Operations Coordinator- Service (Boston)

Tk Elevator Corporation • Westwood, MA

148d

About The Position

TK Elevator is currently seeking an experienced Operations Coordinator- Service in Boston, MA. Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.

Responsibilities

• Reviews service contract booking packages.
• Completes customer number request forms.
• Reviews and completes Installed Base forms.
• Verifies the service contract transmittal forms.
• Creates branch service file and mechanic file.
• Ensures that customer change forms are accurate and forwards to regional contract administrators.
• Completes service contract change requests and attaches all relevant information to existing contract.
• Verifies all information on new EDS sheets and updates contact information in service contracts.
• Searches databases, customers, Installed Base and service contracts for existing information.
• Runs mass escalation report, exports and formats report into Excel and forwards to branch manager for review.
• Receives and reviews final acceptances from construction and modernization departments.
• Processes owner and unit changes as necessary.
• Prints special deck invoices and mails to customers.
• Prints service contract invoices upon request from customers or branch.
• Participates in monthly A/R conference calls with Regional Collectors.
• Actively pursues and follows-up on A/R items.
• Prepares and submits credit memos.
• Actively cleanses unapplied credits and submits washout requests as necessary.
• Assists with processing certificates of insurance for service jobs.
• Maintains PCard for use by branch.
• Supports sales efforts as needed.
• Maintains Board Inventory and conducts annual inventory.
• Maintains safety SIR and uploads documents to SafeTKE.
• Hand codes invoices without PO-daily report.
• Expected receipts report.
• Manages office supplies/forms and UPS-shipping and statements.
• Maintains spreadsheet for cancellations to Branch Manager.

What This Job Offers

• Industry: Machinery Manufacturing