Primary Services · 15 hours ago
Bank Clerk
Houston, TX
Contract
Hybrid
New Grad, Entry Level
0+ years expPrimary Services is excited to announce the role of Bank Clerk for a leading organization in the energy industry. This position plays a vital role in managing receivables, conducting credit risk assessments, and ensuring compliance with company policies while offering a blend of analytical work and customer interaction.
Human ResourcesStaffing Agency
Responsibilities
Apply company credit and collection policies to assigned customer accounts
Review customer files, reports, and financial documents to ensure compliance with deposit requirements
Extend credit within established terms and escalate exceptions for management approval
Analyze customer financial data to determine appropriate credit risk levels
Conduct portfolio-level and individual account credit risk assessments
Manage the follow-up and collection process for accounts receivable
Prepare and communicate findings on customer complaints to support regulatory and management responses
Evaluate eligibility for Public Utility Commission–mandated programs and low-income assistance
Assist with the development and implementation of new credit and collections processes
Maintain detailed records of credit decisions, communications, and account resolutions
Qualification
Required
Six months to two years of credit and collections experience required
Strong mathematical and analytical skills
Ability to read and interpret contractual and financial documents
Experience managing spreadsheets and databases for account analysis
Excellent verbal and written communication skills
Ability to work independently and manage multiple priorities
Reliable high-speed internet for hybrid work
Preferred
Bachelor's degree in Business or related field from an accredited university strongly preferred
Banking experience preferred
Proficiency in Microsoft Office applications, including Word and Excel
Bilingual (English/Spanish) proficiency a plus
Skip tracing experience a plus
Company
Primary Services
Primary Services is a staffing and recruiting company offering direct hire, temp-to-hire position.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Regina Mellinger
President & CEO
Company data provided by crunchbase