Job Profile:

Financial Services Assistant

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Full Time

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Direct Supply




Job Description: Job Summary: The Financial Services Assistant is responsible for the efficient processing of Credit and Accounts Receivable paperwork through our department to ensure a timely processing of customer orders. This individual’s primary responsibility is to assist in the day-to-day administrative responsibilities of the department. Reports to: Financial Services Manager Company: Direct Supply is the nation’s leading supplier of equipment, services and eCommerce systems to the Senior Living profession. Since 1985, we have assembled one of the brightest, hardest-working teams in America. Our high-tech culture is fast paced, and our business continues to grow at an astounding rate year after year. Best of all, we are a Milwaukee-based, 100% employee-owned company that offers great opportunities for ambitious, motivated people. Essential Job Functions and Leadership Responsibilities: 1. Track credit application process and complete credit references. 2. Make low level credit decisions based on prescribed procedures. 3. Assist with the application of payments and credit card transactions. 4. Process invoices. 5. Assist with processing department mail. 6. Communicate and support customer credit activity both within the Financial Services department and to the Sales department. 7. Work with leasing companies to obtain the best rate and customer service for our customers. 8. Track, monitor and submit bankruptcy filings. File claims and responses within deadlines while adhering to all applicable laws and internal company guidelines. Focus intensely on details when ensuring customer accounts are updated and ongoing relationships are preserved. 9. Act as a liaison between Financial Services and Database departments to update corporate ownership and management information as necessary on new and existing customers. 10. Complete miscellaneous duties and special projects as assigned.

Qualifications: Minimum Qualifications: 1. Detail oriented with strong mathematical and analytical skills 2. Above-average oral and written communication skills 3. Effective problem solving skills 4. High degree of computer proficiency with Word, Excel, e-mail and Internet 5. Ability to shift priorities to ongoing demands, while working in a fast-paced and constantly changing environment 6. Ability to be a team player and communicate decisions both within and outside of the department Additional Preferred Skills: 1. Four-year college degree in a business-related concentration Competencies: • Approachability • Peer Relationships • Customer Focus • Integrity and Trust • Functional/Technical Skills • Priority Setting • Personal Learning • Drive for Results To apply for this or any other position at Direct Supply, please visit Direct Supply is an equal opportunity and affirmative action employer committed to a diverse workforce.

Application Instructions: Apply at