Account Coordinator 1

Wheeler Machinery Co. • Salt Lake City, UT • 2d ago

Salt Lake City, UT

Description

An Account Coordinator 1 provides day-to-day support for the Credit Department, assisting as a liaison between both external and internal customers. Account Coordinators are responsible for managing a group of designated customer accounts, ensuring the customers are adhering to their credit terms, while providing quality customer service.

Duties and Responsibilities

Understand how to work and keep others safe in the work environment.

Participate in Continuous Improvement initiatives.

Contact customers with a past due balance via phone email, written letters, and in person.

Create and manage customer relationships.

Contact new customers for company introduction.

Verify contact information and invoice and statement delivery preferences.

Provide monthly checks via phone calls, emails, and text messages.

Notify customers of any marketing of CAT promotions.

Answer phone calls as they come in and respond to emails promptly.

Monitor assigned accounts to identify any outstanding invoices or issues.

Work with internal departments to resolve customer disputes and other issues as they arise.

Ensure customers are receiving their invoices and statements.

Collect payments from customers.

Provide payment options over the phone/email for credit card or ACH.

Provide financing options with the CAT Card and/or CAT Financial.

Work with leadership to plan, prepare and present payment plans to customers that need assistance paying their past due balance.

Reconcile accounts and resolve payment discrepancies.

Partner with Accounts Receivable to ensure accurate posting of payments.

Cross-train on team members duties and assist when needed.

Perform all other duties as assigned.

Qualifications

Education

High School Diploma (required)

Associates degree in related field (preferred)

Professional Certification

National Association of Credit Management (NACM) designation (preferred)

Specialized skills

Credit and collection experience 1-2 years (preferred)

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Excellent oral and written communication

Adapts well to change, and trusts that changes are made when necessary.

Excellent organization and time management

Characteristics

Team player who wants peers to succeed, is willing to offer assistance and collaborate rather than compete.

Trustworthy, accountable, reliable and does not require constant supervision.

Positive attitude that focuses on solutions to overcome challenges.

The previous declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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