Job Summary:
To provide bank operations with a timely and accurate basis to make informed credit decisions. To enter data, coordinate in-coming documentation and distribute information. To maintain achieved documents and reference files. To assist Account Executive / Analyst with collateral controls in accordance with the loan agreement and Crestmark Bank policy. To communicate with and support Analyst in the effort to optimize customer services and minimize risk.
Essential Job Functions:
- Enter Invoices for purchase consideration
- Sort daily mail and distribute
- Upload faxed/emailed invoices.
- Create Credit Requests for any new debtors or debtors over credit limit
- Mail or email required invoices insuring correct remit to is on invoice
- Distribute checks to clients
- Inform Client Analyst and Account Executive of problem collateral presentations.
- Support and work with team to provide "seamless" customer service.
- Assist Debtor Analyst on limit issues.
- Performs other duties as assigned.
Job Qualifications:
- 1-2 years experience in Accounts Receivable and Accounts Payable.
- Experience with business application software a plus.
- Accurate date entry skills.
To succeed in this role, an individual must be able to perform each essential job function satisfactorily. The requirements listed in this description are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Note: Management reserves the right to assign or reassign functions and responsibilities to this job description at any time.
MetaBank is an Equal Opportunity Employer/Disabled/Veterans
Department: 920 - CM Corporate
Location: Troy, MI