Credit/Collections Rep

Wolter; Town of Brookfield (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

Critical Illness insurance

Pet insurance

Flexible spending account

Employee assistance program

Paid time off

Job summary

Wolter, Inc. in Brookfield, Wisconsin is seeking a Credit/Collections Representative to support aging receivables and strengthen customer relationships for a growing industrial equipment and productivity solutions provider.

The ideal candidate will have at least two years of collections or customer service experience, strong Excel/Outlook/Word skills, and a professional, diplomatic approach. Join a family-like team committed to moving and powering the world more efficiently.

Qualifications

• Minimum of two (2) years’ collection or customer service experience.
• Strong computer proficiency in Microsoft Office Outlook, Excel and Word
• Professionalism, tact, and diplomacy
• Commitment to company vision and mission.
• Excellent communications skills, verbal and written.

Responsibilities

• Collect on aging of assigned region and/or division with regular communication to collect on open A/R.
• Perform credit checks and order approvals.
• Run credit reports (Creditsafe) and recommend credit limit adjustments.
• Prepare collection letters and payment plans.
• Prepare uncollectible accounts for 3rd party collections.
• Process credit card payments and reconcile payments to accounts.
• Update and maintain all customer account notes and respond to Credit Line inquiries.

Skills

Collections

Customer service

Excel

Word

Outlook

Communication

Tools

Creditsafe

Job description

Are you ready to join a dynamic team and play a crucial role in shaping the future of material handling? We are actively seeking a dynamic Credit/Collections Rep to join our growing team at our Brookfield location.

Wolter, Inc. isn't just any company; we're among the fastest-growing privately owned businesses. At Wolter we’re on a mission to move, store, and power the world more efficiently. You’re part of a team that is connected like family and committed to making an impact.

Who we are:

Since the Wolter story began in 1962, our company, like our industry, has been constantly evolving. We have grown to become one of the largest and most diverse industrial equipment and productivity solutions providers in the country. From new & used material handling equipment, service and training to robotics & automation, overhead cranes & hoists, power systems, railcar movers, storage solutions, complete engineered systems and more, Wolter is focused on improving operational productivity for its customers.

What we offer:

A complete benefit package including:

• Medical, Dental, and Vision Insurance
• 401(k) Plan with company match
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Critical Illness and Accident Insurance
• Pet Insurance
• Flexible Spending Account
• Employee Assistance Program
• Paid Time Off, paid holidays, and more!

Position responsibilities:

• Collect on aging of assigned region and/or division:
  • Regular communication with customers to collect on open A/R
  • Perform credit checks/order approvals
  • Run credit reports (Creditsafe)/ recommend credit limit adjustments
  • Prepare collection letters and payment plans
  • Prepare uncollectible accounts for 3 rd party
  • Prepare check requests for refunds
  • Work with operational personnel to resolve disputes
  • Initiate adjustments to accounts
  • Prepare statements
  • Process credit card payments
  • Review general ledger for A/R related money
  • Research credits on account
  • Update and maintain all customer account notes
  • Answer Credit Line
• Miscellaneous aging review:
  • COD aging
  • Lease aging
  • High risk aging
  • Equipment aging
• Bankruptcy:
  • Prepare account/proof of claim
• Perform other duties or projects as assigned by Credit Manager, Credit Supervisor or Controller.

Essential skills and experience:

• Minimum of two (2) years’ collection or customer service experience.
• Strong computer proficiency in Microsoft Office Outlook, Excel and Word
• Professionalism, tact, and diplomacy
• Commitment to company vision and mission.
• Excellent communications skills, verbal and written.

Nonessential skills and experience:

• Awareness of lean business principles
• Sufficient knowledge of our various departments and their procedures.

Our mission is to move, store, and power the world more efficiently. You’re part of a team that is connected like family and committed to making an impact.

We are an affirmative Action/Equal Opportunity Employer and will give all qualified applicants consideration for employment without regard to race, color, religion, sex (including pregnancy and related medical conditions, gender identity, and sexual orientation), age, national origin, disability status, genetic information, veteran or military status, or any other characteristic protected by law. All job offers are contingent upon satisfactory drug screen and driving record results.