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Customer Account Representative 1

HOLT CAT
United States, Texas, San Antonio
5665 Southeast Loop 410 Access Road (Show on map)
Jul 15, 2026
The Customer Account Representative 1 handles collections of company customer accounts in their assigned portfolio, account reconciliations, and provides external customers and internal business partners with any information needed to process payment for invoices in a customer service oriented manner. This position works under general supervision and performs functions related to all areas of credit and collections, including, but not limited to, cash applications, reference checking, credit investigations, and collections. The incumbent in this position is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development. Department Finance and Bus Resources (FIN) Employment Type Full Time Location San Antonio Address 5665 SE Loop 410, San Antonio, Texas, 78222 Open in Google Maps Workplace type Onsite Essential Functions Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts Resolves billing and customer credit issues and investigates historical data Identifies high risk accounts and communicates information to management review and collaborates throughout collection process Consistently communicates customer service and collection issues to internal business partners in a timely manner Verifies customer account information is correct and updates as needed Processes credit card payments and requests refunds Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards Requires regular and punctual employee attendance Performs other duties as assigned Knowledge, Skills, and Abilities Strong customer service skills Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances Must have strong analytical and organization skills Excellent communication skills, both written and verbal Good judgement and decision making skills Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask Ability to work with individuals and groups Extensive knowledge of Fair Debt Collections Practices Act Requirements Education and Experience: Minimum of one year experience in Consumer or Commercial collections required, three or more years' preferred High school diploma or equivalent required, Bachelors' Degree in related field preferred Supervisory Responsibilities: None Travel: Limited travel is to be expected Physical Requirements: To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina Occasionally moves materials or equipment weighing up to 25 lb This role frequently communicates with others, must be able to exchange accurate information in these situations This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines Work Environment: This job is performed inside a professional office environment, in environmentally controlled conditions Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed. About HOLT CAT HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team. Apply Now