Company: Finning Canada Number of Openings: 1 Worker Type: Temporary (Fixed Term) Position Overview: The Customer Account Representative is responsible for assisting customers and branch employees with credit account inquiries and requests. It focuses on collection of past due accounts and mitigating the risks associated with extending credit through proper and regular review of customers’ accounts. They ensure that corporate policies and guidelines are followed with all credit and collection processes while delivering a high level of customer service that supports business and sales strategic objective. This position is a Temporary, 18-month opportunity based in West Edmonton, offered under a hybrid work arrangement. Job 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 systems Manage 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 payments Assist 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 required Credit Approval: Approve credit releases for parts, service and rentals request and authorize requests over the set credit limit Reporting: Prepare weekly & monthly AR reports as assigned Other assigned duties as required Qualifications: 1-3 years of high volume corporate collections experience 1-3 years’ experience processing accounts receivable Strong Excel & account reconciliation skills Proficient in MS Office Applications Knowledgeable 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 law Knowledgeable 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. About Us Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 80 years. The company sells, rents and provides parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications. Finning employs approximately 14,500 people world-wide and operates in three geographies, with the head office in Vancouver, BC, Canada. OUR DIVISIONS Finning International Inc. is the corporate head office of the publicly traded corporation, which is listed on the Toronto Stock Exchange under the symbol: FTT. Finning Canada is the authorized dealer for Caterpillar products in British Columbia, Alberta, Saskatchewan, the Northwest Territories, and a portion of Nunavut. Finning South America is the authorized dealer for Caterpillar products in Chile, Argentina, and Bolivia. Finning UK and Ireland is the authorized dealer for Caterpillar products in the United Kingdom and Ireland. Rental of equipment is facilitated through the dealership locations as well as The Cat Rental Store locations in Finning Canada and Finning South America. OEM Remanufacturing - OEM, a Finning enterprise, is one of North America's most advanced engine and powertrain component remanufacturing providers and is located in Edmonton, Alberta.
