Service Clerk

Medley Material Handling Company•Albuquerque, NM

7d•Onsite

About The Position

Responsible for communicating with external and internal customers, and to keep the workflow in the service department flowing smoothly. This role involves managing work orders, ensuring accuracy of information, processing billing, ordering supplies, and assisting with customer inquiries and disputes.

Requirements

High school diploma or equivalent
Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
Some knowledge of mechanics
Good listening skills
Good negotiation skills
Excellent verbal and writing communication skills
Good computer skills
Demonstrate customer service orientation
Ability to organize and manage multiple priorities
Commitment to company vision and mission
Must partner with service staff to ensure workflow runs smoothly
Good Attitude

Responsibilities

Partner with service staff to ensure workflow runs smoothly.
Review all timecards and work orders for accuracy, and correct any deficiencies.
Send all timecards to shared services and file after Shared services respond with “Entered”.
Enter all information on work orders in the ERP system, including Make, Model, Serial Number, hour meter reading, ship to address, and comments.
Provide copies of PM work orders with write-ups to the quoter.
Give copies of work orders to the parts department to ensure parts are ordered.
Pull all special billing work orders and process according to the special customer PO sheet.
Send all Fleet work orders to Medley fleet for them to close.
Send all warranty work orders and timecards to warranty to close.
File all closed work orders in the appropriate customer folder.
Ensure all invoices have the correct PO attached, or contact the customer to collect the correct PO.
Process the "End of the Day" batch receipt, collecting credit card receipts and matching invoices for accounts receivable.
Order office supplies monthly, or sooner if needed.
Manage branch petty cash and submit the petty cash reimbursement report by the end of each month.
Assist the branch accounts receivable specialist.
Assist customers by providing invoices, directing them to the correct person, and answering questions.
Communicate customer disputes to the operations manager with all relevant information and a copy of the disputed invoice.
Address customer complaints, questions, or concerns and disseminate or explain information.
Answer phones.
Assist, cover, train, and cross-train on other service office job duties.
Perform other duties as assigned by the Operations Managers.