Hoffman & Hoffman, Inc. is a 100% employee-owned company focused on being #1 in the HVAC industry in providing the most innovative HVAC solutions through superior design and customer service.

Duties and Responsibilities:

• Monitor new projects entered into ERP system and document initial delivery dates.
• Track, request and secure Job Information Sheets from sales staff for all qualifying projects.
• File and send Notices of Furnishing through third-party processing company on all qualifying projects.
• Monitor lien and bond deadlines through third-party processing company.
• Provide research and support of Lien Waiver process and completing of Lien Waivers as needed.
• Assist in processing incoming Credit Applications from customers.
• Determine amount of credit requested and details on initial order for new customer applications.
• Contact credit references provided by customer and verify corporate status through Secretary of State’s Website.
• Pull a minimum of one Credit Bureau Report from third party provider.
• Provide completed Credit Application packet to Credit Analyst for review, approval and setting of credit limit. Upload documents to attach to customer account.
• Communicate with customers that have balances in excess of 45 days and record activity in ERP system.
• Address customer requests for information in a timely manner.
• Review and approve tax exemption status of accounts and maintain documentation to support.
• Assist with the processing of customer statements on a monthly basis.
• Special projects as assigned.

Position Requirements:

• Associate’s or Bachelor’s Degree preferred or a minimum of 2 years administrative or accounts receivable experience.
• Experience in a construction environment preferred.
• Must be detail oriented, results driven and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere.

• Strong customer service skills with the ability to effectively communicate with both internal and external customers.
• Strong mathematical and analytical skills.
• Strong critical thinking and problem-solving skills.

• Ability to utilize the available time to organize and complete work within given deadlines and to take constructive advantage of idle periods.

• Ability to effectively build relationships with customers and co-workers.

• Excellent written and verbal communication skills and the ability to work in a professional environment are necessary.
• Knowledge of MS office a must, specifically Excel.

Physical Demands:

• Standing: Frequently
• Walking: Frequently
• Sitting: Frequently
• Handling/Fingering: Frequently
• Bending: Frequently
• Pushing/Pulling 12 lbs. or less: Frequently
• Lifting/Carrying 10 lbs. or less: Frequently
• Lifting/Carrying 11-20 lbs.: Occasionally
• Reaching Outward: Occasionally
• Reaching Above Shoulder: Occasionally
• Squatting/Kneeling: Occasionally

The work environment at Hoffman & Hoffman, Inc. is an open office environment in a controlled atmosphere building.

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman, Inc.

No phone calls please.

EEO Employer/Vets/Disabled