Sets up new customers into multiple ERP systems; enter project details into MLBS system
Follow up with branches for project documents-Job Sheets, Joint Check Agreements, lien waivers, and notices to owner, payment bonds, and partial lien releases.
Adds alternate addresses, ship to addresses, and sold to addresses into all ERP systems
Maintains pre-required documentation per policy needed to support setting up new customers and/or projects making changes to existing customers such as credit applications, pricing sheets, tax exemption certificates, etc…
Works with branches and sub-contractors, and general contractors to obtain the required documentation for project changes, additions, etc….
Assists with special projects as necessary
Work closely with Liens Manager to process liens and register projects.