Operations Admin Support (#25-16)

OPERATIONS ADMIN. SUPPORT

Location: Midland Downtown

The Operations Assistant will assist the staff with daily tasks and projects in order to effectively monitor, fund, and process client accounts. The assistant will also maintain a friendly, firm, professional demeanor while providing excellent customer service at all times.

ESSENTIAL FUNCTIONS:

· Ensure compliance with all internal controls and established policies and procedures.

· Answer phones and greet office visitors in a professional and friendly manner.

· Assist staff to ensure daily tasks and projects are completed accurately and timely.

· Identify and anticipate processing issues and proactively propose solutions to A/M, C/M or Operations Supervisor as appropriate.

· Participate fully in Portfolio Meetings.

· Ensure the asset quality of the portfolio by ensuring all data entry is performed accurately.

· Assist Account Managers (A/M) with daily processing as needed.

· Review the invoices and supporting documentation for client funding(s).

· Perform Data Entry of invoices, invoice notes, and mail notes.

· Conduct verifications and ensure adherence to credit policy, operational procedures and client specific operating conditions.

· Inform A/M of any credit, paperwork, or compliance issues prior to funding.

· Help with mailing/emailing invoices within 24 hours of purchase

· Assist the Cash Manager (C/M) daily with any payment processing as needed and serve as back-up in the C/M’s absence.

· Ensure prompt communication with all office staff related to client interaction and payments received.

· Complete administrative and audit/compliance duties timely and efficiently including but not limited to:

o Ensure proper documentation on all payments is collected and scanned into the system prior to posting each day.

o Ensure cash management filing is maintained on a regular basis.

o Assist with internal and external audits.

EDUCATION & EXPERIENCE:

· High School Diploma or equivalent required.

· Minimum of 1 years’ experience in customer service, with a working knowledge of relevant factory industry preferred.

· Experience in managing factoring client relationships including verification activity especially calls, reserve management, risk identification etc. preferred but not required.

KNOWLEDGE, SKILLS, & ABILITIES:

· Strong communication skills.

· Commitment to customer service.

· Organizational skills essential.

· Ability to anticipate problem situations and propose solutions.

· Self-starter.

· Work in a fast moving team environment.

· Must be able to take ownership / responsibility of work product.

CERTIFICATIONS & LICENSES:

· Valid state issued driver’s license is required.

· Must be insurable in the state of Texas.

PHYSICAL & MENTAL DEMANDS:

· Work is performed in a general office/banking environment.

· Regularly required to use hands to finger, handle or feel and reach with hands and arms, walking, standing, hearing, talking, reading, writing and carrying up to 10 lbs.

· Frequently requires problem solving, analyzing and interpreting data, and extended focus.

· Understanding of deadlines within a fast paced environment.

· Ability to compare and evaluate possible courses of conduct and act or make decisions after varies possibilities have been considered.

· Ability to make effective and sound risk assessment decisions.

· Regularly required to express or exchange ideas by means of the spoken or written word.

· The noise level when performing this job is typically low to moderate.

Job Type: Full-time

Pay: $1.00 - $2.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime

Work Location: In person