Customer Account Representative

Wagner Equipment Co.
Aurora, CO
30+ days ago
Wagner Equipment Co.
Wagner Equipment Co.
wagnerequipment.com

Job Description

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 company’s vision of working as “One Professional Team.”

A career with Wagner Equipment Co. offers growth opportunities and a comprehensive benefits package. Click here to learn more.

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

  • 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
  • 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- $68,010.00 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.

Behaviors

Preferred
  • Enthusiastic: Shows intense and eager enjoyment and interest
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred
  • Self-Starter: Inspired to perform without outside help
  • Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor���s legal duty to furnish information. 41 CFR 60-1.35(c)

Source

https://www.indeed.com/jobs

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