Credit & Collections Representative

Wagner Equipment•Aurora, CO

1d•Onsite

About The Position

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.”

Requirements

High School Diploma or GED
1+ years of credit or finance experience
Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
Basic knowledge of Microsoft PowerPoint and Access
Intermediate knowledge of Microsoft Outlook and Excel

Nice To Haves

Safety & Product Knowledge

Responsibilities

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

Benefits

Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
Medical, dental, and vision insurance
Life and AD&D Insurance
Retirement Plans - 401K eligible employees can receive a company contribution up to 7%
Tuition Reimbursement
Employee Assistance Program (EAP)
CEFCU - Employees have access to services including payroll deductions, savings, accounts, loans, VISA card and more
Supplemental life Insurance
Critical Illness + Accidental Insurance
ID WatchDog
discounted employee phone plans