What are the responsibilities and job description for the Order Processing Specialist position at UBEO, LLC?
UBEO Business Services, the premier provider of business technology products and services, is seeking to hire an Order Processing Specialist to join our team in San Antonio, TX.
UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Xerox, Ricoh and Konica Minolta multi-functional equipment and Kyocera printers. UBEO specializes in electronic document management software and integrations.
The primary responsibilities of this position is as follows:
Department: Administration
Reports To: Equipment Order Processing Manager
FLSA Status: Full Time / Hourly
Purpose
The position is responsible for communication with branch coordinators, sales representatives and finance partners to obtain the appropriate paperwork to invoice equipment sales.
Responsibilities
This position requires the Equipment Order Processing Specialist to review the terms and conditions of sales agreements and all related paperwork prior to submission to the rental companies for funding. The position requires a detail-oriented individual with good communication skills and the ability to follow through when information received is not complete. Specific duties will include:
- Processing equipment orders and billing for rental and sales of equipment
- Working closely with rental companies and sales team
- Processing collateral exchanges
- Processing revenue adjustments
- Processing trade-ins
- Sending overnight packages
- Logging in-coming sales packets and pulling delivery paperwork
- Extensive billing experience desired
Supervision
Supervised
Contacts
Internal: Exempt, Non-Exempt
External: Current Customers, Vendors
Job Related Dimensions
- Strong attention to detail
- Strong communication skills – both verbal and written
- Proficiency in MS Office products (Excel, Word, MS Outlook).
- Proficiency in E-Automate
- Ability to multitask
Qualifications
- HS Diploma or GED
Physical Demands & Work Environment
- Ability to sit at desk for prolonged periods of time.
- Ability to talk on the phone and work with various computer tools and applications.
- Ability to type and compose written communication in various forms.
- Ability to lift 20 lbs on occasion.
- Ability to work in fast paced environment
UBEO offers a competitive compensation package. UBEO also offers an excellent benefits package which is a significant part of our employee's total compensation. We strive to provide a broad range of competitive benefits designed to meet your personal needs and priorities. Our comprehensive benefits package includes:
- Choice of medical, dental and vision plans that provide our employees and their families with high-quality healthcare, including orthodontia for both adults and child(ren)
- Generous Company Paid Health Reimbursement Account Options to defray deductible expenses
- Company paid life and accidental death and dismemberment insurance for you, your spouse and child(ren)
- Flexible Spending and Health Savings Account Options - Set aside pre-tax dollars to cover out-of-pocket expenses related to health or dependent care
- Voluntary coverages at low group rates including Aflac Insurance - In the event of death or disability, you can help protect your family against the loss of income with various types of
insurance - Pet Insurance, breathe easy knowing Nationwide has your pets covered
- Pre-paid legal coverage, access to experienced attorneys that can help you with any legal issue 24/7
- A generous wealth accumulation program will help you achieve financial security for retirement. We offer a 401(K) Plan w/ Match upon eligibility and Free Financial Counseling
- Generous vacation, holiday, and sick leave programs - as we believe that taking advantage of time away from work is essential for a well-balanced life
UBEO is an Equal Opportunity Employer and considers applicants for all positions without regard to age, sex, color, race, religion, national origin, disability, genetic information or predisposition, military/veteran status, citizenship status, marital status or any other group protected by applicable federal, state or local laws.
