Credit / Collections Representative

Wagner International LLC Aurora , CO 80041

Posted 1 week ago

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.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Administrative:

Completes previous day's 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

Technical:

Responds to management's 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

ESSENTIAL JOB REQUIREMENTS

Minimum Education Required: High School Diploma or GED

Minimum Experience Required: Minimum of one (1) year of credit or finance experience

Required Skills and Competencies:

Data Entry

Organizational Skills

Telephone Skills

Communication Skills

Safety Knowledge

Math Skills

Reading / Writing Skills

Product Knowledge

Reasoning Skills

Computer Skills:

Microsoft Word

  • Basic Level

Microsoft Outlook

  • Intermediate Level

Microsoft Excel

  • Intermediate Level

Microsoft Power Point

  • Basic Level

Microsoft Access

  • Basic Level

Other relevant information: Other duties as assigned by Manager

Wagner offers great benefits including medical/dental/vision insurance, 401K, tuition reimbursement and more.

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


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Credit / Collections Representative

Wagner International LLC