Careers

Operations Assistant

Essential Functions and Responsibilities

• 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

Required Education

• 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 & Abilites

• Strong communication skills
• Commitment to customer service
• Organizational skills essential
• Ability to anticipate problem situations and propose solutions
• 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