Credit assistant
2 weeks ago
The Credit Assistant will support the Credit Department in evaluating and managing credit applications, maintaining accurate financial records, and assisting with the overall credit approval process. This role involves close collaboration with credit analysts, sales teams, and customers to ensure efficient and effective credit operations.
salary: $20 - $24 per hour
shift: First
work hours: 8 AM - 4 PM
education: High School
Responsibilities
- Assist Credit Manager in everyday activities including collection calls/ emails.
- Contact & document all delinquent accounts and request payment to bring the account current.
- Process payments (credit cards, checks, ACH & wire payments).
- Maintain established Progress Payment Schedules for larger projects.
- Pull credit reports for Credit Manager to review for new applications or existing customers.
- Maintain and update credit files.
- Set up new customer accounts in P21.
- Manage/ update customer account information in P21, including adjusting credit lines.
- Prepare all Notice To Owners, to include verifying order and sales tax amounts.
- Assist Credit Manager with lien releases and start up approvals.
- Review invoices for accuracy prior to mailing/emailing/submitting via portals to customers. Locate any missing paperwork & maintain customer files.
- Maintain tax-exempt certificate information in P21.
- Assist with year-end tax exemption mailer and update.
- Assist customers on the phone (address changes, requests for invoice copies, etc.).
- Maintain our information on customer portals.
- Serve as backup to Credit Manager in areas assigned.
- Working knowledge of order entry in P21.
- Any other day-to-day matters for the department
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
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