Credit & Customer Relations Assistant

Credit & Customer Relations Assistant Brea, CA Job Details Full-time $55,000 - $70,000 a year 1 hour ago Benefits Opportunities for advancement Qualifications Record keeping Accounts receivable Customer communication Power BI Data visualization software proficiency Customer service Mid-level Credit card payment processing Databases High school diploma or GED Client invoicing Analysis skills HVAC Organizational skills ACH Construction CRM system proficiency Productivity software Data collection Communication skills

Full Job Description Description:

Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high-quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within.

Credit & Customer Relations Assistant Salary:

Non-Exempt -

Paid Weekly Hiring Manager:

Miranda McKissack Location:

Brea, CA Estimated Pay Range:

$55,000.00 - $70,000.00

Job Summary:

This role manages preliminary notices, lien waivers, and project documentation while assisting with collections, payment processing, and customer account support. Maintains accurate records, coordinates vendor and customer setup requirements, and ensures timely communication with internal teams and customers. Requires strong organizational, analytical, and communication skills, with the ability to work both independently and collaboratively.

Supervisory Responsibilities:

None.

Duties/Responsibilities:

Manage preliminary notice process, including requesting and reviewing project information, maintaining project files, and printing notices. Provide accurate lien waivers to customers promptly upon request. Record pertinent data on collection efforts and customer financial status in database, assist team on follow up of payment and orders as requested. Collect and maintain insurance certificates for Customers and ATC Vendors. Complete vendor information requests as needed to set up new customers. Support billing and accounts receivable teams on various duties, including submitting payment applications and processing incoming payments via check, ACH, and credit card. Provides customer support in the form of sending statements/invoices as requested. Performs other related duties as requested.

Requirements:

Required Skills/Abilities:

Able to work in a fast-paced environment. Excellent organizational skills and attention to detail. Excellent written and verbal communication skills. Must be self-motivated and able to work independently and as part of a team. Ability to communicate with account holders in a courteous manner. Demonstrates a strong analytical and problem-solving ability. Proficient in Microsoft Office Suite - Intermediate level preferred Experience with Microsoft Business Central and CRM, Collect 365, and Power BI a plus.

Education and Experience:

2 years of related experience, preferably in the HVAC / Construction Industry. High School diploma or equivalent.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. At Air Treatment Corporation, we are committed to growth, innovation, and excellence. As leading experts in

HVAC & R

solutions, we recognize that the success of our team drives the success of our company. This is echoed in our commitment to a workplace built on fairness, professionalism, and opportunity, ensuring that every team member is valued. Join our team and contribute your unique skills and perspectives to help us continue delivering industry-leading solutions.