Operations Admin. Support - SBC

American Momentum; Midland (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

American Momentum in Midland, TX is seeking an Operations Administrative Support to help staff with daily tasks, monitor client accounts, and maintain a professional customer service posture.

The role involves data entry, invoice review, and collaboration with Account Managers and the Cash Manager to ensure timely processing and compliance in a fast-paced office environment.

Qualifications

• High School Diploma or equivalent required.
• Minimum 1 year experience in customer service.
• Experience in managing factoring client relationships preferred but not required.

Responsibilities

• Answer phones and greet office visitors in a professional manner.
• Assist staff to ensure daily tasks and projects are completed accurately and timely.
• Review invoices and supporting documentation for client funding.
• Perform data entry of invoices, invoice notes, and mail notes.
• Assist Cash Manager daily with payment processing as needed.
• Ensure proper communication with staff related to client interaction and payments received.
• Maintain documentation and assist audits as needed.

Skills

Customer service

Communication

Team environment

Ownership

Education

High School Diploma

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Operations Admin. Support - (26-64) - SBC

Full Time Full-Time Midland, TX, US

30+ days ago Requisition ID: 5875

SBC OPERATIONS ADMINISTRATIVE SUPPORT

Location: Midland, TX (Downtown)

JOB OVERVIEW:

The Operations Assistant will assist the staff with daily tasks and projects in order to effectively monitor, fund, and process client accounts. The assistant will also maintain a friendly, firm, professional demeanor while providing excellent customer service at all times.

ESSENTIAL FUNCTIONS:

• Ensure compliance with all internal controls and established policies and procedures.
• Answer phones and greet office visitors in a professional and friendly manner.
• Assist staff to ensure daily tasks and projects are completed accurately and timely.
• Identify and anticipate processing issues and proactively propose solutions to A/M, C/M or Operations Supervisor as appropriate.
• Participate fully in Portfolio Meetings.
• Ensure the asset quality of the portfolio by ensuring all data entry is performed accurately.
• Assist Account Managers (A/M) with daily processing as needed.
• Review the invoices and supporting documentation for client funding(s).
• Perform Data Entry of invoices, invoice notes, and mail notes.
• Conduct verifications and ensure adherence to credit policy, operational procedures and client specific operating conditions.
• Inform A/M of any credit, paperwork, or compliance issues prior to funding.
• Help with mailing/emailing invoices within 24 hours of purchase
• Assist the Cash Manager (C/M) daily with any payment processing as needed and serve as back-up in the C/M’s absence.
• Ensure prompt communication with all office staff related to client interaction and payments received.
• Complete administrative and audit/compliance duties timely and efficiently including but not limited to:
• Ensure proper documentation on all payments is collected and scanned into the system prior to posting each day.
• Ensure cash management filing is maintained on a regular basis.
• Assist with internal and external audits.

EDUCATION & EXPERIENCE:

• High School Diploma or equivalent required.
• Minimum of 1 years’ experience in customer service, with a working knowledge of relevant factory industry preferred.
• Experience in managing factoring client relationships including verification activity especially calls, reserve management, risk identification etc. preferred but not required.

KNOWLEDGE, SKILLS, & ABILITIES:

• Commitment to customer service.
• Ability to anticipate problem situations and propose solutions.
• Work in a fast moving team environment.
• Must be able to take ownership / responsibility of work product.

CERTIFICATIONS & LICENSES:

• Valid state issued driver’s license is required.
• Must be insurable in the state of Texas.

PHYSICAL & MENTAL DEMANDS:

• Work is performed in a general office/banking environment.
• Regularly required to use hands to finger, handle or feel and reach with hands and arms, walking, standing, hearing, talking, reading, writing and carrying up to 10 lbs.
• Frequently requires problem solving, analyzing and interpreting data, and extended focus.
• Understanding of deadlines within a fast paced environment.
• Ability to compare and evaluate possible courses of conduct and act or make decisions after varies possibilities have been considered.
• Ability to make effective and sound risk assessment decisions.
• Regularly required to express or exchange ideas by means of the spoken or written word.
• The noise level when performing this job is typically low to moderate.