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Customer Account Representative 1
Holt Group
Handle collections, account reconciliations, and provide payment info to customers.
5d ago
Junior (1-3 years), Expert & Leadership (13+ years), Intermediate (4-7 years)
Full Time
San Antonio, TX
Office Full-Time
Company Size
3,753 Employees
Service Specialisms
Industrial & Commercial
Energy
Technology
Training & Development
Sector Specialisms
Industrial
Commercial
Energy
Technology
Training & Development
Role
What you would be doing
payment processing
account verification
billing resolution
collections management
risk identification
safety compliance
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
- Processes credit card payments and requests refunds
- Consistently communicates customer service and collection issues to internal business partners in a timely manner
- Verifies customer account information is correct and updates as needed
- Identifies high risk accounts and communicates information to management review and collaborates throughout collection process
- Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
- Resolves billing and customer credit issues and investigates historical data
- Occasionally moves materials or equipment weighing up to 25 lb
- Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts
What you bring
communication
customer service
analytical
accounting
fdcpa
bachelor's
- This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- Excellent communication skills, both written and verbal
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
- High school diploma or equivalent required, Bachelors’ Degree in related field preferred
- Extensive knowledge of Fair Debt Collections Practices Act
- Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances
- Good judgement and decision making skills
- Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask
- Requires regular and punctual employee attendance
- Strong customer service skills
- Must have strong analytical and organization skills
- Ability to work with individuals and groups
- To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
- Minimum of one year experience in Consumer or Commercial collections required, three or more years’ preferred
- A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
- Limited travel is to be expected
- An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.
- A Tuition Reimbursement program to support the pursuit of accredited college courses.
- A competitive salary, commensurate with your experience and competencies.
Information not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
$1.5B Annual Revenue
Generating Revenue
The company generates over $1.5 billion from heavy equipment sales, service, technology, training, and consulting.
55,000 Acres
Wildlife Preserve Management
Overseeing extensive wildlife preserves with integrated solar installations across multiple facilities.
- Founded nearly a century ago as a family‑owned machinery business.
- Today it operates the largest Caterpillar dealership in the U.S. alongside brands spanning rentals, truck centers, cranes, aerial systems, industrial systems, and renewables.
- Its project portfolio includes large‑scale construction equipment deployments, power and energy infrastructure, and integrated technology systems.
- Specializing in industrial machinery, energy solutions, advanced technology platforms, training programs, and renewable energy projects.
- We maintain the highest standards of professionalism and ethics.
- We deliver exceptional value by exceeding expectations.
- We foster teamwork and open communication across all levels.
- We encourage creative solutions and continuous improvement.
- We take responsibility for our actions and results.
Net Zero by 2050
Net Zero Target Year
Aiming to achieve net zero emissions by the year 2050.
- Focus on reducing carbon footprint through operational efficiencies and green technology.
- Initiatives include energy-efficient buildings, renewable energy sourcing, and waste reduction.
- Ongoing investment in sustainable infrastructure to support long-term environmental goals.
- The organization is committed to fostering a culture of inclusion and belonging.
- Strategic focus on increasing gender diversity at all levels.
- The company tracks and measures progress towards diversity goals.
- Programs designed to support underrepresented groups in leadership roles.
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