Branch Admin - Clearwater, FL - Synergy Equipment

Branch Administrator is the primary liaison throughout the branch assisting the Branch Manager, Service and Operations departments, our customers, and our employees. Their duties cover a multitude of areas including collections, lien releases, customer assistance, employee support, invoices and much more.

Essential Functions

• Responsible for collection calls and managing accounts taking payments.
• Daily monitoring of impending liens and notice of Non-Payments
• Preparation of filing of liens and Notice of Non-payment as appropriate
• Identifying customer disputes and working with the Synergy Equipment Team to resolve
• Must communicate and follow up effectively with Branch Managers regarding customer accounts on a timely basis.
• Assist customers with their questions and issues and help get them resolved timely.
• Ensure sales reps receive all information pertaining to collections, including sending out the impending lien reports weekly.
• Call references when necessary to assist with credit applications processed smoothly.
• Assist sales reps to get applications completed and submitted.
• Review Invoices for accounts payable
• Utilize filebound and assist vendors if they have questions with account payable items.
• Mail payments
• Assist Branch employees or guide them to subject matter expert such as HR team, safety, ADP, insurance, new hire paperwork etc.
• Request and receive COIs from customers and send them on to corporate.
• Close cash drawers
• Monitor credits and disputes in salesforce.
• Assist with answering phones.
• Review and submit accrual report.
• Review Aging daily and reconcile posted against aging.
• Assist new employees with logging into ADP for their first time and completing their onboarding tasks.
• Strong communication skills
• Strong attention to detail
  
  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Required Education and Experience

• Commitment to excellent customer service
• Ability to prioritize and manage multiple responsibilities.
• Goal oriented with strong attention to detail.
• Proficient with Microsoft Office and Excel
• High School diploma
• Working understanding of lien laws is a plus.
• NACM certifications/designations are a plus.
• Minimum 3 years of experience in business-to-business collections preferred.
  Florida Notary not required to be hired but will be necessary.
  
  Military service will be considered in lieu of education/certification experience as applicable.

Supervisory Responsibilities

• None

Work Environment

• The environment is consistent with that of the front customer service office.

Travel Required

• None

Physical Demands

• Prolonged sitting. Standing occasional
• Reach with hands and arms; and talk or hear.

Must frequently lift and/or move up to 10 pounds.

Other Duties
Please be aware that while this job description provides an overview of the main activities, duties, and responsibilities expected of the employee in this role, it may not encompass every task or requirement. Additionally, the nature of the position necessitates the potential for changes in duties, responsibilities, and activities, which may occur with or without prior notice. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs and organizational objectives.

Additional Eligibility Requirements

At Synergy Equipment, we prioritize the safety and well-being of our employees. To ensure a secure work environment, we require all successful candidates to undergo a drug test and background check before their start date. This policy is in place to maintain the highest standards of safety and security for our team members.

What are the Benefits?

Synergy Equipment values its employees and their families. Because of this we offer many benefits to our employees. These include medical, dental, and vision insurance; health savings accounts; 401(k) and Roth retirement options with company match; Life and Disability Insurance; and Paid Time Off that includes vacation and paid holidays. This position is eligible for profit sharing opportunities.

At Synergy, we are committed to fostering professional growth and development. We provide comprehensive training programs to equip our employees with the skills they need to excel