Credit Administrator - Tampa, FL

About the role

Opifex-Synergy is a respected company in the compact and heavy equipment industry, offering a diverse range of equipment to clients ranging from large commercial construction firms to local subcontractors and general contractors. We are committed to fostering a positive work culture and promoting career advancement and professional development.

Responsibilities

• Evaluate credit applications, assess creditworthiness, and monitor accounts.
• Communicate with branch employees regarding credit-related issues and work closely with finance department to mitigate credit risks.
• Research problem addresses and locations using property appraiser databases and county clerk resources.
• Pull credit reports, generate required documentation, upload to SharePoint, and set up customer profiles in Rental Man.
• Aid in updating customer master files, including phone numbers, emails, billing details, and physical addresses.
• Review credit applications to assess the creditworthiness of individuals and businesses.
• Track customer accounts to ensure timely payments and identify emerging issues or delinquencies.
• Ensure adherence to regulatory requirements and company policies governing credit administration.
• Correspond with customers regarding credit decisions, payment arrangements, and resolution of credit-related inquiries.
• Maintain accurate records of credit transactions, approvals, and correspondence for audit and reporting purposes.
• Collaborate with internal departments to address credit-related matters and mitigate financial risk.
• Investigate and resolve discrepancies, billing errors, or disputes related to credit accounts.
• Identify opportunities to streamline workflows, improve efficiency, and strengthen the credit administration function.
• Support sales representatives and branch administrators by answering calls and responding to inquiries.

Requirements

• Commitment to excellent customer service.
• Strong communication skills.
• Goal-oriented with strong attention to detail.
• Proficient in Microsoft Office applications, particularly Excel.
• A high school diploma.
• A practical, working knowledge of relevant lien statutes and requirements.
• 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.
• No supervisory responsibilities.

Qualifications

• Highly adaptable and situational aware.
• Comfortable transitioning between a professional office setting and a more physically active, industrial environment.
• Ability to sit for extended periods, with intermittent standing, walking, or movement throughout the workday.
• Occasional bending, squatting, crouching, reaching, and lifting or carrying of items weighing up to 50 pounds.
• Manual dexterity and visual acuity necessary for using computers, phones, printers, and handling paperwork.
• Ability to communicate effectively in verbal and written form.
• Must maintain situational awareness in dynamic, multi-use work zones with vehicular and equipment traffic.

Skills

• Lien law expertise.
• Property research.
• Credit report processing.
• Customer master data maintenance.
• Credit application review.
• Account monitoring.
• Regulatory compliance.
• Client correspondence.
• Recordkeeping.
• Dispute resolution.
• Process improvement.
• Sales support.

Benefits

• Medical, Dental & Vision Insurance.
• Health Savings Account (HSA) with company contributions.
• 401(k) & Roth retirement plans with company matching.
• Generous paid time off and company paid holidays.
• Company Paid Wellness, Employee Assistance and Discount Programs.
• Boot/PPE Annual Allowance.
• Career Development & Company Paid Training.
• Tool Reimbursement.
• Safety Bonuses.
• Profit Sharing.
• Commission Earning opportunities.