Credit Applications Specialist

UMI Stone/Opustone • Naples, FL

1d

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.

Benefits

• Medical
• Dental
• Vision
• Employer Paid Basic Employee Life and AD&D Insurance
• Employer Paid Long Term Disability
• Flexible Spending Accounts
• Voluntary Short-Term Disability
• Voluntary Life and AD&D Insurance
• Voluntary Accident Insurance
• Voluntary Critical Illness Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees