Credit Administrative Assistant

Custom Truck One Source • Kansas City, MO • 1d ago

EXTRAORDINARY PEOPLE. EXCITING POSSIBILITIES. GREAT OPPORTUNITY.

Custom Truck One Source has changed the way the industry looks at specialized trucks and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source.

Position Overview:

The Credit Administrative Associate will provide the Credit Department with essential office support with a primary focus on managing the Credit Email Inbox and performing other credit-related clerical tasks. This role is crucial for the effective distribution of incoming credit emails, coordination of correspondence, and maintenance of documents and records. The ideal candidate will be accessible, dependable, attention to detail. and able to work with a sense of urgency in a high demanding environment.

Essential Duties and Responsibilities:

Outlook Email Management: Open, evaluate in detail, and distribute incoming Credit emails to Credit Representatives, Credit Analysts, Credit Supervisors, and other departments as needed.

Manage & Maintain Credit Application Tracker

Doucware Record Keeping: Maintain and organize files and documents in Docuware.

COD Processing: Set up, complete, and file COD applications in Salesforce; update and file documents in the Docuware filing system. Work with the Tax Department and branches regarding COD and tax-exempt accounts

M3 Orders: Review, release, hold transactions in the ERP System (M3); Communicate with AR/Sales regarding Codes.

Maintain MyCOI 3rd Party Portal Pull COI's from DW Credit Tab, Register in MyCOI, file in DW, note account in salesforce for information updates.

Coordination: Work with Marketing & Auction team to update accounts from prospect to customer.

Customer Account Management: Review and process master data changes, update customer accounts and notes in Salesforce. Backup for vendor forms.

Internal Credit Meeting: Will take notes, then send summary of information to the team. Add any updated policy or process to credit job aid and credit response sheet.

IT Support: Request internal IT tickets for system-related issues as needed.

Compliance: Stay updated with accounting/finance systems and AR processes, including SOX compliance. Work with and in Credit Limit Report.

Collaboration: Work Closely with Credit co-workers, AR, Cash Department, Sales and Branches.

Internal Communication: Initiate contact with internal credit personnel, branches, and sales staff to ensure timely communication of requests.

Additional Duties: Accept additional tasks or projects as assigned by management.

Required Skills and Qualifications:

Availability: Must be available during the "core" work hours of 8:00 AM to 5:00 PM, Monday through Friday. Occasional overtime Pacific Standard Time Zone (PST). OT could be required to complete tasks or meet business needs. Position is based at the CTOS Kansas City, MO-Front Street Office. As needed remote work possibilities.

Education: High school diploma and or college associates degree.

Experience: Minimum of 4-5 years as an administrative assistant in a high-volume department.

Technical Skills: Proficient in typing 65 WPM, Organization MS Office MS Word, Excel, and Outlook.

Organizational Skills: Highly organized, detail-oriented, and able to handle a high volume of email and tasks with urgency.

Work Ethic: Dependable, proactive, and able to adjust priorities quickly. Team Player with high level of dedication.

Communication Skills: Comfortable communicating with customers in a metrics-driven environment. Excellent verbal and written communication skills.

Technological Adaptability: Ability to navigate multiple technologies, systems, while engaging and managing the credit inbox.

Decision-Making: Effective communication, decision-making, and problem-solving skills.

Critical Thinking: Think critically to solve issues and exercise independent judgment.

Time Management: Effective time management skills. Must be able to adapt to fast-paced, fast-changing environment.

Physical Requirements:

Sitting: Required to sit for extended periods.

Movement: standing, walking, climbing stairs, and use of hands and arms, occasional lifting or moving up to fifteen pounds.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

BENEFITS

401(k) with Employer Match

Competitive Health Care

Dental, Vision, and Life Insurance

Paid Vacation, Sick and Holidays

STD/ LTD

Partner Discounts

Investment in Employee Development

Custom Truck One Source is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any @type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Please note that we do not offer sponsorship for work authorization. Only candidates authorized to work in United States without the need for sponsorship will be considered for this position.

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