Credit Admin

About the role

An organization in the East of Pittsburgh is in need of a temporary-to-hire Credit Admin Clerk.

Responsibilities

• Review equipment trade-ins to verify ownership and determine whether any loans, financing agreements, or lender claims are attached to the equipment before transactions are finalized.
• Research and document any outstanding financial obligations associated with customer trade-ins.
• Set up new customer accounts and maintain accurate account information in the company system.
• Process credit card payments and ensure payment records are entered accurately.
• Provide administrative support to the Credit and Accounts Receivable department, including assisting with overflow work and account-related documentation.
• Enter and update customer data while maintaining accurate records.
• Organize and maintain financial and customer files.
• Support the team with general administrative and customer account functions.

Requirements

• High school diploma or equivalent required; Associate's degree preferred.
• 1+ years of administrative, accounts receivable, credit, banking, customer service, or office support experience.
• Strong attention to detail and ability to work accurately with customer and financial information.
• Comfortable reviewing documentation and researching ownership or financing information on equipment and customer accounts.
• Experience with data entry and maintaining accurate records.
• Proficient in Microsoft Office, particularly Excel, Outlook, and Word.
• Strong organizational, communication, and problem-solving skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Professional and customer-focused approach when interacting with internal and external stakeholders.
• Experience processing payments, setting up customer accounts, or supporting a Credit and Accounts Receivable department is preferred.
• Ability to handle confidential financial information with discretion.