UMI Stone · 15 hours ago
Credit Applications Specialist
1615 Trade Center Way, Naples, FL 34109
Full-time
Onsite
New Grad, Entry LevelUmistone is a company focused on providing excellent customer service and support. They are seeking a Credit Applications Specialist responsible for managing the CreditApp Inbox, entering accounts in IMS and QuickBooks, and ensuring accurate communication regarding account setups and credit inquiries.
Building MaterialConstructionDirect Sales
Responsibilities
Monitor and act on incoming emails and resolve any same-day requests
Enter new marketing and / or customers into IMS and QuickBooks as required
Communicate with Sales, Branch Managers, Accounts Receivable and others regarding account setups, documentation requirements, and credit-related inquiries
Ensure that permission is granted on updates to Customer and / or Marketing accounts
Provide support to the Accounts Receivable team as needed
Keep CreditApp inbox organized and ensure anyone can go in and find what is needed on the team
Save all documentation as per procedures provided in multiple locations on the system
Maintain communication with other departments/offices/salespersons to address areas for improvement. Serve as a reliable point of contact to support accurate and timely information flow
Proactively recommend solutions and assist with implementing changes. Nurture, build and maintain trusting, ethical and collaborative relationships across the organization
Ensure a high level of accuracy in all data entry within IMS, QuickBooks, and related systems, minimizing errors and maintaining data integrity
Ensure all required credit documentation is complete, accurate, and properly filed in the appropriate folders within the credit inbox and public account drive for easy retrieval
Adhere to established turnaround times and service-level expectations for credit-related requests
Qualification
Required
Strong data entry skills with a high level of accuracy and attention to detail
Proficient in QuickBooks
Prior experience with accounts receivable, and collections required
EXCEPTIONAL organization, time-management, and planning skills
Energetic and confident in engaging with business owners and staff
Very strong interpersonal communication skills
Good mathematical skills with experience using Microsoft Office software with an emphasis on Outlook and Excel
High school diploma or equivalent required
Preferred
Syspro Knowledge is a plus
Bilingual (English/Spanish) a plus
Bachelor's degree preferred
Benefits
Medical
Dental
Vision
Employer Paid Basic Employee Life and AD&D Insurance
Employer Paid Long Term Disability
Flexible Spending Accounts
Voluntary Short-Term Disability
Voluntary Life and AD&D Insurance
Voluntary Accident Insurance
Voluntary Critical Illness Insurance
Company
UMI Stone
For over two decades, UMI’s mission has been to source the finest stone surfaces from around the globe.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2019-06-20Acquired
Leadership Team
Dawn Patroni
Chief Operating Officer
Recent News
Company data provided by crunchbase