Funding Specialist

•  Process Incoming Sales Orders from Creation to Completion Including:
  
  
  
  
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    • Prepare, process and update checklist for all new orders
    
    
    • Verify all required paperwork is received and correct
    
    
    • Create Purchase orders for new equipment
    
    
    • Prepare and distribute internal/external documents
    
    
    • Work with leasing companies to complete funding process
    
    
    • Create all approved contracts
    
    
    
    
  
  
  
  

• Additions, Updates and Corrections – E-Automate Database
  
  
  
  
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    • Work directly with Sales Team, Admin Team and Service Team to maintain an updated database that includes:
    
    
    
    
  
  
  
  

        Customer, Equipment, Leasing, Contract, Inventory and any and all miscellaneous information located in the E-Automate database.

• Generate Buyout Information for Sales department

• Reporting - provide the following for the Vice President of Sales:
  
  
  
  
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    • Track expiring contracts for Account Reviews
    
    
    
    
  
  
  
  

• Reporting - provide the following for the COO:
  
  
  
  
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    • Month end, quarterly and year end close out
    
    
    
    
  
  
  
  

• Computer Experience
  
  
  
  
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    • Microsoft Office
    
    
    
    
  
  
  
  

• Position requirements:
  
  
  
  
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    • Attention to detail
    
    
    • Able to function in fast paced and high volume environment
    
    
    • Work under stressful conditions
    
    
    • Ability to meet consistent deadlines
    
    
    • Exceptional customer service both internally and externally