Florida Window and Door ยท 3 months ago
Accounting & Finance Coordinator
Florida Window & Door is seeking a detail-oriented Finance Specialist to join our Accounting and Operations Department. This position is responsible for processing new customer contracts, managing financing applications, and maintaining accurate records in multiple systems.
Building Material
Responsibilities
Enter new contracts into 360 and verify all information is correct in both 360 and on the financing website
Process Contract Change Orders, adjusting contract and loan information in 360 and on the financing website
Handle Contract Cancellations, ensuring all necessary updates are completed accurately
Perform daily follow-ups with customers to help them apply for and sign financing documents, and ensure financing is completed
Issue 14-day letters to customers as required
Process all pending contracts and facilitate financing for customers
Create and organize new customer folders
Update the Sales Rep spreadsheet as needed
Run credit card deposits as needed
Maintain the Rehash Director's cancellation spreadsheet with up-to-date information
Respond to daily emails and customer inquiries in a professional and timely manner
Qualification
Required
4-5 years of experience in contract processing, finance, or administrative support (construction or home improvement industry preferred)
Strong attention to detail, accuracy, and follow-through
Proficiency in QuickBooks, Microsoft Excel, CRM systems (360 preferred), and online financing platforms
Excellent communication and organizational skills
Ability to handle multiple priorities and meet deadlines in a fast-paced environment
Preferred
construction or home improvement industry experience
CRM systems (360 preferred)
Benefits
Health insurance
Paid time off
Growth opportunities