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Processing Admin

Highland HillsOn-site

AI Summary

Processes newly executed sales contracts by reviewing accuracy, entering data into Salesforce, and coordinating with sales reps, managers, and customers to ensure timely approval and payment processing.

About this role

One Goal, One Passion - Growth is Everything at Window Nation

Recruiting the best talent is one of Window Nation's main goals. With growth always being our number one priority, we're committed to finding and keeping the best employees possible. We want you to be your authentic self, we want you to love what you do, we want you to grow with us. Grow professionally and grow personally. We know that we all grow together at Window Nation, and we are proud of that. One Goal, One Passion - Growth is Everything at Window Nation.

The Processing Admin reports to the Sr. Manager of Administration based out of our central operations office in Highland Hills, OH. The Processing Admin is responsible for the accurate and timely processing of newly executed sales contracts. This position requires strong time management skills, accurate data entry skills, and the ability to nurture effective relationships with both internal and external customers. The role will be within a fast-paced, team-oriented environment.

Core Role Responsibilities

  • Reviews sales contracts for accuracy and inputs data into Salesforce with high accuracy
  • Works directly with Sales Reps, Sales Managers, and customers on contract addenda and other required paperwork items to ensure we have all the needed information to approve a sale
  • Manages market specific email inbox and responds in a timely manner
  • Validate, enter financing information into Sales Force and request modifications based on sale changes
  • Enters customer payments and completes daily payment log verifications for all payment methods
  • Proactively monitors various reports and actions upon when needed until resolution
  • Processes change orders, proactively tracks progress along pipeline and contacts Sales and customers until completed
  • Collaborates with Accounting Department during month end processes
  • Performs other duties as assigned
  • Basic Qualifications

  • High School Diploma or GED
  • 2+ year of similar administrative support experience
  • Preferred Qualifications

  • Proficiency in Microsoft Office Suite
  • CRM (Customer Record Management) experience a plus
  • Customer-centric mindset
  • Demonstrated success in deadline-driven and high-pressure environment
  • Home Improvement/Construction industry experience is a plus
  • Skills

    Contract ReviewCRMData EntryEmail ManagementMicrosoft OfficePayment ProcessingReport MonitoringSalesforce

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