Finance and Sales Support Administrator

1 month ago

Orlando, United States AD Solutions Full time
Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a strong communicator with excellent analytical skills and a keen understanding of both financial processes and sales operations. This is a critical role within our organization, and we are looking for someone who is proactive, reliable, and has a strong commitment to maintaining the financial health of our company.Administrative Support:
  • Provide administrative and system support for assigned sales representatives.
  • Assist with administrative and finance functions and projects as requested by management.
  • Cross-train to assist other Leasing associates as needed.
  • Provide support to other Administrative Transaction Specialists as needed.
  • Provide reports, invoices, and other documentation needed for Sales/Service.
  • Prepare documents for execution: Coordinating, routing, and reviewing final lease packages.
  • Set up new customers in the customer database system, obtaining additional information when necessary.
  • Assign master agreement numbers and process through the appropriate systems.
  • Set up new customer account records and correct existing accounts as needed.
  • Process customer data changes and make filing entries of the actions taken.
  • Make outbound calls to obtain necessary information, on behalf of the client, when actual data is unavailable.
  • Collate and record support performance data, collect information as agreed, and maintain records.
Lease and Contract Management:
  • Lease Portfolio Management.
  • Ensure completeness and accuracy of lease contract documents.
  • Process new lease applications, review documents, and follow up with the respective Account Executive when necessary.
  • Ensure appropriate documentation has been accurately executed for each new lease agreement.
  • Add assets and book leases into the system.
  • Calculate service escalators and input them in the system.
  • Compile customer-facing documents for mailing and scan into the appropriate document repository.
  • Complete the Uniform Commercial Code (UCC) filing process.
  • Process change in payment and extension addendums.
  • Generate and process all Assignment & Assumption documents for Account Executives & Customers.
  • Terminate returned equipment and, if necessary, the corresponding UCC filing.
  • Responsible for all aspects of leasing, including but not limited to lease approvals, lease invoices, lease buyouts/updates.
Sales and Order Processing:
  • Coordinate with the sales team to ensure accurate and timely order processing and fulfillment.
  • Process address changes/discrepancies between systems.
  • Responsible for all aspects of processing Sales Orders, including complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns, and commission sheets.
  • Ensure all calculations are accurate based on MSRP and current approvals and submit for funding.
  • Process all transaction check requests after the deal is funded with accurate and complete documentation.
  • Follow up on funding and payment for all cash deals.
  • Strategize with sales and service on account situation and action plan.
Customer Service:
  • Research and respond to internal and external customer inquiries quickly and accurately.
  • Effectively communicate with a high volume of internal and external customers about billing and contracts via phone and email.
  • Provide a thorough explanation of and practice consistent adherence to the terms and conditions of various contracts.
  • Demonstrate empathy and understanding of customer concerns.
Financial and Billing Support:
  • Utilize internal resources to pull original sales and leasing paperwork for internal and external review.
  • Use financial software to review and correct contract billing records with a high level of attention to detail.
  • Determine when credit memos are needed and calculate/issue credit memos using the proper financial codes.
  • Performing financial calculations: Verifying calculations on contracts, such as income, payoffs, rebates, and residuals.
  • Resolving funding issues: Serving as a liaison between dealers, loan officers, and dealer relationship managers.

Qualifications:

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • 2+ years of experience in finance, sales administration, or a related role.
  • Proficiency in Microsoft Office Suite, particularly Excel & Google sheets.
  • Strong analytical skills with the ability to interpret financial data and create reports.
  • Excellent organizational and time management skills with the ability to handle multiple tasks simultaneously.
  • Strong communication skills, both written and verbal, with the ability to work effectively with cross-functional teams.
  • Should be able to work independently and as a part of a team, and have a high degree of accuracy and attention to detail.
#ads

Powered by JazzHR

XFqIBWU5x8

  • Finance and Sales Support Administrator

    4 weeks ago

    Orlando, United States AD Solutions Full time

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support

    2 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support

    4 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support

    4 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support

    3 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support

    2 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance Administration Support Specialist

    3 days ago

    Orlando, Florida, United States AD Solutions Full time

    Job Description**Job Summary**The Finance Administration Support role is a critical position within AD Solutions, supporting both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales...

  • Finance and Sales Support Associate

    4 weeks ago

    Orlando, United States AD Solutions Full time

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Finance and Sales Support Associate

    1 month ago

    Orlando, United States AD Solutions Full time

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Sales Support Associate

    3 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Sales Support Associate

    4 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a...

  • Sales Support Associate

    3 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Sales Support Associate role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a strong communicator...

  • Sales Support Associate

    2 weeks ago

    Orlando, United States AD Solutions Full time $21 - $23

    Job DescriptionJob DescriptionThe Sales Support Associate role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a strong communicator...

  • Administrative Assistant

    3 weeks ago

    Orlando, United States Sales Bizlab Full time

    Job DescriptionJob DescriptionAbout Sales BizlabAt Sales Bizlab we believe in the individuality of each client, therefore, the solutions that we provide are unique and molded to each of their specific needs. The root of our success lays in our extensive experience across different geographical locations, mediums and markets. Today, Sales Bizlab we enjoy a...

  • Sales Order Administrator

    4 weeks ago

    Orlando, United States V R Della Infotech Inc Full time

    Job DescriptionJob DescriptionDuties: req reopening (USD)22/ to the worker CFIUS clearance required (US Citizen) Work with sales admin supporting person who creation PO, make sure parts are in stock Making sure in compliance, and prepare orders to ship international cost and invoices manually due to SAP migration Orlando houses all parts and ships to various...

  • Sales Order Administrator

    2 weeks ago

    Orlando, United States LanceSoft Full time

    Job Title: Sales Order Administrator Job Duration: 04 months Est. Pay Range: $20.00- $22.00 USD Per Hour Work Type: OnsiteResponsibilities: Runs MRP and generates replenishment orders. Monitors inventory utilizing and Customer inventory tracking systems. Escalates to Material Planners and Buyers when inventory cannot be replenished per plan and when a...

  • Sales Order Administrator

    3 weeks ago

    Orlando, United States LanceSoft Full time

    Job Title: Sales Order Administrator Job Duration: 04 months Est. Pay Range: $20.00- $22.00 USD Per Hour Work Type: OnsiteResponsibilities: Runs MRP and generates replenishment orders. Monitors inventory utilizing and Customer inventory tracking systems. Escalates to Material Planners and Buyers when inventory cannot be replenished per plan and when a...

  • Sales Order Administrator

    3 weeks ago

    Orlando, United States System One Full time

    CFIUS clearance required (US Citizen) The Sales Order Administrator is responsible to provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. Acts as a point of contact between assigned customers and us. regarding spares management activity. Commits to customer orders...

  • Sales Administrator

    4 weeks ago

    Orlando, United States MI Homes Full time

    Job DescriptionJob DescriptionM/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s...

  • Sales Administrator

    3 months ago

    Orlando, United States MI Homes Full time

    Job DescriptionJob DescriptionM/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s...