This position provides support to the Credit Manager. Credit and Collections are an integral part of the company and critical to the success of our client. The role involves direct interaction with customers to gather necessary information, as well as internal collaboration to ensure efficient credit review processes.
Credit Assistant responsibilities include data entry, collection calls, filing notice to owners, creating lien releases, pulling credit reports, conducting research, building and maintaining credit and customer files, customer account and project reconciliations, and other duties as determined by the Credit Manager. The Credit Assistant also serves as a backup to the Receptionist.
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Build and maintain strong working relationships with customers.
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Build and maintain strong working relationships with internal department employees, sales staff, and executive management utilizing clear and frequent communication.
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Assist customers on the phone or via email (e.g., address changes, invoice copy requests, etc.).
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Update customer account information in the ERP system (e.g., name and address changes).
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Assist Credit Manager in everyday activities including collection calls and contacting customers regarding credits or discrepancies.
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Process credit card payments.
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Utilize cash collection management tools consistently, ensuring appropriate notes are made on account activity when contacting customers regarding past-due invoices or payment discrepancies.
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Assist with account reconciliation and resolution of misapplied cash.
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Perform project reconciliations and closeouts of files.
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Prepare all notices to owners.
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Prepare release of liens, notices of non-payment, proofs of claim, and sworn statements of accounts, as needed.
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Assist the Credit Manager with start-up approvals.
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Maintain tax-exempt certificate information. Assist with year-end tax exemption mailers and updates.
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Pull credit reports for the Credit Manager to review for new applications and existing customers.
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Conduct credit analysis using financial statements, credit bureau reports, customer history, and sales staff feedback.
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Set up new customer accounts in the ERP system.
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Maintain credit files and customer order files (open & closed).
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Review invoices for accuracy before sending to customers via mail, email, or customer portals. Verify Florida and county surtax charges on orders. Locate any missing paperwork.
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Perform account/order reconciliations as needed.
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Serve as a backup to the Receptionist and assist in training as required.
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Strong organizational skills and attention to detail
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Excellent verbal and written communication skills
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Ability to manage multiple tasks and prioritize effectively
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Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
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Knowledge of credit scoring systems and financial principles
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Customer service orientation and problem-solving skills
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Ability to maintain positive relationships, both internally and externally, and hold teammates and customers accountable
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Understanding of Florida sales tax and county discretionary taxes
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Knowledgeable in the application of Florida Lien Law, including notice to owner, lien releases, claim of lien, and notice of non-payment
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Eager and willing to learn new things and contribute to our client's culture
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