Credit & Collections Representative

Overview

Manages credit, collections, and accounts receivable while maintaining customer relationships.

Key Responsibilities

• dispute log
• account research
• collection calls
• credit ratings
• wynne system
• legal prep

Tasks

-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 -Responds to management’s inquiry as to account status -Researches accounts and prepares adjustments for zero wash refunds and reapplies misapplied or unapplied payments -Prepares and participates in account review meeting, including monthly A/R review meeting -Makes collection calls (10 to 20 each day) -Plans out call schedule for the day -Sends collection letters, including: reminder letter, pre-COD, and ten-day demands letter -Completes previous day’s credit ratings -Prints follow up list from Wynne system or DBS -Handles incoming calls to give verbal credit approvals for rentals -Helps internal customers with credit exceed calls and external customers with information about their account -Prepares accounts when they are assigned to the Legal Account Specialist, including gathering credit information, invoice copies, and summary of the collection history

Requirements

• finance
• high school
• outlook
• excel
• powerpoint
• access

What You Bring

-1+ years of credit or finance experience -Standing, walking, talking, sitting, use of hands & hearing -High School Diploma or GED -Intermediate knowledge of Microsoft Outlook and Excel -Safety & Product Knowledge -Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds -Basic knowledge of Microsoft PowerPoint and Access -Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills

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Benefits

-Employee Assistance Program (EAP) -Life and AD&D Insurance -Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays -Retirement Plans - 401K and Roth 401K , eligible employees can receive a company contribution up to 7% -Tuition Reimbursement -Medical, dental, and vision insurance -Additional Benefits include: Unum Supplemental life Insurance, Aflac Critical Illness + Accidental Insurance, ID WatchDog and discounted employee phone plans. -CEFCU- Citizens Equity First Credit Union - Employees have access to services include payroll deductions savings, accounts, loans, VISA card, and more.

About Wagner Equipment

-Building a reputation by solving complex HVAC and cooling challenges across industries. -Evolved through acquisition and new leadership, maintaining engineering excellence. -Offers turnkey solutions from custom coil design to full installation and commissioning. -Specializes in mission-critical data center cooling, clean-room HVAC for biotech/electronics, QA lab environments, and industrial plant systems. -Design services emphasize precision, including custom coil replacements, humidity/temperature control, and engineered heat-transfer systems. -Remains a one-stop shop, integrating engineering, training, and long-term support under one roof.

Sector Specialisms

Security Clearance

-background checks -drug/alcohol testing -fit for duty testing -other job-related tests/screenings