We are seeking a detail-oriented Finance and Credit Clerk for a temp-to-hire opportunity with a growing and stable company. This role offers the chance to gain experience across multiple finance functions while providing excellent customer service.

Essential Functions and Responsibilities

Daily Operations

• Process and archive daily financial deposits with accuracy and timeliness
• Validate customer applications to assess financial eligibility
• Handle weekly documentation processing and manage certified correspondence
• Sort and process incoming and outgoing mail, maintain postage equipment
• Order department supplies and maintain organized inventory systems

Customer Service & Communication

• Provide exceptional customer service by promptly responding to department inquiries
• Address customer requests including documentation, tax forms, and account information
• Prepare and distribute monthly customer correspondence
• Respond to email requests and complete customer service forms

Data Entry & Account Management

• Accurately input electronic payment transactions (EFT, ACH, wire transfers) for daily processing
• Create and maintain digital customer files by scanning and organizing documentation
• Establish new customer accounts in company system, targeting minimum of 5 accounts daily
• Verify and validate required licenses and certificates
• Update account information and manage service charge assessments

Processing & Administrative Support

• Prepare documentation for legal processes by reviewing shipment records
• Monitor and release daily orders from 9:00 AM to 5:30 PM
• Support Accounts Payable department with supply ordering and payment processing
• Handle vendor requests including forms, tax documentation, and account setup
• Identify and process monthly account adjustments for priority customers

Additional Duties

• Other responsibilities as assigned to support department operations

Qualifications

Education and Experience

• High school diploma or equivalent required
• Bachelor's degree in Finance, Accounting, or related field preferred
• Previous experience in accounting or financial role required

Technical Skills

• Intermediate proficiency with personal computers and standard office software
• Strong knowledge of word processing and spreadsheet applications
• Email and internet proficiency
• 10-key by touch capability
• Experience with billing software and order processing systems preferred

Core Competencies

• Excellent communication and negotiation abilities
• High attention to detail and accuracy
• Strong multitasking and prioritization skills
• Customer service orientation
• Ability to work independently and as part of a team

Compensation: 28