27 days old

Customer Account Representative

Wagner Equipment Co.
Aurora, CO 80012
  • Job Code
    CUSTO01655

Wagner Equipment Co., the Caterpillar dealer for Colorado, New Mexico and far west Texas, is seeking applications for a Customer Account Representative in Aurora, CO.


The Customer Account Representative protects Accounts Receivable (A/R) of Wagner Equipment Co. while maintaining a congenial relationship with customers and inter-company personnel in a manner that reflects the companys vision of working as One Professional Team.


Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.


  • Completes previous days credit ratings

  • Prints follow up list from Wynne system or DBS

  • Plans out call schedule for the day

  • Makes collection calls (10 to 20 each day)

  • Helps internal customers with credit exceed calls and external customers with information about their account

  • Sends collection letters, including: reminder letter, pre-COD, and ten-day demands letter

  • Names and addresses file maintenance (name, address, and tax status changes)

  • Prepares accounts when they are assigned to the Legal Account Specialist, including gathering credit information, invoice copies, and summary of the collection history

  • Handles incoming calls to give verbal credit approvals for rentals

  • Responds to managements inquiry as to account status

  • Reconciles accounts

  • Prepares and participates in account review meeting, including monthly A/R review meeting

  • Researches accounts and prepares adjustments for zero wash refunds and reapplies misapplied or unapplied payments

  • Gathers facts about any disputes, refers the disputed issues to the appropriate department, follows up on the status of the dispute, and makes sure information is provided with the Credit Manager to enter into the dispute log

  • Other duties as assigned by manager

Competencies:


  • Telephone Skills

  • Reading/Writing Skills

  • Reasoning Skills

  • Organizational Skills

  • Communication Skills

  • Math Skills

  • Basic knowledge of Microsoft PowerPoint and Access

  • Intermediate knowledge of Microsoft Outlook and Excel

Work Environment:


  • Noise: Quiet

  • Indoors

Physical Demands:


  • Walking

  • Talking

  • Sitting

  • Use of Hands

  • Hearing

  • Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds

Required Education and Experience:


  • High School Diploma or GED

  • 1+ years of credit or finance experience

Additional Eligibility Requirements:


  • Must pass all required pre-employment screenings which may include but are not limited to background checks, drug/alcohol testing, fit for duty testing, and any other job-related tests/screenings


Pay Range:$43,000.00- $68,009.92 annually
Salary is dependent upon education and experience


Employee Benefits: Wagner Equipment Co. provides the following benefits to all full-time employees


  • Paid Time Off (PTO) Plan

  • Company Paid Holidays

  • Medical, dental, and vision insurance

  • Life and AD&D Insurance

  • 401K Savings Plan

  • Tuition Reimbursement

  • Employee Assistance Program (EAP)

Other Duties:


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.


Wagner Equipment Co. is an EEO/AA/Veterans/Disabled employer.



Operations





Posted: 2021-04-14 Expires: 2021-05-13
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Customer Account Representative

Wagner Equipment Co.
Aurora, CO 80012

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