Credit Assistant
TEC Equipment
Credit Assistant
The Credit Assistant will work with the Credit Analyst's to process and prepare all incoming credit applications for review, demonstrating a sense of urgency and exhibiting the highest levels of professionalism and customer service at all times. Accurate work is essential to establish trust with vendors and internal customers.
The person in this position must embody company values: Teamwork, Entrepreneurship, and Customer Focus and be committed to providing a high level of support to internal customers so better enable managers and employees to fulfill TEC Equipment's Customer Commitment to be recognized by customers as their Best Business Partner.
Responsibilities
- Manage administrative tasks for the team (i.e., incoming and outgoing mail, address changes, invoice copies, answering the phones, filing, other as assigned).
- Set up all accounts in C.D.K. and Enrich. Responsible for ensuring collection of all information necessary to correctly establish accounts; work with branches as needed to obtain this information.
- Process and manage all incoming credit applications. Work with customers to ensure minimum information and requirements are met and work with Credit Analysts to provide information necessary to approve or decline credit applications. Send welcome packet or denial to customer and notify branches as needed.
- Daily Credit Card Reconciliation for the Department.
- Other support and administrative functions as assigned.
Qualifications
- High School diploma or GED equivalent
- Minimum two years customer service experience.
- Proficient with all required computer programs to perform work with high efficiency.
- Strong attention to detail with ability to identify patterns/trends/problem areas
- Highly organized with ability to multitask while maintaining a high level of productivity and accuracy of work
- Identifies efficiencies and builds them into the process in order to maximize productivity
- Committed to excellent customer service
Benefits
TEC provides our employees and their families with a full menu of health, wellness, and retirement benefits.
New hires are eligible to participate in TEC Equipment's comprehensive benefits plan the first of the month following your date of hire.
- Choice of two comprehensive medical plan options that include prescription drug coverage
- Choice of two dental plans that cover preventative and diagnostic care, basic and major services, and orthodontia for children
- Vision care, discounted hearing exams, and hearing aids
- 401(k) retirement savings plan with company contribution
- Life, accident, and disability insurance
- Employee Assistance Program (EAP)
- Education assistance
- Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick
Statements
All offers of employment are contingent upon successful completion of all applicable screenings.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$70.35k - $205.8k
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