What are the responsibilities and job description for the Credit Account Representative position at Yancey Bros. Co.?
Who We Are:
From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.
What You Will Be Doing:
As a Credit Account Representative, you will be responsible for contacting customers who have delinquent debt due to Yancey Bros. Co. The primary purpose of the position is to work with customers to secure payment and assist them with any invoice/statement questions or disputes. The position is often a liaison between the customer and Sales and Operations personnel. Major expected result is to maintain a portfolio of accounts at the lowest possible aging that will allow the company to maintain the best possible borrowing base with regards to Accounts Receivable.
Primary Responsibilities:
- Collection Calls
- Log customer feedback into system
- Log customer disputes in database
- Assist Internal customers with information
- Assist Customers with information
- Prepare corrections to customer accounts
- Prepare demand letters
- Prepare accounts for legal
Additional Responsibilities:
- Participate in required safety programs, and working in a safe manner
- Miscellaneous duties and reports as assigned by manager
Who We Are Looking For:
To be successful in this position you should have prior account management experience or training. Excellent customer service, organizational and communication skills are also required.
Education/Experience:
- High school diploma required. Bachelor's degree in finance or accounting preferred.
- 5 years experience with commercial collections.
- 2-5 years experience as a commercial credit analyst preferred.
Required Qualifications/Skills:
- Excellent Customer Service skills
- Excellent negotiating skills
- Good listening skills
- Positive attitude
- Attention to detail
- Persistence
- Excellent organizational skills
- Proficient with Microsoft Office Excel and Word – You must be able to create spreadsheets and use basic formulas
- Ability to quickly adapt to change
Preferred Qualifications/Skills:
- NACM Affiliation/Certifications
- Billtrust experience
- Netnow experience
- D365 expereince
- Collection Automation Software experience
- Ability to speak, read, and write Spanish fluently
Values:
At Yancey Bros. Co, we are always looking to add people to our team who share our core values:
- Safety: We value the lives and health of our team and customers above all else.
- Integrity: We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.
- Teamwork: We work as one across our organization for the benefit of our customers.
- Excellence: We strive to be the best, continuously improving our customers’ experience and the solutions we provide.
- Sense of Urgency: We respond quickly to customer needs and hold ourselves accountable for results.
Ideal candidates will demonstrate the following values:
- Acting in a safe manner
- Exhibiting honesty and integrity
- Acting in a fair and ethical manner
- Team mentality
- Delivering quality results
- Embraces change / improvement
- Exhibiting superior customer service skills
- Exhibiting pride and ownership
- Working with a sense of urgency
- Exhibiting a winning attitude
What We Offer:
Yancey Bros Co offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.
Competitive Pay Structure
- Compensation: Competitive Pay
- Individual Bonus Opportunities Available
- Technician Tool Allowance
- 401k Plan Strong Company Match
- Employee Profit Sharing
- Financial Wellness Coaching
Employee Wellness Program
- Medical, Vision, Dental Insurance
- Prescription Drug Coverage
- Flexible Spending Accounts
- Short & Long Term Disability
- Group Life Insurance
Personal Time Off
- Paid Holidays
- Paid Sick Leave
Career Development
- Tuition Reimbursement
- Ongoing Training
- Advancement Opportunities