Credit Administrator - Daytona, FL

Opifex-Synergy
  • Daytona Beach, Florida
    30+ days ago

    Job Description

    Are you seeking a rewarding role with a respected company? Join Opifex-Synergy where we offer career advancement and professional development in a collaborative, supportive environment. We value teamwork and foster a positive work culture.

    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.

    A credit administrator is responsible for assisting in the credit approval process within the organization. Their duties typically include evaluating credit applications, assessing creditworthiness, monitoring accounts, and ensuring compliance with regulations and internal policies. They may also communicate with branch employees regarding credit-related issues and work closely with other departments, such as finance, to mitigate credit risks.

    Essential Functions

    • Lien law expertise - Full understanding of lien laws in all operating states, including statutory timelines, releases, lien filings, and bond claim procedures.
    • Property research - Research problem addresses and locations using property appraiser databases and county clerk resources.
    • Credit report processing - Pull credit reports, generate required documentation, upload to SharePoint, and set up customer profiles in Rental Man.
    • Customer master data maintenance - Assist with updates to customer master files, including phone numbers, emails, billing details, and physical addresses.
    • Credit application review - Review credit applications to assess the creditworthiness of individuals and businesses.
    • Account monitoring - Track customer accounts to ensure timely payments and identify emerging issues or delinquencies.
    • Regulatory compliance - Ensure adherence to regulatory requirements and company policies governing credit administration.
    • Client correspondence - Correspond with customers regarding credit decisions, payment arrangements, and resolution of credit‑related inquiries.
    • Recordkeeping - Maintain accurate records of credit transactions, approvals, and correspondence for audit and reporting purposes.
    • Cross‑department collaboration - Work closely with internal departments to address credit‑related matters and mitigate financial risk.
    • Dispute resolution - Investigate and resolve discrepancies, billing errors, or disputes related to credit accounts.
    • Process improvement - Identify opportunities to streamline workflows, improve efficiency, and strengthen the credit administration function.
    • Sales support - Answer calls and respond to inquiries from sales representatives and branch administrators.

    Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.Required Education and Experience

    • Commitment to excellent customer service
    • Strong communication skills
    • Ability to prioritize and manage multiple responsibilities.
    • Goal-oriented with strong attention to detail.
    • Proficient in Microsoft Office applications, particularly Excel.
    • High School diploma
    • A practical, working knowledge of relevant lien statutes and requirements.
    • Experience in Rental Man a plus.
    • Minimum 3 years of experience in business-to-business collections preferred.
    • Notary commissioning is not required at the time of hire; however, obtaining it will be necessary to perform the responsibilities of the position.

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

    • None

    Work Environment

    • Primarily based in a corporate office environment.
    • Climate-controlled workspace equipped with standard office tools, including computers, phones, and business systems.
    • Frequent interaction with customers, vendors, and internal staff both in person and through phone/email.
    • Regular collaboration across departments.
    • Periodic visits may involve visits to construction sites or operational locations to support business needs.
    • Occasional exposure to moderate noise, dust, or active work environments during site or construction visits.
    • Construction or site visits may involve exposure to seasonal weather conditions such as heat, cold, rain, or wind.
    • Must be comfortable transitioning between a professional office setti

    Numbers & Facts

    LocationDaytona Beach, Florida

    Skills

    • Administrative Skillsunmatched
    • Billingunmatched
    • Business Modelunmatched
    • Business Solutionsunmatched
    • Business Supportunmatched
    • Business-to-Business (B2B)unmatched
    • Commercial Constructionunmatched
    • Communication Skillsunmatched
    • Constructionunmatched
    • Credit Analysisunmatched
    • Credit Processingunmatched
    • Credit Reportsunmatched
    • Credit Riskunmatched
    • Credit and Collectionsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Riskunmatched
    • Heavy Equipment/Vehiclesunmatched
    • Identify Issuesunmatched
    • Legalunmatched
    • Liensunmatched
    • Maintain Complianceunmatched
    • Microsoft Officeunmatched
    • Microsoft SharePointunmatched
    • Operational Supportunmatched
    • Past Due Accountsunmatched
    • Policy Developmentunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Real Estate Appraisalsunmatched
    • Reconciliationunmatched
    • Record Keepingunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Rentalsunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Supportunmatched
    • Team Playerunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched

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