Financing & Contracts Specialist — Growth & Impact

Florida Window and Door; Lake Worth (TX); On-site; USD 30,307 - 34,440; Full time

Benefits offered by this job

Health insurance

Paid time off

Growth opportunities

Job summary

A window and door company in Lake Worth, Texas, is seeking a detail-oriented Finance Specialist to manage customer contracts and financing applications. Responsibilities include entering contracts, ensuring all information is accurate, and following up with customers. The ideal candidate will have 4-5 years of experience in finance or administrative roles, proficiency in QuickBooks and Excel, and excellent communication skills. This is a full-time position offering health insurance and paid time off.

Qualifications

• 4-5 years of experience in contract processing, finance, or administrative support.
• Proficiency in QuickBooks, Microsoft Excel, and CRM systems.
• Ability to handle multiple priorities and meet deadlines.

Responsibilities

• Enter new contracts into 360 and verify all information.
• Process Contract Change Orders adjusting contract information.
• Handle Contract Cancellations and ensure updates are completed.
• Perform daily follow-ups with customers.
• Issue 14-day letters to customers.
• Process pending contracts and facilitate financing.

Skills

Attention to detail

Communication skills

Organizational skills

Tools

QuickBooks

Microsoft Excel

CRM systems (360 preferred)

Job description

A window and door company in Lake Worth, Texas, is seeking a detail-oriented Finance Specialist to manage customer contracts and financing applications. Responsibilities include entering contracts, ensuring all information is accurate, and following up with customers. The ideal candidate will have 4-5 years of experience in finance or administrative roles, proficiency in QuickBooks and Excel, and excellent communication skills. This is a full-time position offering health insurance and paid time off.