Order Administrator Coordinator - Mississauga, ON

To be a trusted advisor of high quality document management solutions and services that creates new value for our clients and is a company that can attract, recruit and retain smart talented employees

To build a high-performance culture and increase efficiencies in our business operations.  As one team, executing a single strategy, we will challenge status quo, and create outstanding value and performance for all our customers and their customers

As a key member of the order admin team, the Order Admin Coordinator acts as a liaison between KMBS' sales department and our leasing partners to facilitate our customer relationships, track, process, and close order transactions. The Order Admin Coordinator plays a fundamental role in ensuring that all order transactions meet the necessary documentation and pricing criteria for both KMBS and our leasing partners.

1. Credit Sourcing – Obtain credit approval from leasing partners while managing profitability and a suitable portfolio mix
2. Order Processing – Review and audit sale documentation packages for equipment ordering; process billing
3. Funding – Work with leasing partners to ensure prompt funding of transactions
4. Customer Service – Investigate and resolve leasing-related customer service issues; provide required lease information to sales
5. System Updates – Enter lease information in KMBS' Great Plains system on a quarterly basis

Credit Sourcing

• Process credit applications with leasing partners while managing profitability and a suitable portfolio mix and send credit responses to branch sales
• Work with branch sales to obtain additional credit information when required

Order Processing

• Ensure all orders are being processed through the various stages to meet delivery dates to customers
• Review and audit all sales transaction documentation packages to authorize ordering of equipment
• Log all transactions and update order status in sales log
• Process billing of all sale transactions
• Engage in effective rate negotiations with leasing companies
• Review and interpret legal documents
• Prepare and maintain rental pool worksheets

Funding

• Review and submit finalized lease funding packages to leasing partners and follow up for funding
• Work with branch sales to resolve documentation deficiencies
• Process payout requests following lease funding

Customer Service / Portfolio Management

• Obtain trade-up and buyout information and other lease information for branch sales personnel
• Investigate and resolve leasing-related customer services issues with leasing partners, branch personnel and customers as required
• Negotiate and manage end of term options

System Updates

• Enter new lease information in Great Plains system on a monthly basis (Data Shadow)
• Scan finalized documentation packages to system

Other Duties/Projects

• As assigned
• Recommend and maintain new and existing policies
• Coach and train sales and branch admin employees
• Ensure KMBS JSOX policies are followed

SKILLS/QUALIFICATIONS

• Prior leasing experience preferred
• Knowledge of legal documentation
• Proficiency in leasing calculations (using HP17B, T-Value or Excel)
• Proficiency in all Microsoft Office applications, with strong Excel and Word skills
• Excellent interpersonal and communications skills (both written and verbal)
• Pleasant telephone manner
• Ability to work effectively under pressure
• Organized and self-motivated, with the ability to multi-task
• Fluency in French an asset (written and verbal)
• Post-secondary degree

Position Reports to: Assistant National Leasing Manager

REFERENCE ID: 11-1018
POSITION TYPE: Permanent
LOCATION: Mississauga, ON