Branch Administrator - Tampa, FL

Opifex-Synergy•Tampa, FL

1d•Hybrid

About The Position

Opifex-Synergy represents a unique business model in the compact and heavy equipment industry. We offer a diverse range of equipment from leading manufacturers, serving the needs of everyone from large commercial construction firms to local subcontractors and general contractors. The Branch Administrator supports daily branch operations by assisting with customer accounts, collections, and administrative processes. This role includes managing collection calls and payments, monitoring and filing liens and notices of non-payment, resolving customer inquiries and disputes, and supporting credit application processing. The Branch Administrator also coordinates closely with sales by sharing collection updates, handles documentation such as Certificates of Insurance (COIs), reconciles financial reports, and provides general administrative support, including assisting with incoming calls.

Requirements

High school diploma required
Commitment to excellent customer service
Ability to prioritize and manage multiple responsibilities
Goal-oriented with strong attention to detail
Proficient in Microsoft Office, including Excel
Must maintain situational awareness in multi-use work zones with vehicular and equipment traffic

Nice To Haves

Working knowledge of lien laws preferred
NACM certifications or designations are a plus
Minimum of 3 years of experience in business-to-business collections preferred
Notary license not required at hire but must be obtained
Military service will be considered in lieu of education/certification experience as applicable.

Responsibilities

Manage collection calls and account payments
Monitor impending liens and notices of non-payment on a daily basis
Prepare and file liens and notices of non-payment as required
Identify customer disputes and work to resolve issues
Assist customers with questions and resolve issues promptly
Ensure sales representatives receive relevant collection information, including weekly impending lien reports
Contact references to support the processing of credit applications
Assist sales representatives with completing and submitting credit applications
Request and collect Certificates of Insurance (COIs) from customers and forward to corporate
Close cash drawers
Monitor credits and disputes in Salesforce
Assist with answering incoming calls
Review aging reports daily and reconcile posted transactions against aging