Temp-To-Hire

• Perform order entry into SAP.
• Perform complete review of customer Purchase Orders.
• Request customer information to set up through Master Data in SAP
• Identify and make all necessary order adjustments.
• Coordinate upload of special pricing into SAP, if applicable.
• Engage with branch/dealer on large installs - coordinate shipments, 3^rd party warehouse, staged deliveries, etc.
• Make business decisions relating to customer to either approve or decline special requests, including but not limited to:
  • Determining whether to accept, or reject each Purchase Order
  • Review and evaluate to approve or deny terms regarding invoicing and cash application with respect to terms of revenue, payment of sales reps and dealer commissions, and shipping charges.
  • Decision making concerning shipment of supplies/materials to customers when dealers decline to ship directly.
  • Decision making re whether orders may be released in each situation prior to full documentation (i.e., a revised PO) being received.
• Timely submit Leasing orders for credit approval.
• Proactively consolidate credit approval requests by PO
• Order management – Create reports to manage portfolio, including order status, timely delivery of equipment
• Issue Return Authorizations and timely follow up on equipment return.
• Manage return credits to close out original invoices on reshipped equipment.
• Prepare funding packages for lender verifying all components of customer contracts.
• Responsible for accurate billing of federal, state, and commercial customers 
• Communicate any customer-specific billing requirements at time of funding submission to minimize rebilling.
• Follow up with lender on funding to maintain delinquencies under 60 days.
• Review reports to identify any contract adjustments 
• Resolve all customer and dealer disputes and inquiries 
• Backup for answering emails in customer service mailbox, providing PO status, tracking and forwarding orders to the correct CSR for processing.

• Thorough knowledge of SAP system.
• Advanced MS Excel.  Must be able to create and manage spreadsheets using intermediate level formulas and Pivot Tables and Macros.
• Minimum of 2 years experience required.
• Extensive experience with problem solving 
• Reconciliation skills are required for analyzing issues related to invoice discrepancies and lender service compensation.
• Must be a team player with the ability to work in a fast-paced environment and meet all deadlines.
• Must have excellent communication and interpersonal skills to effectively interact with individuals across the organization and with outside vendors and customers.