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 partnersto 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 timelymanner
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.