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Operations Assistant-SBC

Location: Midland, TX
Job Code: 409107
# of Openings: 2

Description

JOB TITLE:

Operations Assistant

COMPANY:

Security Business Capital (A Subsidiary of Security Bank)

DEPARTMENT:

Operations

LOCATION:

600 N. Marienfeld, Suite 150, Midland, TX 79701

HOURS OF OPERATION:

Monday – Friday; 8:00 am – 5:00 pm

REPORTS TO:

VP - Operations Manager

DIRECT REPORTS:

None

FLSA:

Non-Exempt

TYPE OF WORK:

Full-Time

AVAILABILITY REQUIRED:  

Monday - Friday; 7:45 am – 5:15 pm

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.

  • < >

    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.

 

 

 

 

 

The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.


The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.


EMPLOYEE BENEFITS INCLUDE:

  • Competitive Salaries
  • Health, Dental & Vision, & Life Insurance
  • Short-Term & Long-Term Disability Insurance
  • PTO (Paid Time Off) in addition to paid holidays
  • Matched 401(k) Plan
  • Tuition Reimbursement
  • Flexible Spending Accounts
  • Discounted banking services
  • Loyalty Awards

NOTICE TO ALL APPLICANTS:

It is the policy of Security Bank to only accept employment applications or resumes when a job opening exists. Applicants interested in employment with Security Bank may complete an application at any time for a job posting which matches their skills, knowledge and abilities.

Applicants should be advised that Security Bank is an Equal Opportunity Employer and any individual seeking employment will be considered for employment regardless to race, color, creed, national origin, religion, age, marital status, gender, veteran status or disability. Anyone with questions regarding the disposition of an individual's application should contact the Human Resources Department.

Security Bank is appreciative of any applicant seeking employment interest and encourages such individuals to inquire about job openings.

Equal Opportunity Employer Disclosure Statement




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