Credit & Office Specialist - CRM & QuickBooks Pro

Staffmark Group; Walterboro (SC); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Competitive weekly pay

Medical, dental, vision benefits

Life and disability insurance

401(k) plan (optional)

Supportive team environment

Job summary

Staffmark is hiring a Credit and Office Operations Specialist in Walterboro, SC. The role focuses on managing credit processes, customer service, and office operations to ensure smooth daily activities.

You will process credit applications, verify documents, and use QuickBooks and CRM systems to track data and scheduling. Strong communication and organizational skills are essential for success.

Qualifications

• High school diploma or GED required.
• Proficiency in QuickBooks is required.
• Experience with CRM systems (Monday.com preferred).
• Strong verbal and written communication skills.
• Excellent organizational skills with ability to manage multiple priorities.
• Experience processing loans or financial applications preferred.

Responsibilities

• Open and close the office daily.
• Own credit department processes and workflow.
• Process and review credit applications accurately.
• Ensure all customer documents are complete and filed.
• Verify customer purchases and payment authorizations.
• Submit and manage credit reporting to bureaus.
• Ensure installations include proper photo documentation.
• Use CRM to track applications and data.
• Use QuickBooks for scheduling and financial tracking.
• Attend Zoom meetings with the Los Angeles office.
• Identify efficiencies and build scalable office processes.

Skills

Verbal and written communication

Customer service

Organizational skills

Problem solving

Education

High school diploma or GED

Tools

QuickBooks

Monday.com CRM

Job description

Staffmark is hiring a Credit and Office Operations Specialist in Walterboro, SC. The role focuses on managing credit processes, customer service, and office operations to ensure smooth daily activities.

You will process credit applications, verify documents, and use QuickBooks and CRM systems to track data and scheduling. Strong communication and organizational skills are essential for success.