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Customer Account Representative

Wagner Equipment Co.

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$20.67-32.69 /h
PAY RATE
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Aurora, CO
LOCATION

Job Description

As posted by the hiring company

Job Overview:

Would you like to be part of a focused, dedicated team? Do you want to work and grow with other motivated, ambitious people?

Wagner Equipment Co. offers challenging career opportunities, extensive training and employee development along with an opportunity to grow your career and thrive under Wagner’s reputation for excellence. We offer excellent benefits and supply you with the tools you need to maximize your potential and grow within Wagner.

Benefits include:

  • 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 and Roth 401K , eligible employees can receive a company contribution up to 7%
  • Tuition Reimbursement 
  • Employee Assistance Program (EAP)
  • CEFCU- Citizens Equity First Credit Union - Employees have access to services include payroll deductions savings, accounts, loans, VISA card, and more.
  • Additional Benefits include: Unum Supplemental life Insurance, Aflac Critical Illness + Accidental Insurance, ID WatchDog and discounted employee phone plans.

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.”

Pay Rate: $43,000.00 - $68,000.00 Annually
Pay is dependent on education and experience.
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

Required Education and Experience:

  • High School Diploma or GED
  • 1+ years of credit or finance experience

Competencies:

  • Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
  • Basic knowledge of Microsoft PowerPoint and Access
  • Intermediate knowledge of Microsoft Outlook and Excel

Work Environment:

  • Noise: Quiet, Environment: Indoors

Physical Demands:

  • Standing, 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

Other Duties:

Job Offers are contingent upon 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.

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