Credit Administrative Assistant
: Job Details :


Credit Administrative Assistant

Ultimate Staffing

Location: Winter Park,FL, USA

Date: 2024-12-12T13:19:43Z

Job Description:
Key Responsibilities:
  • Customer Credit Applications: Assist in processing and reviewing customer credit applications, verifying financial information, and ensuring completeness and accuracy.

  • Data Entry & Record Keeping: Maintain and update customer credit files, ensuring accurate and up-to-date records of accounts, payments, and credit limits.

  • Credit Reports & Analysis: Generate and prepare credit reports for the credit manager, highlighting key customer credit trends, outstanding balances, and payment histories.

  • Communication: Liaise with customers, sales teams, and other departments to resolve credit-related issues and answer inquiries in a professional and timely manner.

  • Invoice & Payment Processing: Assist with invoicing, credit adjustments, and payment processing, ensuring accuracy in all transactions.

  • Collections Support: Provide administrative support in managing overdue accounts, including sending reminders and assisting the collections team as needed.

  • Filing & Documentation: Ensure proper filing of all credit-related documentation in both digital and physical formats, maintaining confidentiality and security of sensitive information.

  • Ad hoc Tasks: Provide general administrative support to the credit team, including scheduling meetings, preparing reports, and assisting with special projects.

Qualifications:
  • Education: High school diploma or equivalent required. Associate's degree in finance, accounting, or business administration preferred.

  • Experience:

    • Previous experience in an administrative or finance-related role, preferably in credit management or accounts receivable, is a plus.
    • Familiarity with credit processes, invoicing, and financial documentation is preferred.
  • Skills:

    • Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook).
    • Basic understanding of accounting and financial terminology.
    • Excellent organizational skills with a keen attention to detail.
    • Ability to multitask and meet deadlines in a fast-paced environment.
    • Strong verbal and written communication skills.
    • High level of integrity and confidentiality.
Desired Skills and ExperienceKey Responsibilities:Customer Credit Applications: Assist in processing and reviewing customer credit applications, verifying financial information, and ensuring completeness and accuracy.Data Entry & Record Keeping: Maintain and update customer credit files, ensuring accurate and up-to-date records of accounts, payments, and credit limits.Credit Reports & Analysis: Generate and prepare credit reports for the credit manager, highlighting key customer credit trends, outstanding balances, and payment histories.Communication: Liaise with customers, sales teams, and other departments to resolve credit-related issues and answer inquiries in a professional and timely manner.Invoice & Payment Processing: Assist with invoicing, credit adjustments, and payment processing, ensuring accuracy in all transactions.Collections Support: Provide administrative support in managing overdue accounts, including sending reminders and assisting the collections team as needed.Filing & Documentation: Ensure proper filing of all credit-related documentation in both digital and physical formats, maintaining confidentiality and security of sensitive information.Ad hoc Tasks: Provide general administrative support to the credit team, including scheduling meetings, preparing reports, and assisting with special projects.Qualifications:Education: High school diploma or equivalent required. Associate's degree in finance, accounting, or business administration preferred.Experience:Previous experience in an administrative or finance-related role, preferably in credit management or accounts receivable, is a plus.Familiarity with credit processes, invoicing, and financial documentation is preferred.Skills:Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook).Basic understanding of accounting and financial terminology.Excellent organizational skills with a keen attention to detail.Ability to multitask and meet deadlines in a fast-paced environment.Strong verbal and written communication skills.High level of integrity and confidentiality.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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