Field Admin Order Processer

DOCUmation; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

DOCUmation is seeking a Field Admin Order Processor in San Antonio, Texas. This position is responsible for accurate and timely processing of customer deals across all divisions. The ideal candidate will possess excellent communication and organizational skills, along with a minimum of 5 years of industry experience. Proficiency in Microsoft Office, particularly Excel, and familiarity with E-Auto are preferred. This role involves working closely with branch coordinators, sales representatives, and finance partners.

Qualifications

• Minimum requirement is a High School Diploma or GED.
• 5+ years of industry experience preferred.

Responsibilities

• Efficiently process customer deals across divisions.
• Communicate effectively with branch coordinators and finance partners.
• Create and manage Excel spreadsheets including pivot tables.
• Meet closing deadlines and process orders in E-Automate.

Skills

Analysis (problem identification)

Attention to Detail

Customer service orientation

Ability to work in a team environment

Work standards (concern for quality)

Technical knowledge/skills

Troubleshooting 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 Excel

E-Auto

Job description

Job Details

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

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

• Excel spread sheeting
• Creating new workbook
• Pivot tables
• Charting
• Keeping up with your email, responding according and calendaring
• Communicating with branch coordinators, sales reps and finance partners
• Processing deals with the finance partners
• Meet closing deadlines
• 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
• Customer service orientation
• Ability to work in a team environment
• Work standards (concern for quality)
• Technical knowledge/skills
• Troubleshooting 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.