Jobs · Accounting · California

Credit Administrator

Heilind Electronics · Calabasas, CA · 2 wk ago
AccountingFull-time

About the role

The Credit Department manages one of the company's major assets—Accounts Receivable. The Credit Administrator provides direct support to the Credit Department by processing credit reports, bank and trade references, and administrative tasks.

Responsibilities

  • Process credit reports, bank, and trade references with same-day urgency if an order is pending.
  • Process requests for new accounts by ordering credit reports, bank, and trade references; complete same day.
  • Use the Workflow system to track progress of approvals.
  • Maintain all records in the document storage system.
  • Communicate professionally with customers or coworkers to request additional information.
  • Escalate to Credit Analyst if help gathering information is needed or if credit review data is insufficient.
  • Set up and maintain accounts in the ERP system, including address changes and reactivations.
  • Add or update contact information (e.g., A/P, Buyer) and ship-to accounts/divisional records.
  • Communicate credit results to both Sales and Analyst once review is approved.
  • Maintain address information, including handling mail returned by the post office.
  • Respond the same day to incoming requests for trade references.
  • Enter and update tax resale information; store certificates in the document storage system.
  • Process incoming and outgoing mail.
  • Maintain fax machine and printer, including restocking paper, toner, and handling incoming documents.
  • Follow up on fax errors by confirming receipt and seeking new information until successful.
  • Complete the sales tax "U" report by assigned completion dates.
  • Clean out credit files to purge items older than 6 months (retain credit applications or resale information).
  • Assist with projects as assigned by Regional, Corporate, or National Credit Managers.

Requirements

  • Associate or bachelor’s degree in Accounting, Finance, or related field preferred.
  • 2–4 years of credit, accounts receivable, or related accounting experience.
  • High school diploma or equivalent required.
  • Must be able to write effectively.
  • Previous experience with Word, Excel, and Outlook preferred.
  • Strong attention to detail.
  • Good oral and written communication skills.
  • Ability to work in a fast-paced environment.
  • Cooperation with internal and external customers is essential.
  • Ability to prioritize and multitask.
  • Must be a U.S. Person as defined by the International Traffic in Arms Regulations (ITAR)—U.S. citizen, lawful permanent resident (Green Card holder), or an individual granted asylum or refugee status in the United States.

Physical Requirements

  • Sedentary work: exerting up to 10 pounds of force occasionally and/or negligible force frequently.
  • Substantial movements (motions) of the wrists, hands, and/or fingers (e.g., paperwork, typing, using mouse/keyboard).
  • Close visual acuity required for preparing and analyzing data, transcribing, viewing a computer terminal, and extensive reading.
  • Frequent standing, sitting, using computers, reading, writing, typing, operating copy machines, filing paperwork, and using telephones.
  • Reasonable accommodations may be made to enable individuals to perform essential functions.

Working Conditions

Position is not substantially exposed to adverse environmental conditions (typical office or administrative work).

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