Commercial Credit Assistant
Job Description
Overview
Join a fast-paced credit and finance team where accuracy, follow-through, and strong communication make a real impact. As a Credit Analyst (Temp-to-Hire), you’ll be a key support partner in the commercial credit process—helping manage the intake and processing of B2B credit applications, maintaining clean and accurate customer data, and assisting with project verification that supports preliminary notice and lien workflows. This role is ideal for someone who enjoys working with details, collaborating across departments, and keeping credit operations moving smoothly in a high-volume environment.
Required Skills
- 1–3 years of experience in commercial (B2B) credit, accounts receivable, or billing
- Strong attention to detail and ability to manage high-volume application processing and account updates
- Ability to verify trade and bank references and assemble credit documentation for review
- Proficiency with Microsoft Office 365, especially Excel
- Strong verbal and written communication skills, with a professional and diplomatic approach to financial conversations
- Ability to review accounts receivable aging and coordinate follow-ups with collections leadership
- Comfort researching and resolving billing inquiries (short pays, missing documentation, minor discrepancies)
- Experience working with ERP systems (especially Epicor Kinetics)
- Experience with CRM platforms (especially Microsoft Dynamics)
- Familiarity with construction billing, progress payments, and/or the preliminary notice process
- Experience assisting with monthly credit reporting, summaries, or portfolio updates for management
- High school diploma required
- College-level coursework in accounting, finance, or business administration is a plus
- Experience in manufacturing, construction, or building material supply environments is preferred
- Full-time, temp-to-hire
- Schedule: 8:00 AM–5:00 PM
- Pay: $25.00–$26.00/hour (depending on qualifications)
Meet Your Recruiter
Monica Kanini
Recruiter
As a Talent Acquisition Specialist, Monica is passionate about building meaningful relationships and delivering exceptional customer service to both clients and candidates. She is committed to creating positive hiring experiences while fostering a collaborative, team-oriented environment. Monica takes pride in understanding the unique needs of each client and connecting them with qualified talent that supports their business goals.
A graduate of Chapman University with a Master of Business Administration and a Bachelor's degree in International Studies from United States International University, Monica brings a diverse perspective and strong business acumen to her role. She is driven by curiosity, enjoys learning from the people she meets, and is committed to continuous personal and professional growth. Monica is also an advocate for workplace well-being and believes that healthy, supportive work environments lead to stronger teams and better outcomes
Outside of work, Monica enjoys maintaining a balanced lifestyle by spending time with friends, taking weekend road trips, practicing yoga, running, and prioritizing her overall well-being. She is also the author of a self-help course focused on personal growth and resilience, inspired by her passion for helping others overcome life's challenges. When she's not staying active, she enjoys unwinding with a good book or treating herself to a relaxing spa day.