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
Education, Skills, Experience:
-
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.
