Credit Administrator

Heilind Electronics; Calabasas (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Heilind Electronics is seeking a Credit Administrator to support the Credit Department by processing credit reports, references, and administrative tasks. The role involves handling ERP records, communicating with customers, and ensuring timely credit decisions.

Key duties include processing reports, setting up accounts, maintaining records, and escalating issues to Credit Analysts as needed, with a focus on accuracy and speed in a fast-paced environment.

Qualifications

• Previous office experience preferred.
• High school diploma or equivalent.
• Experience with Word, Excel and Outlook.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment.
• Cooperation with internal and external customers.

Responsibilities

• Process credit reports and bank/trades with same-day urgency when orders are pending.
• Set up and maintain accounts in ERP; update contact information.
• Communicate credit results to Sales and Analysts.
• Maintain records in document storage; process mail.
• Respond to trade reference requests the same day.
• Escalate to Credit Analyst when information is missing.
• Use Workflow system to track approvals.
• Manage address changes and ship-to accounts.
• Handle tax resale information and store certificates.
• Maintain fax and printer; resolve fax errors.
• Periodic tasks: complete sales tax reports by deadlines.

Skills

Office experience

MS Office

Attention to detail

Communication skills

Prioritization

Multitasking

Customer cooperation

Fast-paced environment

Education

Associate or bachelor's degree in accounting

Finance background

2-4 years AR/credit experience

Tools

ERP system

Workflow system

Document storage system

Microsoft Office

Job description

Job Summary

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. Duties also include telephone calls, data entry, scanning, faxing and records retention.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Other duties as assigned.

Reporting relationships: Reports to Regional Credit Manager

Daily Functions

• Process credit reports, bank & trades with same-day URGENCY if order is pending.
• Process requests for new accounts by ordering credit reports, bank & trades; same day.
• Use of Workflow system to track progress of approvals.
• Maintain all records in our document storage system
• Professional communication with customers or coworkers as to additional info needed.
• Escalate to Credit Analyst if help gathering information is needed or credit review is coming up too small or nothing is available.
• Set up and maintenance of accounts in ERP system including address changes and reactivations.
• Adding contact information if provided, such as A/P, Buyer, etc.
• Adding/changing ship to accounts and divisional records.
• Communicate credit results to both Sales and Analyst once review is approved.
• Maintenance of address information, such as mail returned by post office.
• Must respond the same day to incoming requests for trade references.
• Entering and update of tax resale information, store certificates in document storage system.
• Process incoming and outgoing mail.
• Maintain fax machine and printer including paper, toner, and incoming documents.
• Follow up on fax errors by dialing # to confirm and seeking out new info until able to send.

Periodic Functions

• Complete sales tax "U" report by assigned completion dates.
• Cleaning out credit files to purge items older than 6 months (keep any credit app or resale info you find).
• Projects as needed -- assigned by Regional, Corporate or National Credit Managers.

Education/Experience

Associate or bachelor's degree in accounting, Finance, or related field preferred.

2--4 years of credit, accounts receivable, or related accounting experience.

Technical Skills

SKILLS AND REQUIREMENTS

• Work experience: Previous office experience preferred.
• General education or equivalent: High school diploma or equivalent
• Must be able to write effectively.
• Previous experience with Word, Excel and Outlook preferred. Attention to detail is very important.
• Good oral and written communication skills
• Ability to work in a fast-paced environment
• Cooperation with internal and external customers a must
• Ability to prioritize
• Multi-tasking is a must

Other Requirements

• Must be a U.S. Person as defined by the International Traffic in Arms Regulations (ITAR) -- meaning a U.S. citizen, lawful permanent resident (Green Card holder), or an individual granted asylum or refugee status in the United States.

Physical Requirements

While performing the duties of this job the employee is often required to stand, sit, use computers, read, write, type, use copy machines, file paperwork, use telephones, and utilize written and oral communication to interact with clients, co-workers, and customers. Reasonable accommodations may be made to enable individuals to perform the essential functions of this job.

Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Substantial movements (motions) of the wrists, hands, and/or fingers (paperwork, typing, using mouse/keyboard). The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Working Conditions

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

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled