JOB SUMMARY
The primary function of this role is to assist the HVAC department with financial billings and day-to-day flow of paperwork, answering phones and dispatching of service calls as necessary. The Company goal is to continuously grow the revenues of the HVAC department while maintaining profits, satisfying customers’ requirements, and staying compliant with required guidelines. Additional duties include general clerical and project-based work as well as administrative support for the Service Manager in the HVAC Department.
This job requires attention to detail with a focus on data entry, accuracy, and communication.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Include the following. Other duties may be assigned.
- Prepare, organize and store information in paper and digital form
- Prepare various contract documents and complete project closeout documentation.
- Dispatch Service Technicians.
- Maintain all records in Falcon, including open tickets, creating new sites, and printing off monthly work orders.
- Assist project managers with job completion including documentation, submitting bids, scheduling inspections, requesting permits, etc.
- Produce various billing reports, summarizing and analyzing them as necessary, such as the S and N tracker, job cost reports as well as the OPS report.
- Prepare and send weekly payroll report information.
- Gathers required records to compile all information needed for project billing. Prepare credit memorandums and change order re-budget sheets to indicate returned or incorrectly billed products or services.
- Ensures that all project billing and accounting deadlines are met and communicates exceptions as necessary.
- Follow up on open receivables for projects.
- Enter & maintain information in FMS to assist with project scheduling.
- Enter Blue Tickets and follow up on all Blue Ticket tools and materials.
- Create and process purchase orders. Submit vendor invoices to A/P for payment.
- Maintain refrigeration usage logs.
- Compile, maintain and organize Citizens Bank information including assets & filter lists as well as completion tracking.
- Prepare GPS tracking reports.
- Answer incoming phone calls as necessary.
- Work with staff from other departments as needed to resolve issues.
- Additional job duties/responsibilities as assigned by management.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- High School Diploma or GED is required.
- 3+ years’ experience in an administrative/billing role is required.
- Previous experience in the construction industry is a plus.
- Strong customer service skills and the ability and willingness to learn new systems and processes are required.
- Experience with Microsoft Office (i.e., Word, Excel, PowerPoint) applications is required.
- The ability to think strategically, make sound decisions, and produce accurate and timely results is required.
- Building positive working relationships with multiple levels of employees and management is required.
- Demonstrating integrity and professionalism is required.
- Demonstrating commitment to company values is required.
- Excellent organizational skills are required.
- Ability to follow-up on tasks and assignments in a timely manner is required.
- Excellent written and verbal communications skills are required.
- Ability to prioritize in a fast-paced multi-task environment is required.
- Ability to perform basic business mathematical functions is required.
- Ability to work with minimal supervision is required.
- Ability to work effectively in a team environment is required.
- Complying with all operating policies, procedures, executed Plans, and Programs is required.
LANGUAGE SKILLS
Must have the demonstrated ability to effectively communicate, cooperate, and collaborate with multiple levels of employees, government agencies, customers, vendors and suppliers.
PHYSICAL REQUIREMENTS
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is constantly required to talk, hear, and feel. The employee is frequently required to sit, stand, walk, use hands to grasp, and use fingers to maneuver objects. The employee may be infrequently required to lift, pull/push, stoop, kneel, crouch, and reach. Specific vision abilities required by the job include close visual acuity, distance vision, peripheral vision, and depth perception. The physical strength rating of this position is classified as sedentary work which includes exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. Operation of a computer keyboard, headphones, telephone, and hand calculator are required. Understanding of addition and subtraction, simple math, simple drawings, technical reports, and technical instructions is required. In addition, the employee must be able to write or present simple memos, summaries, business letters, and technical reports.
