Current jobs related to Financial Credit Coordinator - Tampa, Florida - Synergy Equipment

  • Wealth Credit Portfolio Manager

    3 days ago

    Tampa, Florida, United States Truist Financial Full time

    Job Summary:We are seeking a highly skilled Wealth Credit Portfolio Manager to join our team at Truist Financial. As a key member of our credit risk management team, you will be responsible for underwriting complex commercial credit exposures and managing assigned loan portfolios.Key Responsibilities:Manage end-to-end credit delivery process for complex...

  • Financial Services Representative

    7 days ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    Job SummaryAs a Financial Services Representative at Suncoast Credit Union, you will play a critical role in providing exceptional customer service and financial support to our members. This position requires a high level of professionalism, attention to detail, and excellent communication skills.Key ResponsibilitiesProcess a variety of financial...

  • Financial Services Representative

    3 days ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    Job SummaryAs a Financial Services Representative at Suncoast Credit Union, you will play a vital role in providing exceptional service to our members through real-time transaction assistance. This position requires a high level of professionalism, comfort, and friendliness on camera, as you will be interacting with members via video transmission.Key...

  • Financial Services Representative

    4 weeks ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    Financial Representative OpportunityWe are seeking a highly skilled Financial Representative to join our team at Suncoast Credit Union. As a key member of our Member Care Center, you will be responsible for providing exceptional customer service and financial guidance to our members.Key Responsibilities:Provide financial guidance and support to members via...

  • Financial Data Coordinator

    1 week ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Accounting Clerk OpportunityOur client is seeking an experienced Accounting Clerk to join their team. As an integral part of the finance team, the successful candidate will be responsible for processing accounts payable and receivable transactions, maintaining accurate financial records, and providing support in preparing and analyzing financial...

  • Financial Clerk

    4 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable ClerkCompany Overview:Creative Financial Staffing is proud to partner with a distinguished leader in the Tampa market, known for offering employees a stable and fulfilling career path. As a well-established nationwide company, they provide unparalleled opportunities for professional growth. Beyond business success, our client is deeply...

  • Financial Services Representative

    2 days ago

    Tampa, Florida, United States Affinity Federal Credit Union Full time

    Job DescriptionWe are seeking a highly skilled and motivated Part-Time Relationship Specialist to join our team at Affinity Federal Credit Union.About the Role:Build and maintain strong relationships with members to provide exceptional financial support and advice.Open new accounts, enroll new members, process applications, and resolve complex member...

  • Financial Services Representative

    3 weeks ago

    Tampa, Florida, United States Affinity Federal Credit Union Full time

    Job Title: Part-Time Relationship SpecialistWe are seeking a Part-Time Relationship Specialist to join our team at Affinity Federal Credit Union. As a Relationship Specialist, you will be responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach.Key...

  • Financial Audit Manager

    2 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Financial Audit ManagerSt. Petersburg, FloridaCreative Financial Staffing is seeking a highly skilled Financial Audit Manager to join our team. As a key member of our finance department, you will be responsible for overseeing all aspects of internal and external financial reporting.Key Responsibilities:Coordinate and prepare the Annual Comprehensive...

  • Financial Audit Manager

    1 month ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Financial Audit ManagerJoin Creative Financial Staffing in St. Petersburg, Florida, as we seek a highly skilled Financial Audit Manager to lead our Finance Department's internal and external financial reporting efforts.About the Role:Oversee all aspects of financial reporting, ensuring compliance with GAAP and regulatory requirements.Coordinate and prepare...

  • Financial Operations Associate

    1 week ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable ClerkJob Summary:The Accounts Receivable Clerk will be responsible for ensuring the accurate preparation of cash deposits, processing invoices, and maintaining precise financial records. This role is key in supporting the overall financial health of the organization while providing timely support to internal and external stakeholders.Key...

  • Financial Audit Director

    2 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Financial Audit ManagerSt. Petersburg, FloridaWhy choose this Financial Audit Manager role?Be part of a dynamic organization with a strong focus on long-term success.Contribute to a large-scale ERP implementation, driving process improvements and innovation.Work in a collaborative environment with a supportive team and access to cutting-edge tools and...

  • Financial Audit Director

    4 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Financial Audit ManagerSt. Petersburg, FloridaWhy choose this Financial Audit Manager role?Be part of a dynamic organization with a strong focus on long-term success.Contribute to a large-scale ERP implementation, driving process improvements and innovation.Work in a collaborative environment with a supportive team and access to cutting-edge tools and...

