and sales representatives.
Make cold calls to potential rental customers.
Invoice rental fuel, maintenance, damage, and transportation costs as needed.
Instruct customers on the safe and proper use of equipment.
Maintain a positive approach to customer service and satisfaction.
Respond promptly to incoming calls and return voice messages.
Follow company policies, safety policies, and work processes and ensure compliance.