Job Posting for Credit Administrator at Synergy Equipment

The Credit Administrator position is responsible for processing all credit applications including pulling credit reports and calling trade references, reviewing Certificates of Insurance (COI) and Tax-Exempt Certificates, and full administrative support of the Credit Department, Sales and Branch Operations teams.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform Responsible for processing all new credit applications and upon approval establishing and linking the account within our Dealer and Rental systems

Research trade references including pulling credit reports and calling references
Monitor entire company aging identifying adverse collection issues and recommending appropriate actions to minimize credit risk
Responsible for ensuring customers have proper insurance coverage and maintaining the files
Responsible for maintaining customer records and updating any changes to accounts in our systems

Full administrative support to the Credit Department, Sales Team and Branch Operations
Tracking and reporting of credit applications for Sales Management team on a monthly basis
Tracking and entry of other Credit Dept expenses including legal fees

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Required Education and Experience

Minimum 3 years Business to Business credit and collections experience in the construction industry
Excellent verbal and written communication skills
Proficient with Microsoft Office (Word, Excel, PowerPoint)
Self-directed and excellent organizational skills
Bachelors or Associates Degree preferred

Military service will be considered in lieu of education/certification experience as applicable.

Supervisory Responsibilities

None

Work Environment

Environment is consistent with that of an office environment, using a computer, telephone, and other office equipment. May encounter interruptions throughout the workday office environment.

Travel Required

Minimal – travel may be requested by Credit Manager to branch location

Affirmative Action/EEO statement

Synergy is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Physical Demands

Prolonged periods of sitting at a desk, working on a computer and telephone.

Other Duties

Please be aware that while this job description provides an overview of the main activities, duties, and responsibilities expected of the employee in this role, it may not encompass every task or requirement. Additionally, the nature of the position necessitates the potential for changes in duties, responsibilities, and activities, which may occur with or without prior notice. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs and organizational objectives.

Additional Eligibility Requirements

At Synergy Equipment, we prioritize the safety and well-being of our employees. To ensure a secure work environment, we require all successful candidates to undergo a drug test and background check before their start date. This policy is in place to maintain the highest standards of safety and security for our team members.

What are the Benefits?

Synergy Equipment values its employees and their families. Because of this we offer many benefits to our employees. These include 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 that includes vacation and paid holidays.

At Synergy, we are committed to fostering professional growth and development. We provide comprehensive training programs to equip our employees with the skills they need to excel in their roles. Moreover, we prioritize offering career growth opportunities, allowing individuals to progress and advance within the company.

By offering these extensive benefits, fostering a supportive work environment, and investing in our employees' development, Synergy Equipment demonstrates its dedication to the overall well-being and long-term success of our employees.

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Credit Administrator

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