Field Admin Order Processer

DOCUmation; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

DOCUmation in San Antonio, TX seeks a Field Admin Order Processor responsible for accurate processing of customer deals across all branch divisions, ensuring timely booking and funding.

You will coordinate with branch coordinators, sales, administrative, and finance partners, while delivering monthly reports and maintaining order processing efficiency. This role requires strong communication and multi-tasking abilities in a team environment.

Qualifications

• High school diploma or GED required.
• 5+ years industry experience in order processing or similar.
• Strong analytical and problem-solving skills.
• Proficiency in MS Office (Word, Excel).
• Experience with E-Automate preferred.

Responsibilities

• Utilize Excel for spreadsheets, pivot tables, and charting.
• Manage email communications, scheduling, and timely follow-up.
• Communicate effectively with branch coordinators, sales, and finance partners.
• Process customer deals with finance partners accurately and efficiently.
• Meet order processing, booking, and closing deadlines.
• Prepare and maintain monthly reports.
• Process orders in E-Automate and Agent Dealer systems.

Skills

Analytical thinking

Attention to detail

Verbal and written communication

Teamwork

Microsoft Office (Word & Excel)

E-Automate experience

Multitasking/priority management

Education

High School Diploma or GED

5+ years industry experience

Tools

E-Automate

Job description

Company Overview

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

Position

Field Admin Order Processor

Reports To

Order Processing Manager

Salary Grade

DOE

FLSA Status

Full Time / Non-Exempt

Location

San Antonio, TX

Description

This role involves the 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 understanding of order processing skills beyond entry level are also key aspects of the role.

Responsibilities

• Utilize Excel for spreadsheet management, workbook creation, pivot tables, and charting
• Manage email communications, scheduling, and timely follow-up
• Communicate effectively with branch coordinators, sales representatives, and finance partners
• Process customer deals with finance partners accurately and efficiently
• Meet order processing, booking, and closing deadlines
• Prepare and maintain monthly reports
• Process orders in E-Automate and Agent Dealer systems

Experience & Skills

• Strong analytical and problem-solving skills
• Attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work effectively in a team environment
• Proficient in Microsoft Office, including Word and Excel
• Experience using E-Automate preferred
• Ability to manage multiple priorities and deadlines

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 and control computer and telephone keyboards
• 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 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.