Field Order Processing Specialist

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

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.