Closeout Coordinator
Portland, TX - USA
Job Summary
Cornels is a fast growing locally owned home services company.
We are seeking a Closeout Coordinator to join our team.
Pay range: $25-$32/hour full time.
This position has the ability to work remotely up to two days each work week after training is completed. General operating hours are 7am-4pm M-F.
Primary Focus: All tasks after work scope is complete plus AR callbacks warranty and coverage.
1. Inspections (HVAC & Plumbing)
- Schedule all required inspections once work is complete
- Coordinate with customers and the city/county
- Track inspection results and follow up on corrections if needed
2. Final Balance Collection & Invoicing
- Batch invoices once work is complete and ready for billing
- Review invoices for accuracy prior to sending
- Collect final payment after job completion
- When financing payments are received enter and apply all related purchase orders in ServiceTitan
- Communicate invoice details and balances due with customers
- Follow established collections process
3. Equipment Registration & State Label Submission
- Register all HVAC and plumbing equipment as required
- Submit and enter all required minor labels to the state website for both HVAC and plumbing
- Confirm registration and label submission is completed within required timelines
4. ServiceTitan Accuracy
- Ensure all equipment is entered correctly in ServiceTitan
- Verify serial numbers model numbers and job data
5. Callbacks & Warranty (Plumbing)
- Manage all plumbing install callbacks
- Handle warranty-related issues and scheduling with plumbing
- Coordinate with techs and customers to resolve issues
6. Accounts Receivable (AR) & Collections
- Own and monitor the AR report
- Ensure invoices are batched and sent in a timely manner
- Follow the AR collections process (calls emails reminders)
- Track payment status and document collection efforts
- Escalate delinquent accounts per company policy
- Take care of invoice from sub contractors and take responsibility of forwarding them to the accounting department
7. Coverage & Backup Support
- Provide coverage for Plumbing or HVAC Coordinator during:
- PTO
- Call-outs
- High-volume periods
- Temporarily assume scheduling and customer communication duties as needed
Qualifications
Ability to handle fast moving processes and work with a team.
Experience using ServiceTitan on a daily basis at a basic level
Experience in trade specific support role.
Position is an office support position which can include; prolonged sitting keyboard typing occasional standing traversing the room and building bending to access equipment and attending meetings.
Required Experience:
IC
About Company
Cornel's Plumbing, Heating & Air Conditioning in Portland, OR. Call 971-715-0794 for expert service. Visit us at 14271 NW Science Park Dr today!