Equipment Depot · 5 hours ago
CREDIT AND COLLECTIONS ANALYST
Waco, TX
Full-time
Onsite
Entry Level
2+ years expEquipment Depot is seeking a CREDIT AND COLLECTIONS ANALYST to process customer credit applications and support various departments. The role involves handling customer inquiries, managing credit files, and ensuring accurate documentation and communication with customers.
Manufacturing
Responsibilities
Process and/or review customer credit applications and make recommendations for to Senior Credit Manager
Sets up COD accounts as requested
Research and resolve customer inquiries/disputes as requested by customer and follow up until resolved
Answers incoming customer service calls and works with customer to satisfy their needs
Record detailed conversations with customer/departments on customer comment screens
Research new addresses, phone numbers, etc. on internet as a result of returned mail
Some clerical duties to include responding to customer inquiries, filing, etc
Responds to customer credit reference requests
Prepares check requests for refunds as requested
Cross trained to follow up on return checks
Research cash receipts for cashiers when there is no clear direction on where to post payment. Contacts customer for that information and applies payment as requested
Sends out monthly statements as requested by customer
Maintains changes to customer card on EquipSoft and makes changes as required
Open and distribute all Credit Department mail
Prepares courtesy letters each month for rental customers
Processes all customer insurance policies and updates EquipSoft accordingly
Report to Senior Credit Manager and perform other duties as requested
Review and grant internal credit authorizations as requested
Qualification
Required
High school diploma required
2+ years of credit/customer service
Strong computer skills in the operation of all programs used by the organization including Microsoft Word, Excel and Google Applications
Preferred
Associates or Bachelor's degree preferred
Company
Equipment Depot
Equipment Depot is dedicated, knowledgeable and passionate.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Clint McNair
Chief Financial Officer
Renee Beck
Regional CFO
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