Careers

Credit Assistant – 14 Month Term

Location: Winnipeg, Manitoba

Date posted: Aug 12, 2021

PURPOSE and SCOPE:

Prepare daily invoicing and assist the Credit Analyst with preparation of contracts and documents for setting up dealers and maintaining a secured dealer network:

RESPONSIBILITIES:

The following are the main job responsibilities and priorities that this position must focus on, must achieve and must excel at:

  • Collate, distribute and maintain a filing system for all equipment invoices.
  • Prepare contract packages for new dealer applicants.
  • Prepare necessary paperwork for dealership changes as required.
  • Review returned contract package for completeness and log the documents to the spreadsheets.
  • Order D & B reports, and fax bank and trade references.
  • File UCC’s, order UCC searches, prepare notification letters, and monitor their return.
  • Continue and amend UCC filings as required.
  • Order outdoor signs and maintain records on who has a sign and the type they have.
  • Ensure dealer file is complete for review by Credit Manager.
  • Request copies of year-ended financial statements, Retail Sales Tax Exemption Certificate, and Liability Insurance Certificate from active dealers.
  • Prepare on-line waybills for courier shipments and verify delivery for contract packages and UCC notices.
  • Prepare various letters required in Credit Department.
  • Provide Reception Area back-up.
  • Provide general administrative and clerical support.
  • Assist Credit Manager with Address Book entry and accuracy
  • Maintain customer relations.
  • Other duties as required.

QUALIFICATIONS:

Education and Experience

  • Minimum high school education, post-secondary business courses preferred.
  • Previous experience with administrative tasks and contracts.

Skills and Knowledge

  • Must be able to work independently and as part of a team.
  • Excellent customer relations skills.
  • Working knowledge of Microsoft Office products.
  • Experience with JD Edwards or other ERP systems would be an asset.