  • Credit Support Services Manager

    1 week ago

    Tampa, Florida, United States Bank of Tampa Full time

    Job SummaryThe Credit Support Services Manager is responsible for overseeing the preparation, processing, and servicing of consumer, residential, and commercial loan documentation. This includes managing document preparation, processing, and servicing, as well as accounting and reporting functions. The ideal candidate will have a strong background in banking...

  • Financial Manager

    4 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Controller OpportunityCreative Financial Staffing is seeking a highly skilled Controller to join our client's team in Tampa, FL.About the Role:Manage all financial reporting for the division, ensuring accuracy and compliance with GAAP standards.Develop and maintain internal controls to safeguard company assets and ensure financial stability.Prepare monthly,...

  • Senior Financial Reporting Manager

    1 week ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    **Financial Audit Manager Opportunity**Creative Financial Staffing is seeking a highly skilled Financial Audit Manager to join our team.**Key Responsibilities:**Oversee all aspects of internal and external financial reporting for the Finance Department.Coordinate and prepare the Annual Comprehensive Financial Report (ACFR), ensuring compliance with...

  • Financial Manager

    4 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Controller Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled and experienced Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the financial operations of our non-profit organization.Key Responsibilities:Financial Planning and Analysis: Prepare and analyze financial...

  • Financial Manager

    2 weeks ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    Controller Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled and experienced Controller to join our team. As a key member of our finance department, the Controller will play a critical role in ensuring the financial health and stability of our organization.Responsibilities:Prepare and analyze financial statements and reports for...

  • Portfolio Manager

    2 weeks ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    Job Title: Portfolio ManagerJoin Suncoast Credit Union, a top-rated workplace in Tampa Bay, as a Portfolio Manager. As a key member of our commercial lending team, you will oversee the existing commercial and small business loan portfolio, ensuring the credit union's financial stability and growth.Key Responsibilities:Underwrite new loan requests, renewals,...

  • Portfolio Manager

    4 weeks ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    Job Title: Portfolio ManagerAt Suncoast Credit Union, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for overseeing the existing commercial and small business loan portfolio, ensuring that all loan requests are thoroughly underwritten and processed in a timely manner.Key...

Financial Credit Coordinator

2 months ago

Tampa, Florida, United States Synergy Equipment Full time

Position Overview
The Credit Operations Specialist plays a vital role in managing the credit application process, which includes obtaining credit reports, contacting trade references, and reviewing necessary documentation such as Certificates of Insurance (COI) and Tax-Exempt Certificates. This role also provides comprehensive administrative support to the Credit Department, Sales, and Branch Operations teams.

Key Responsibilities
To accommodate individuals with disabilities, reasonable adjustments may be made to enable them to perform the following essential functions:

  • Process all new credit applications and, upon approval, establish and link accounts within our Dealer and Rental systems.
  • Conduct thorough research on trade references, including obtaining credit reports and making necessary calls.
  • Monitor the company's aging accounts to identify potential collection issues and recommend actions to mitigate credit risk.
  • Ensure that customers maintain appropriate insurance coverage and keep accurate records.
  • Maintain customer records and update any changes in our systems.
  • Provide full administrative support to the Credit Department, Sales Team, and Branch Operations.
  • Track and report on credit applications for the Sales Management team monthly.
  • Document and track other Credit Department expenses, including legal fees.
Qualifications
To be successful in this role, candidates should possess:
  • A minimum of 3 years of experience in Business to Business credit and collections, preferably in the construction sector.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Excellent organizational skills and the ability to work independently.
  • A Bachelor’s or Associate’s Degree is preferred.
Military service may be considered in lieu of education or certification experience where applicable.

Work Environment
The work environment is typical of an office setting, involving the use of computers, telephones, and other office equipment. Employees may experience interruptions throughout the workday.

Travel Requirements
Minimal travel may be requested by the Credit Manager to branch locations.

Physical Demands
This position requires prolonged periods of sitting at a desk, utilizing a computer and telephone.

Additional Information
While this job description outlines the primary activities, duties, and responsibilities expected of the employee, it may not encompass every task or requirement. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs.

Benefits
Synergy Equipment values its employees and their families, offering a range of benefits including medical, dental, and vision insurance; health savings accounts; 401(k) and Roth retirement options with company match; Life and Disability Insurance; and Paid Time Off, which includes vacation and paid holidays. We are committed to fostering professional growth and development through comprehensive training programs and career advancement opportunities.