Credit Operations Specialist

2 weeks ago

Tampa, Florida, United States Synergy Equipment Full time

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

Key Responsibilities
To ensure a smooth workflow, the following essential functions are expected:

  • Process all new credit applications and, upon approval, establish and link accounts within the company’s 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.
  • Update customer accounts in the system and maintain comprehensive records.
  • 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.
  • Manage the tracking and entry of Credit Department expenses, including legal fees.
Qualifications
Applicants should meet the following educational and experiential requirements:
  • 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).
  • Ability to work independently with excellent organizational skills.
  • A Bachelor’s or Associate’s Degree is preferred.
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 role requires prolonged periods of sitting at a desk while working on a computer and using a telephone.

Additional Information
Synergy Equipment is committed to maintaining a safe work environment. All successful candidates will undergo a drug test and background check prior to their start date. We offer a range of benefits, including medical, dental, and vision insurance, retirement options with company match, and opportunities for professional growth and development.

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