Accounting & Finance Coordinator
Florida Window And Door
Process contracts, financing applications, and maintain records for customers.
21 days ago ago
Junior (1-3 years), Intermediate (4-7 years)
Full Time
Lake Worth, FL
Office Full-Time
Company Size
50 Employees
Service Specialisms
Hurricane protection products
Window and door installation
Shutter installation
Permitting services
Engineering services
Project Management
Licensed general contracting
Turn‑key project management
Sector Specialisms
Residential
Custom Homes
New Construction
Remodeling
Historic Landmark Renovations
Hurricane Window and Door Replacement
Role
What you would be doing
contract cancellations
change orders
360 entry
credit deposits
customer follow‑up
financing processing
- Handle Contract Cancellations, ensuring all necessary updates are completed accurately
- Maintain the Rehash Director's cancellation spreadsheet with up-to-date information
- Process Contract Change Orders, adjusting contract and loan information in 360 and on the financing website
- Run credit card deposits as needed
- Respond to daily emails and customer inquiries in a professional and timely manner
- Enter new contracts into 360 and verify all information is correct in both 360 and on the financing website
- Update the Sales Rep spreadsheet as needed
- Create and organize new customer folders
- 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
What you bring
quickbooks
excel
crm
4-5 yrs
detail-oriented
communication
- Strong attention to detail, accuracy, and follow-through
- Excellent communication and organizational skills
- Proficiency in QuickBooks, Microsoft Excel, CRM systems (360 preferred), and online financing platforms
- 4-5 years of experience in contract processing, finance, or administrative support (construction or home improvement industry preferred)
- Ability to handle multiple priorities and meet deadlines in a fast-paced environment
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
- Founded to serve the growing demand for top-tier window and door installations across Florida.
- Specializes in high-impact, energy-efficient windows and doors tailored for the unique Florida climate.
- Works on both residential homes and large commercial projects, ensuring durability and style.
- Offers an extensive range of products, from hurricane-resistant windows to stylish custom doors.
- Recognized for its focus on customer satisfaction and attention to detail in every project.
- Serves the entire state of Florida, with a particular emphasis on areas prone to severe weather.
- Innovative solutions that combine safety, energy efficiency, and aesthetic appeal.
- Known for fast and reliable installations with industry-leading customer service.
- “We succeed because we care.”
- “Doing business one way – the right way!”
- Commitment to delivering “the best products”, “the best installation”, and “the best customer service”
- Belief that “satisfied customers are our greatest assets!”
Energy Efficiency Improved
Reduced Cooling Costs
High-performance impact windows and doors are designed to enhance energy efficiency.
9,000 Pressure Cycles
Durability Testing
Products undergo rigorous testing, including 9,000 pressure cycles, to ensure durability and reduce waste.
- Selects eco-friendly products that 'help preserve the beautiful environment'
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