Position Summary
Responsibilities include entering quote information in ERP and filing documents both electronically and physically. In addition, responsible for setting up the estimating worksheet for the technical estimator.
Essential Duties and Responsibilities
Including and not limited to:
- Know and follow general company and corporate policies and procedures.
- Know, understand, and follow department policies and procedures.
- Entering quote information into the ERP system
- Setting up a quote file and printing information regarding the quote from the customer.
- Setting up an electronic quote folder and electronically saving all documents or emails related to the quote
- Physically filing the quote folders once the quote is completed and maintaining the filing system.
- Set up the estimating worksheet for the technical estimator.
- Using the drawing or parts list to determine the bill of materials and documenting this on the estimating worksheet.
- Calculating and entering basic processing costs in the estimating worksheet.
Position Requirements
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Education and Experience:
- 2+ years’ experience preferred.
- Knowledge, Skills and Abilities:
- Basic typing skills
- MS Office proficiency required.
- Preferably ERP system experience
- Knowledge of administrative and clerical procedures and systems such as word processing and spreadsheets and electronic correspondence.
- Managing files and records and other office procedures and terminology.
- Reading comprehension, understanding written sentences and paragraphs and work-related documents.
- Giving full attention to what other people are saying, taking time to understand points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Talking coherently to deliver information effectively.
- Managing one’s own time.
- The ability to recognize and identify problems and issues when they arise, it does not involve solving the problem, only recognizing there is one.
- The ability to concentrate on a task over a period of time without being distracted.
