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Finance Specialist

Florida Window & Door · Lake Worth Beach, Vereinigte Staaten Von Amerika · Onsite

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  • Optionales Büro in Lake Worth Beach
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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.

Requirements

Key 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.

Qualifications:

  • 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.

Benefits

Full-time, Monday–Friday

Benefits: Health insurance, paid time off, growth opportunities