Credit & Customer Relations Assistant

Air Treatment Corporation • Brea, CA

10d • Onsite

About The Position

Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within.

This role manages preliminary notices, lien waivers, and project documentation while assisting with collections, payment processing, and customer account support. Maintains accurate records, coordinates vendor and customer setup requirements, and ensures timely communication with internal teams and customers. Requires strong organizational, analytical, and communication skills, with the ability to work both independently and collaboratively.

Requirements

• Able to work in a fast-paced environment.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Must be self-motivated and able to work independently and as part of a team.
• Ability to communicate with account holders in a courteous manner.
• Demonstrates a strong analytical and problem-solving ability.
• Proficient in Microsoft Office Suite – Intermediate level preferred
• 2 years of related experience, preferably in the HVAC / Construction Industry.
• High School diploma or equivalent.

Nice To Haves

• Experience with Microsoft Business Central and CRM, Collect 365, and Power BI a plus.

Responsibilities

• Manage preliminary notice process, including requesting and reviewing project information, maintaining project files, and printing notices.
• Provide accurate lien waivers to customers promptly upon request.
• Record pertinent data on collection efforts and customer financial status in database, assist team on follow up of payment and orders as requested.
• Collect and maintain insurance certificates for Customers and ATC Vendors.
• Complete vendor information requests as needed to set up new customers.
• Support billing and accounts receivable teams on various duties, including submitting payment applications and processing incoming payments via check, ACH, and credit card.
• Provides customer support in the form of sending statements/invoices as requested.
• Performs other related duties as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED