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
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
Responds to management's inquiry as to account status
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:
Reading / Writing Skills
Microsoft Power Point
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.
Wagner International LLC