Credit & Customer Relations Assistant

Air Treatment Corporation is a dynamic, collaborative work environment that seeks a Credit & Customer Relations Assistant to manage preliminary notices, lien waivers, and project documentation while assisting with collections, payment processing, and customer account support.

Requirements

• Manage preliminary notice process
• Provide accurate lien waivers to customers
• Record pertinent data on collection efforts and customer financial status
• Collect and maintain insurance certificates
• Support billing and accounts receivable teams
• Provides customer support
• Excellent organizational skills and attention to detail
• Excellent written and verbal communication skills
• Self-motivated and able to work independently and as part of a team
• Proficient in Microsoft Office Suite
• Experience with Microsoft Business Central and CRM, Collect 365, and Power BI