Credit Applications Specialist

POSITION OVERVIEW

The Credit Representative is responsible for the CreditApp Inbox and entering accounts in IMS & QuickBooks. This position is expected to have good Customer Service acumen, Data Entry and the ability to communicate in a pleasant, helpful and courteous manner. This position is expected to evolve over time as the company grows and business needs change.

KEY RESPONSIBILITIES:

• Monitor and act on incoming emails and resolve any same-day requests.


• Enter new marketing and / or customers into IMS and QuickBooks as required.


• Communicate with Sales, Branch Managers, Accounts Receivable and others regarding account setups, documentation requirements, and credit-related inquiries.


• Ensure that permission is granted on updates to Customer and / or Marketing accounts.


• Provide support to the Accounts Receivable team as needed


• Keep CreditApp inbox organized and ensure anyone can go in and find what is needed on the team.


• Save all documentation as per procedures provided in multiple locations on the system.


• Maintain communication with other departments/offices/salespersons to address areas for improvement. Serve as a reliable point of contact to support accurate and timely information flow.


• Proactively recommend solutions and assist with implementing changes. Nurture, build and maintain trusting, ethical and collaborative relationships across the organization.


• Ensure a high level of accuracy in all data entry within IMS, QuickBooks, and related systems, minimizing errors and maintaining data integrity.


• Ensure all required credit documentation is complete, accurate, and properly filed in the appropriate folders within the credit inbox and public account drive for easy retrieval.


• Adhere to established turnaround times and service-level expectations for credit-related requests.

EXPERIENCE & QUALIFICATIONS:

• Strong data entry skills with a high level of accuracy and attention to detail


• Proficient in QuickBooks.


• Syspro Knowledge is a plus.


• Prior experience with accounts receivable, and collections required


• EXCEPTIONAL organization, time-management, and planning skills


• Energetic and confident in engaging with business owners and staff


• Very strong interpersonal communication skills


• Bilingual (English/Spanish) a plus.


• Good mathematical skills with experience using Microsoft Office software with an emphasis on Outlook and Excel.


• High school diploma or equivalent required. Bachelor’s degree preferred.


• We are drug-free workplace and an EEO employer

SKILLS & COMPETENCIES:

• Communication Skills - Verbal Communication, Listening, Negotiation, Persuasion, Writing Skills


• Critical Thinking - Adaptable, Flexible, Problem Solving, Desire to Learn


• Positive Attitude - Cooperation, Courteous, Friendly, Honest, Respectful


• Teamwork - Collaborative, Team Player, Accept Feedback, Customer Service, Emotional Intelligence, Interpersonal Skills


• Work Ethic - Multi-tasking, Organization, Time management & Efficiency, Strategic Planning, Results Oriented

BENEFITS
Medical
Dental
Vision
Employer Paid Basic Employee Life and AD&D Insurance
Employer Paid Long Term Disability
Flexible Spending Accounts
Voluntary Short-Term Disability
Voluntary Life and AD&D Insurance
Voluntary Accident Insurance
Voluntary Critical Illness Insurance

EEO
At Construction Resources, our people are the driving force behind everything we do. Construction Resources is an equal opportunity employer that aspires to be the best in the business by building an associate experience that celebrates growth, development, and purpose.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to speak or hear. The employee is frequently required to sit for extended periods of time, stand, walk, climb stairs, use hands to finger, handle or feel, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

POSITION TYPE/EXPECTED HOURS OF WORK
This is a full-time position that requires overtime as business needs dictate.

OTHER DUTIES
Please note: this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

PRIVACY NOTICE
We value your privacy and want to ensure transparency regarding the collection and processing of your personal data. As part of our recruitment process, we require your explicit consent to collect, store, and process your personal information, including but not limited to your resume, contact details, professional experience, and other relevant data.

This data will be used solely for recruitment and hiring purposes in accordance with our privacy policy and applicable data protection regulations. Your information will be stored securely and will not be shared with third parties without your consent.

By submitting your application, you agree to the collection and processing of your personal data for the purposes stated above. You may withdraw your consent at any time by contacting us at [email protected].