Wagner Equipment Co.
  • CO-Aurora
  • Aurora, CO, USA
  • Full Time
  • 1 Position Available

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.

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

Minimum Education Required:  High School Diploma or GED

Minimum Experience Required: Minimum of one (1) year of credit or finance experience

Required Skills and Competencies:
Data Entry

Organizational Skills
Telephone Skills

Communication Skills
Safety Knowledge

Math Skills
Reading / Writing Skills

Product Knowledge
Reasoning Skills

Computer Skills:

Microsoft Word - Basic Level

Microsoft Outlook - Intermediate Level

Microsoft Excel - Intermediate Level

Microsoft Power Point - Basic Level

Microsoft Access - Basic Level

Other relevant information:  Other duties as assigned by Manager


Wagner offers great benefits including medical/dental/vision insurance, 401K, tuition reimbursement and more.

Wagner Equipment Co. is an EEO/AA/Veterans/Disabled employer.

Wagner Equipment Co.
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