The Customer Account Representative is responsible for assisting customers and branch employees with credit account inquiries and requests. This role focuses on the collection of past‑due accounts and mitigating risks associated with extending credit through consistent and thorough review of customer accounts. The representative ensures all corporate policies and guidelines are followed throughout credit and collection processes, while delivering a high level of customer service that supports both business and sales strategic objectives.
This position is a hybrid role, requiring three days per week in the office at the Edmonton branch, based on business needs. The hourly rate for this role is $22 to $25 per hour.Job Description:
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.
Top Skills
What We Do
Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 90 years. We sell, rent and provide 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. Since 1933, when Finning was first established in Canada by Earl B. Finning, our name has conveyed integrity, reliability and resourcefulness. Over the years, the company has grown as a result of a genuine commitment to earning customer loyalty. With our broad product support infrastructure and unmatched service capabilities, we deliver solutions that enable customers to achieve the lowest equipment owning and operating costs while maximizing uptime. Finning employs over 13,000 people world-wide and operates in three geographies, with the head office in Vancouver, Canada.
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