Field Admin Order Processer

Documation, Inc.; San Antonio (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

Documation, Inc. in San Antonio, TX, seeks a Field Admin Order Processor responsible for processing customer deals efficiently. The role entails effective communication with branch coordinators and finance partners, along with monthly reporting. Candidates should have at least a High School Diploma or GED with 5+ years of industry experience and proficiency in Microsoft Office. The position is full-time and requires attention to detail, great communication skills, and the ability to work within a team. Benefits include a supportive work environment and potential career growth.

Qualifications

• Minimum qualifications include a High School Diploma or GED.
• 5+ years of industry experience preferred.
• Ability to communicate effectively and work efficiently.

Responsibilities

• Process customer deals across all branch divisions.
• Create new workbooks and manage monthly reports.
• Communicate with branch coordinators and finance partners.
• Process orders in E-Automate and Agent Dealer.

Skills

Analysis (problem identification)

Attention to Detail

Ability to work in a team environment

Technical knowledge/skills

Great communication skills both verbal and written

Proficient in Microsoft Office (Word, Excel)

Experience using E-Auto preferred

Education

High School Diploma or GED

Industry experience 5+ years

Tools

Microsoft Office

E-Auto

Job description

Location: 4560 Lockhill Selma, Ste 100, San Antonio, TX 78249, USA

Position: Field Admin Order Processor
Department: Direct Admin
Reports To: Order Processing Manager
Salary grade: DOE
FLSA Status: Full Time / Non-Exempt / Hourly

Company Overview
DOCUmation is a family-owned technology solutions company that provides IT, print, and software-managed services to businesses and other organizations through Texas. Headquartered in San Antonio, TX, our company has been serving customers for more than 30 years.

Description
This role involves efficient and accurate processing of customer deals across all branch divisions, ensuring timely booking and funding. The position requires effective communication with branch coordinators, sales representatives, administrative departments, and finance partners. Monthly reporting and a solid grasp of order processing skills beyond entry level are also key aspects of the role.

Responsibilities

• Creating new workbook
• Charting
• Keeping up with your email, responding according and calendaring
• Communicating with branch coordinators, sales rep’s and finance partners
• Processing deals with the finance partners
• Completing all work assigned to you
• Processing any task that are assigned to you by your supervisor or manager.
• Working monthly reports
• Processing orders in E-Automate and Agent Dealer

Experience & Skills

• Analysis (problem identification)
• Attention to Detail
• Ability to work in a team environment.
• Technical knowledge/skills
• Great communication skills both verbal and written.
• Proficient in Microsoft Office (Word, Excel)
• Experience using E-Auto preferred.

Education and Certification

• Minimum: High School Diploma or GED
• Industry experience 5+ years

Physical Requirements

• Ability to sit for extended periods of time.
• Ability to occasionally stand, stoop, bend, and kneel.
• Manual dexterity to use hands and fingers to handle, control computer and telephone keyboard.
• Visual acuity to read printed and electronic documents.
• Ability to regularly speak clearly so listeners can understand.
• Ability to understand the speech of others.
• Occasionally lift 10-30 pounds

Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice to meet the needs of the organization.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.