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:
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Ensure compliance with all internal controls and established policies and procedures.
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Answer phones and greet office visitors in a professional and friendly manner.
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Assist staff to ensure daily tasks and projects are completed accurately and timely.
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Identify and anticipate processing issues and proactively propose solutions to A/M, C/M or Operations Supervisor as appropriate.
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Participate fully in Portfolio Meetings.
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Ensure the asset quality of the portfolio by ensuring all data entry is performed accurately.
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Assist Account Managers (A/M) with daily processing as needed.
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Review the invoices and supporting documentation for client funding(s).
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Perform Data Entry of invoices, invoice notes, and mail notes.
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Conduct verifications and ensure adherence to credit policy, operational procedures and client specific operating conditions.
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Inform A/M of any credit, paperwork, or compliance issues prior to funding.
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Help with mailing/emailing invoices within 24 hours of purchase
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Assist the Cash Manager (C/M) daily with any payment processing as needed and serve as back-up in the C/M’s absence.
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Ensure prompt communication with all office staff related to client interaction and payments received.
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Complete administrative and audit/compliance duties timely and efficiently including but not limited to:
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Ensure proper documentation on all payments is collected and scanned into the system prior to posting each day.
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Ensure cash management filing is maintained on a regular basis.
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Assist with internal and external audits.
EDUCATION & EXPERIENCE:
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High School Diploma or equivalent required.
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Minimum of 1 years’ experience in customer service, with a working knowledge of relevant factory industry preferred.
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Experience in managing factoring client relationships including verification activity especially calls, reserve management, risk identification etc. preferred but not required.
KNOWLEDGE, SKILLS, & ABILITIES:
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Strong communication skills.
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Commitment to customer service.
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Organizational skills essential.
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Ability to anticipate problem situations and propose solutions.
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Self-starter.
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Work in a fast moving team environment.
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Must be able to take ownership / responsibility of work product.
CERTIFICATIONS & LICENSES:
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Valid state issued driver’s license is required.
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Must be insurable in the state of Texas.
PHYSICAL & MENTAL DEMANDS:
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Work is performed in a general office/banking environment.
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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.
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Frequently requires problem solving, analyzing and interpreting data, and extended focus.
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Understanding of deadlines within a fast paced environment.
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Ability to compare and evaluate possible courses of conduct and act or make decisions after varies possibilities have been considered.
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Ability to make effective and sound risk assessment decisions.
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Regularly required to express or exchange ideas by means of the spoken or written word.
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The noise level when performing this job is typically low to moderate.
