What are the responsibilities and job description for the Credit Administrator- Daytona, FL position at Synergy Equipment?
Are you seeking a rewarding career with a respected company? Join Synergy Equipment where we offer career advancement and professional development in a collaborative, supportive environment. We value teamwork and foster a positive work culture.
Synergy Equipment represents a unique business model in the compact and heavy equipment industry. We offer a diverse range of equipment from leading manufacturers, serving the needs of everyone from large commercial construction firms to local subcontractors and general contractors.
A credit administrator is responsible for assisting in the credit approval process within the organization. Their duties typically include evaluating credit applications, assessing creditworthiness, monitoring accounts, and ensuring compliance with regulations and internal policies. They may also communicate with branch employees regarding credit-related issues and work closely with other departments, such as finance, to mitigate credit risks.
Essential Function
- Full understanding of lien law, for Florida, Georgia, Alabama, Tennessee and Texas, including timelines, releases, liens and bond claims.
- Researching problem job addresses/locations, using property appraiser site and individual county clerk offices.
- Pulling of credit reports, generating and uploading into SharePoint, and setting up customers in Rental Man.
- Assist in making customer master file changes (example: phone numbers emails, billing, address etc.)
- Reviewing credit applications to determine the creditworthiness of individuals or businesses.
- Keeping track of customer accounts to ensure timely payments and identifying any potential issues or delinquencies.
- Ensuring compliance with regulatory requirements and company policies related to credit.
- Corresponding with clients or customers regarding credit decisions, and payment arrangements, and resolving any credit-related inquiries.
- Maintaining accurate records of credit transactions, approvals, and correspondence for audit and reporting purposes.
- Working closely with other departments to address credit-related matters and mitigate risks.
- Investigating and resolving any discrepancies, billing errors, or disputes related to credit accounts.
- Identifying opportunities to streamline processes, improve efficiency, and enhance the overall credit administration function.
- Answering calls and questions from sales reps and branch admins
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions
Required Education and Experience
- Commitment to excellent customer service
- Strong communication skills
- Ability to prioritize and manage multiple responsibilities.
- Goal-oriented with strong attention to detail.
- Proficient with Microsoft Office and Excel
- High School diploma
- Working understanding of lien laws is a plus.
- Experience in Rental Man a plus.
- Minimum 3 years of experience in business-to-business collections preferred.
- Notary not required to be hired but will be necessary.
Military service will be considered in lieu of education/certification experience as applicable.
Work Environment
- The environment is consistent with that of the front customer service office.
Travel Required
- None
Physical Demands
- In office environment
- Prolonged sitting. Standing occasional
- Reach with hands and arms and talk or hear.
- Must frequently lift and/or move up to 10 pounds.
Other Duties
Please be aware that while this job description provides an overview of the main activities, duties, and responsibilities expected of the employee in this role, it may not encompass every task or requirement. Additionally, the nature of the position necessitates the potential for changes in duties, responsibilities, and activities, which may occur with or without prior notice. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs and organizational objectives.
Additional Eligibility Requirements
At Synergy Equipment, we prioritize the safety and well-being of our employees. To ensure a secure work environment, we require all successful candidates to undergo a drug test and background check before their start date. This policy is in place to maintain the highest standards of safety and security for our team members.
What are the Benefits?
- Medical Insurance
- Health savings accounts with company contributions
- Dental Insurance
- Vision Insurance
- 401(k) and Roth retirement plans with company matching
- Company-paid life and disability insurance.
- Generous paid time off, including vacation and holidays
At Synergy, we support and prioritize professional growth with comprehensive training and ample career advancement opportunities. Our extensive benefits and supportive work environment reflect our commitment to employees' well-being and long-term success.
Ready to advance your career with a team committed to excellence? Apply now to join Synergy Equipment.
Synergy is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.