Customer Service Representative

Job Title: Customer Service Representative

Department: Sales

Reports to: Customer Service Supervisor

Position Overview

This role involves processing customer orders, managing inventory, maintaining buyer relationships, and handling complaints. A strong focus on efficient communication and collaboration with team members and customers is essential.

Education/Experience

• One-year certificate from college or technical school and several years' related experience and/or training; or equivalent combination of education and experience in accounting, sales, shipping and receiving or similar field.

Essential Functions and Responsibilities include the following.

• Create standard and consignment sales orders and change orders.
• Request item numbers from Quality Department
• Request Spec review from Quality Department
• Request Drawing review from Quality Department
• Issue Customer Quotes
• Issue RMA/RFI and process customer returns.
• Generate commercial and proforma invoices
• Verify accuracy of Daily Log based on open orders report in ERP system
• Work with Operation to verify ship dates per customer Purchase Order.
• Inform customers of estimated delivery schedules
• Issue Drop Shipment purchase orders and ensure prompt and correct receipt of products
• Process and submit invoices within 3 business days of shipment.
• Review weekly aging accounts receivable report and follow up with customers on past due invoices and provide customer with any necessary documents to expedite payments
• Complete necessary paperwork to issue credit or debits as needed. Maintain records of debits and credits
• Investigate as well as resolve customer problems pertaining to purchase orders
• Maintain ongoing relationship with customers and follow up with them regarding new and existing needs
• Maintain assigned consignment inventory locations
• Maintain assigned Min - Max inventory levels
• Process usage based on customer specific agreements
• Invoice usage per customer specific agreements
• Insure all consignment bin start-ups and closures are documented and approved by manager
• Create consignment audit count sheets based on inventory and transaction report in ERP system and create reconciliation cover sheets and reconcile the consignment bins as needed. Reconciliation needs to be completed within 48 hours of the audit. Maintain records of all audits
• Protect organization's value by keeping information confidential
• Strong accounting skills preferred.
• Follow company and departmental principles, rules, guidelines, etc. with regards to health and safety, ISO & IATF requirements, Lean manufacturing principles, and good housekeeping
• Other duties may be assigned.

Physical and Work Environment

Standard office setting with moderate noise levels. Reasonable accommodations available for individuals with disabilities.