Pre-Install Funding Coordinator
Description
Starting Pay $21-$24 per hour + Benefits
Benefits Include:
- Medical Insurance
- Dental Insurance
- Vision Care Insurance
- $50K Life Insurance
- 401K
- Medical Reimbursement Accounts (HSA & FSA)
- Employee Assistance Program
- Paid Time-Off
Position Summary:
As our Pre-Install Funding Coordinator, you’ll focus on the front-end (pre-install) submission and securing financing for all projects. You’ll be responsible for the efficient handling of work orders, submission of stipulations and improving the productivity of other departments by coordinating all front-end interaction with Freedom Forever’s finance partners.
Job Duties and Responsibilities:
- Work with all Freedom Forever’s finance partners to process documents and verify customer and system specifications
- Confirm data accuracy in documents, finance portals and invoices
- Remain up to date with Project stages and statuses
- Follow up on aging projects and maintain secure financing through extensions, project progress, and interaction with finance partners
- Provide project status updates to Operations, sales and customer records
- Answer all incoming phone calls from customers in a timely manner
- Contact clients to obtain missing information or answer queries
- Dispatch Service calls per customer requests
- Communicate project information between finance partners, sales, and operations
- Communicate important feedback from customers to management
- Ensure processing targets are met and report any deviations
- Provide support to Sales Support and Dealer Partners to help reach the team’s objectives
- Respond to high volumes of emails
- Other duties as assigned
Desired Qualifications:
- 1+ Year operating within a CRM or Project Management Software preferred
- 1+ Year of Accounting or Contract/Document review experience preferred
- Proven work experience as an administrator or Sales support agent
- Organizational skills, time prioritization, attention to detail, ability to manage several projects at the same time
- Experience with MS Office (MS Excel in particular)
- A dedicated team player with ability to meet deadlines
- Strong customer service and communication skills
- High School Graduate or GED
Physical Demands and Abilities:
- Regularly use office equipment and computers for extended periods of time
- Frequently work on projects requiring deadlines
- Comfortable reviewing and entering information into a computer
- Able to move from sitting to standing positions, bend, twist, & use hands and fingers
- See details of objects that are less than a few feet away
- Can speak clearly so listeners can understand, and listen to understand another person
- Occasionally lift 5-10 pounds
Due to the nature of this position, a criminal history may have a direct, adverse, and negative relationship on each of the duties listed, which may potentially result in the withdrawal of a conditional offer of employment.
Freedom Forever is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.