Credit Applications Specialist

UMI Stone/Opustone•Naples, FL

11h

About The Position

The Credit Representative is responsible for the CreditApp Inbox and entering accounts in IMS & QuickBooks. This position is expected to have good Customer Service acumen, Data Entry and the ability to communicate in a pleasant, helpful and courteous manner. This position is expected to evolve over time as the company grows and business needs change.

Requirements

Strong data entry skills with a high level of accuracy and attention to detail
Proficient in QuickBooks.
Prior experience with accounts receivable, and collections required
EXCEPTIONAL organization, time-management, and planning skills
Energetic and confident in engaging with business owners and staff
Very strong interpersonal communication skills
Good mathematical skills with experience using Microsoft Office software with an emphasis on Outlook and Excel.
High school diploma or equivalent required.

Nice To Haves

Syspro Knowledge is a plus.
Bilingual (English/Spanish) a plus.
Bachelor’s degree preferred.

Responsibilities

Monitor and act on incoming emails and resolve any same-day requests.
Enter new marketing and / or customers into IMS and QuickBooks as required.
Communicate with Sales, Branch Managers, Accounts Receivable and others regarding account setups, documentation requirements, and credit-related inquiries.
Ensure that permission is granted on updates to Customer and / or Marketing accounts.
Provide support to the Accounts Receivable team as needed
Keep CreditApp inbox organized and ensure anyone can go in and find what is needed on the team.
Save all documentation as per procedures provided in multiple locations on the system.
Maintain communication with other departments/offices/salespersons to address areas for improvement.
Serve as a reliable point of contact to support accurate and timely information flow.
Proactively recommend solutions and assist with implementing changes.
Nurture, build and maintain trusting, ethical and collaborative relationships across the organization.
Ensure a high level of accuracy in all data entry within IMS, QuickBooks, and related systems, minimizing errors and maintaining data integrity.
Ensure all required credit documentation is complete, accurate, and properly filed in the appropriate folders within the credit inbox and public account drive for easy retrieval.
Adhere to established turnaround times and service-level expectations for credit-related requests.