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