Customer Account Representative

2 weeks ago


Edmonton, Canada Finning Full time

Description :Major Job Responsibilities: Portfolio Management:Administer collection activity and build and maintain the credit history file in utilized enterprise resource system (M3, SalesLink or other assigned systemsManage assigned accounts, includes contacting customers to follow up on accounts, reviewing accounts and notes receivables reports regularly to identify follow up requirements, monitoring and communicating customer portfolio and regional customer metrics to internal stakeholders, processing small balance write off, account adjustment, and account reconciliation, and resolving dispute, discrepancies and short paymentsAssist in branches when receiving request for Deferral’s, General Security Agreements (GSA), garage keepers liens and escalate to Team Lead.Negotiate repayment arrangements within a 90 day repayment period; escalate to Team Lead and or Credit Manager for protracted periods.Collect on past due accounts and report to Account Receivable Team Lead and or Credit Manager on accounts requiring legal action, repossession, bad debt write off and identified as risk.Customer Service:Provide customer service on accounts, includes forwarding invoices, processing credit card authorization forms, processing customer refund request; completion of Write-Off forms, Credit Matrix, and submission to the appropriate assigned signing authority.Responding to customer enquiries, by promptly answering the queue line.Reconciliation of AR accounts as requiredCredit Approval:Approve credit releases for parts, service and rentals request and authorize requests over the set credit limitReporting:Prepare weekly & monthly AR reports as assignedOther assigned duties as requiredQualifications:1-3 years of high volume corporate collections experience1-3 years’ experience processing accounts receivableStrong Excel & account reconciliation skillsProficient in MS Office ApplicationsKnowledgeable of the Personal Property Security Act (PPSA), Personal Information Protection Act (PIPA) and Bankruptcy and Insolvency Act (BIA)Knowledgeable of basic business law and basic tax lawKnowledgeable of credit procedures and CCAA (Customer Credit Agreement Act)At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.



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