Credit & Collections Representative

Wagner Equipment Co; Aurora (CO); On-site; USD 59,000 - 76,000; Full time

Benefits offered by this job

PTO + holidays

Medical/Dental/Vision insurance

Life and AD&D Insurance

401K with company contribution

Job summary

Wagner Equipment Co. is hiring a Customer Account Representative in Colorado to protect Accounts Receivable and maintain strong customer relationships.

You will perform daily credit tasks, contact customers for collections, and support account status inquiries within a collaborative, professional team environment. Requirements include a High School Diploma or GED and 1+ year in credit/finance, with strong data entry, math, and communication skills.

Qualifications

• High School Diploma or GED required.
• 1+ years of credit or finance experience.
• Proficient in data entry and communication.

Responsibilities

• Process daily credit ratings from the Wynne system or DBS.
• Call customers for collections (10–20 calls per day).
• Maintain accounts and assist with payment status and letters.
• Prepare accounts when assigned to Legal Account Specialist.
• Support internal and external inquiries on account status.

Skills

Credit/finance experience

Data entry

Communication skills

Organizational skills

Math skills

Education

High School Diploma or GED

Tools

Microsoft PowerPoint

Microsoft Access

Microsoft Outlook

Microsoft Excel

Job description

Why Join Wagner?

At Wagner, our people are the driving force behind everything we do. We’re committed to helping our employees grow through meaningful work, career development, and opportunities to learn and advance. Join a team that values collaboration, innovation, and the people who make our success possible. We offer excellent benefits and supply you with the tools you need to maximize your potential.

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 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

• Additional Benefits include Supplemental life Insurance, 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: $58,743.31 - $75,842.78 Annually
Pay rate is dependent upon education & 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

Physical Demands & Competencies:

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

Work Environment:

• Noise: Quiet
• Indoors

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.