Are you seeking a rewarding role with a respected company? Join Opifex-Synergy where we offer career advancement and professional development in a collaborative, supportive environment. We value teamwork and foster a positive work culture.
Opifex-Synergy represents a unique business model in the compact and heavy equipment industry. We offer a diverse range of equipment from leading manufacturers, serving the needs of everyone from large commercial construction firms to local subcontractors and general contractors.
A credit administrator is responsible for assisting in the credit approval process within the organization. Their duties typically include evaluating credit applications, assessing creditworthiness, monitoring accounts, and ensuring compliance with regulations and internal policies. They may also communicate with branch employees regarding credit-related issues and work closely with other departments, such as finance, to mitigate credit risks.
Essential Functions
- Lien law expertise — Full understanding of lien laws in all operating states, including statutory timelines, releases, lien filings, and bond claim procedures.
- Property research — Research problem addresses and locations using property appraiser databases and county clerk resources.
- Credit report processing — Pull credit reports, generate required documentation, upload to SharePoint, and set up customer profiles in Rental Man.
- Customer master data maintenance — Assist with updates to customer master files, including phone numbers, emails, billing details, and physical addresses.
- Credit application review — Review credit applications to assess the creditworthiness of individuals and businesses.
- Account monitoring — Track customer accounts to ensure timely payments and identify emerging issues or delinquencies.
- Regulatory compliance — Ensure adherence to regulatory requirements and company policies governing credit administration.
- Client correspondence — Correspond with customers regarding credit decisions, payment arrangements, and resolution of credit‑related inquiries.
- Recordkeeping — Maintain accurate records of credit transactions, approvals, and correspondence for audit and reporting purposes.
- Cross‑department collaboration — Work closely with internal departments to address credit‑related matters and mitigate financial risk.
- Dispute resolution — Investigate and resolve discrepancies, billing errors, or disputes related to credit accounts.
- Process improvement — Identify opportunities to streamline workflows, improve efficiency, and strengthen the credit administration function.
- Sales support — Answer calls and respond to inquiries from sales representatives and branch administrators.
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Required Education and Experience
- Commitment to excellent customer service
- Strong communication skills
- Ability to prioritize and manage multiple responsibilities.
- Goal-oriented with strong attention to detail.
- Proficient in Microsoft Office applications, particularly Excel.
- High School diploma
- A practical, working knowledge of relevant lien statutes and requirements.
- Experience in Rental Man a plus.
- Minimum 3 years of experience in business-to-business collections preferred.
- Notary commissioning is not required at the time of hire; however, obtaining it will be necessary to perform the responsibilities of the position.
Military service will be considered in lieu of education/certification experience as applicable.
Supervisory Responsibilities
Work Environment
- Primarily based in a corporate office environment.
- Climate-controlled workspace equipped with standard office tools, including computers, phones, and business systems.
- Frequent interaction with customers, vendors, and internal staff both in person and through phone/email.
- Regular collaboration across departments.
- Periodic visits may involve visits to construction sites or operational locations to support business needs.
- Occasional exposure to moderate noise, dust, or active work environments during site or construction visits.
- Construction or site visits may involve exposure to seasonal weather conditions such as heat, cold, rain, or wind.
- Must be comfortable transitioning between a professional office setting and a more physically active, industrial environment.
- Requires strong communication, multitasking, and coordination skills across departments.
- Adaptability and situational awareness are key in navigating between responsibilities.
- Uneven terrain and moving equipment in shop/yard areas require proper footwear and attention to safety.
Travel Required
Physical Demands
- Requires a moderate level of physical activity and flexibility to support both office and operational tasks.
- Primarily sedentary work performed while seated at a desk or workstation, with regular use of a computer and phone.
- Ability to sit for extended periods, with intermittent standing, walking, or movement throughout the workday.
- Occasional bending, squatting, crouching, reaching, and lifting or carrying of items weighing up to 50 pounds.
- Ability to travel distances within office buildings, construction sites, or operational locations as needed.
- Manual dexterity and visual acuity necessary for using computers, phones, printers, and handling paperwork.
- Ability to communicate effectively in verbal and written form.
- May require extended focus, attention to detail, and mental concentration.
- Must maintain situational awareness in dynamic, multi-use work zones with vehicular and equipment traffic.
Other Duties
Please be aware that while this job description provides an overview of the main activities, duties, and responsibilities expected of the employee in this role, it may not encompass every task or requirement. Additionally, the nature of the position necessitates the potential for changes in duties, responsibilities, and activities, which may occur with or without prior notice. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs and organizational objectives.
Our Benefits & Perks
We want our team members to feel supported, valued, and set up for long-term success. Our benefits are designed to take care of team both at work and at home.
Core Benefits:
- Medical, Dental & Vision Insurance
- Health Savings Account (HSA) with company contributions
- 401(k) & Roth retirement plans with company matching
- Generous paid time off and company paid holidays
- Company Paid Wellness, Employee Assistance and Discount Programs
- Boot/PPE Annual Allowance
- Career Development & Company Paid Training
Benefit eligibility can vary by role, and not all benefits apply to every position. During the hiring process, we’ll walk you through the benefits specific to this role. This position could also include Tool Reimbursement, Safety Bonuses, Profit Sharing and/or Commission Earning opportunities.
Additional Eligibility Requirements
At Opifex-Synergy, we prioritize the safety and well-being of our employees. To ensure a secure work environment, we require all successful candidates to undergo a drug test and background check before their start date. This policy is in place to maintain the highest standards of safety and security for our team members.
Opifex-Synergy is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
