Credit Support Specialist

Paylocity; Chino, Northern (CA, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Paylocity is seeking a Credit Support Specialist to provide administrative and operational support to the Credit & Collections Department. The role includes maintaining customer account records, processing credit documentation, and responding to inquiries, while supporting lien notice preparation and delivering excellent service.

The position emphasizes data accuracy, confidentiality, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Proficient in Microsoft Office applications and able to learn company software.

Responsibilities

• Assist in maintaining customer account records and processing credit documentation.
• Respond to credit reference inquiries and support lien notice preparation.
• Maintain organized electronic and physical filing systems for credit documents.
• Assist with accounts receivable records and updating contact information.
• Monitor and respond to department emails and phone messages daily.
• Provide exceptional service to internal and external customers.

Skills

Microsoft Office

Organizational skills

Time management

Attention to detail

Oral and written communication

Analytical and problem-solving

Basic math skills

Confidentiality

Learning software/tools

Education

High school diploma or GED

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Description

The Credit Support Specialist provides administrative and operational support to the Credit & Collections Department. This position assists with maintaining customer account records, processing credit documentation, responding to customer and credit reference inquiries, and supporting lien notice preparation. The Credit Support Specialist plays a key role in ensuring accurate credit records and providing exceptional internal and external customer service.

Requirements

Preferred Qualifications

• Bilingual (English/Spanish) preferred.
• Knowledge of the building materials distribution industry.
• Familiarity with residential and commercial construction projects.
• Previous administrative, accounts receivable, or credit department experience preferred.

Physical Requirements

• Ability to sit for extended periods while performing computer-based work.
• Frequent use of a computer, telephone, and other office equipment.
• Ability to communicate effectively in person, by phone, and through written correspondence.
• Occasional lifting of files, records, or office materials up to 20 pounds.
• Ability to move throughout office and branch locations as needed.

Additional Information

The preceding job responsibilities and tasks were designed to indicate the general nature and level of work performed by associates in this job. It is not designed to contain or be interpreted as a comprehensive inventory of all job duties and responsibilities required of associates assigned to this job. Associates may be required to perform other duties as assigned. Additional job competencies, individual goals, and performance measurements are set at the department level.

Essential Duties and Responsibilities

• Assist in the preparation of preliminary lien notices, including project research through communication with sales personnel, customers, and county appraisal districts.
• Respond to credit reference requests in a timely and professional manner.
• Assist with the maintenance of customer accounts receivable records, including updating contact information, sales representative assignments, and other pertinent account information.
• Electronically file and maintain credit applications, references, correspondence, and supporting documentation.
• Assist customers with account balance inquiries and provide account information as requested.
• Monitor and respond to department emails and phone messages daily.
• Fax, scan, upload, and distribute credit documents as required by department procedures or customer requests.
• Maintain organized electronic and physical filing systems.
• Support the Credit Department with administrative tasks, reports, and special projects as assigned.
• Communicate effectively with customers, sales personnel, branch employees, and management.
• Maintain confidentiality of customer financial and credit information.
• Comply with company policies and procedures, as well as all applicable federal, state, and local laws.

Knowledge, Skills, and Abilities

• High school diploma or GED required.
• Intermediate proficiency in Microsoft Office applications, including Outlook, Excel, and Word.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Excellent oral and written communication skills.
• Strong analytical and problem-solving abilities.
• Basic math skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Ability to maintain confidentiality and exercise sound judgment.
• Ability to learn and effectively use company software and systems.

Social Skills

• Demonstrates a positive attitude and professional demeanor.
• Provides exceptional customer service to internal and external customers.
• Works effectively in a team environment.
• Maintains professional relationships with customers, coworkers, and vendors.
• Demonstrates flexibility and willingness to assist with departmental needs.

Work Attire

• Business casual attire appropriate for a professional office environment.
• Must maintain a neat, clean, and professional appearance.
• PPE required when entering warehouse, yard, or other safety-sensitive areas.