Credit & Collections Assistant Position Available In Polk, Florida

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, 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.

ESSENTIAL FUNCTIONS

Build and maintain strong working relationships with customers. Build and maintain strong working relationships with internal department employees, sales staff, and executive management utilizing clear and frequent communication. Assist customers on the phone or via email (address changes, requests for invoice copies, etc.). Update customer account information in the ERP system (name, address changes, etc.). Assist Credit Manager in everyday activities including collection calls, and contacting customers regarding credits or discrepancies with payments. Process credit card payments. Utilize cash collection management consistently to ensure appropriate notes are made on account activity when contacting customers regarding past due invoices or discrepancies with payments. Assist with account reconciliation and resolutions for misapplied cash. Project reconciliations and closeouts of files. Prepare all notice to owners. Prepares release of liens, notice of non-payments, proof of claims, and sworn statements of accounts, as needed. Assist the Credit Manager with start-up approvals as needed. Maintain tax-exempt certificate information. Assist with year-end tax exemption mailer and update. Pull credit reports for Credit Manager to review for new applications and existing customers. Credit analysis of customers utilizing financial statement analysis, credit bureau reports, customer history, and sales staff feedback. Set up new customer accounts in the ERP system. Maintain credit files and customer order files (open & closed). Review invoices for accuracy before mailing and emailing to customers or submitting invoices on customer portals. Verify the correct Florida & county sales surtax charged on orders. Locate any missing paperwork. Perform account/order reconciliation as needed. Serve as a backup to the Receptionist and assist in training when required.

EDUCATION

High school diploma or equivalent (associate’s degree in finance or accounting is a plus).

QUALIFICATIONS

Valid Driver’s License

WORK EXPERIENCE

Administrative experience required Proven experience in credit administration, finance, construction accounting/ project management or related roles

SKILLS AND ABILITIES

Strong organizational skills and attention to detail. Excellent verbal and written communication skills. Ability to manage multiple tasks and prioritize effectively. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Knowledge of credit scoring systems and financial principles. Customer service orientation and problem-solving skills. Ability to manage positive relationships, both internally and externally, and hold teammates and customers accountable. Understanding of Florida sales tax & county discretionary taxes. Knowledgeable in the application of Florida Lien Law, including notice to owner, lien releases, claim of lien, and notice of nonpayment. Eager and willing to learn new things and contribute to our clients culture. #OS3134