Administrative Assistant

CSM Companies, Inc. - Kenworth; Madison (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

A financial services provider in Madison, WI seeks an Administrative Assistant to perform day-to-day operational tasks. The role includes managing financial transactions, assisting in loan processing, and ensuring effective communication with customers. Candidates should possess an Associate's degree in Accounting and have strong organizational and attention-to-detail skills. Proficiency in Excel is preferred, along with the ability to handle multiple tasks in a dynamic environment.

Qualifications

• Associate’s degree in Accounting or related field required.
• Prior experience in equipment financing or leasing is a plus.
• Strong organizational skills and attention to detail.

Responsibilities

• Process various transactions for financial services and truck leasing businesses.
• Administer loan processing including scheduling ACH batches and collections.
• Create new customer records from incoming credit applications.

Skills

Organizational skills

Attention to detail

Excellent communication skills

Ability to prioritize tasks

Education

Associate’s degree in Accounting or related field

Tools

Excel

Job description

Summary

The Administrative Assistant is responsible for day to day administrative duties of CSM Financial under the direction of the Finance Associate.

Responsibilities

• Process various transactions for financial services and truck leasing businesses
• Support business leaders to improve process efficiency
• Perform other related tasks as assigned by the business segment leadership

Duties

• Administer fuel tax reporting, investigate and approve invoices, vehicle titling and registration, etc.
• Administer loan processing including scheduling ACH batches, NSF payment reversals, loan modifications, collections, etc.
• Deposit check receipts
• Process rental check-outs and check-ins
• Create new customer records from incoming credit applications
• Other office duties as assigned

Qualifications

• Associate’s degree in Accounting or related field required
• Prior experience in equipment financing or leasing is a plus
• Good understanding and knowledge of common accounting concepts
• Ability to learn systems applications
• Preferred software experience: Excel
• Strong organizational skills
• Attention to fine detail and accuracy
• Excellent written, verbal, and customer communications skills
• The ability to prioritize and handle several tasks simultaneously

Work Environment, Physical Demands

• Ability to sit, stand, bend, kneel, stoop and lift/move up to 25 lbs. on a regular basis
• Ability to work in a dealership environment to include 8 - 12 hour days with frequent exposure to weather elements

CSM Job Standards Accountabilities

• Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
• Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
• Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
• Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
• Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
• Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
• Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

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.