Service Clerk

Altorfer CAT•Cedar Rapids, IA

9d•Onsite

About The Position

This position works in an office environment. The Service Clerk will be responsible for reviewing expense books, credit card receipts, training expenses, benefit expenses, and accident forms. They will also assist field supervisors with job schedules, job openings, proper tax codes, repair progress, job review, work order notes, service report review, and invoicing. Additionally, the role involves assisting with work-in-progress review, credit returns, Reman cores, and expense issues related to daily activity in the Service Office. The Service Clerk will obtain backup material for warranty and policy reference, as well as flat rates, standard jobs, and CSA pricing and scheduling. This role also performs back-up duties for service department phones, payroll review and entry, work order entry, and service office organization and appearance. Other duties may be assigned.

Requirements

Minimum of 2 years of experience as an executive assistant or previous accounting/payroll experience required.
Ability to read/ interpret documents such as service literature and procedure manuals.
Knowledge of how to write and complete routine reports and correspondence forms.
Must be able to handle general math to calculate figures and amounts, basic statistical reports and knowledge of how to draw and interpret bar graphs.
Computer literate and proficient with programs such as Microsoft Word, Excel, Access and Outlook are required.
Ability to handle and problem solve service issues that might occur in a professional manner.
Excellent communication skills (verbal and written) and customer service skills are needed.
Must be team oriented and willing to adapt to change.
Willingness to work overtime as needed.
High School Diploma or equivalent is required.
Must have a valid driver’s license (Motor Vehicle Report will be performed on final candidate).

Responsibilities

Review expense books, credit card receipts, training expenses, benefit expenses, accident forms and follow-up, and complete these forms for service manager approval.
Assist field supervisors with job schedules, job openings, proper tax codes, repair progress, job review, work order notes, service report review, and invoicing.
Assist with work-in-progress review, credit returns, Reman cores, expense issues relating to daily activity in Service Office.
Obtain backup material for warranty and policy reference material, as well as flat rates, standard jobs, and CSA pricing and scheduling.
Perform back-up duties for service department phones, payroll review and entry, work order entry, and service office organization & appearance.
Other duties as assigned.