Gregory Poole Equipment Company
  • Raleigh, NC, USA
  • DOE
  • Hourly
  • Full Time


Maintains customer account files within GPAX and BillTrust to ensure information is accurate and up to date. Ensures customer account files are within company and department policies. Performs as staff technician, and coordinator with respect to; credit files, credit systems, methods, procedures, forms, manuals, routing of credit information, and conformity to standards regarding the extension of credit on open account, contract sales, notes receivable, and insurance Assists all associates in the credit department with the administration of the credit function.





  1. Responsible for customer master files within GPAX and BillTrust
    Review all requests for new account set up for accuracy and conformance to corporate and company policies.
    Review all requests for changes to account master data for accuracy and conformance to corporate and company policies.
    Provides research analysis to ensure account requests meet any applicable legal requirements.
    Develop expert knowledge of GPAX system as it relates to customer accounts.
    Develop expert knowledge of BillTrust and how it interacts with GPAX, customers and the transmission of documents and data.

  2. Responsible to maintain the tax exemption status of all accounts within GPAX system.
    Review all requests for changes to tax exemption status for accuracy as well as compliance to applicable laws and policies.
    Complete all necessary research required to document tax status before making any changes. 

  3. Coordinates the processes and procedures related to the recording of contracts, filing of liens, binding of insurance, etc. to ensure compliance with established procedures and standards. 

  4. Responsible for administrating the company physical damage insurance program.
    Makes sure customers obtain physical damage insurance on equipment as a pre-condition to financing and secures proof of coverage.           Assists Credit Manager in monitoring the physical damage on financed equipment for customers as required by insurance program.           Files insurance report of loss claims and handles all necessary arrangements.
    Maintains records of insurance coverage on all company financed transactions.
    Takes or directs appropriate action on insurance discrepancies or cancellations.

  5. Maintains the computer customer account master files and coordinates with Marketing the maintenance on their marketing account files. 

  6. Maintains the credit files of the company and responsible for proper credit file documentation.

  7. Assists Accounts Administrator(s) in scheduling the public auction of repossessions and notifies all parties involved in accordance with state and local statues.
  8. Closes paid contracts financed by the company.
    Verifies the pay-off on the contract.
    Obtains the proper stamps, signatures, and termination statements.
    Terminates UCC's at NC Secretary of State and County Register of Deeds offices.
    Returns paid contracts to customers.

  9. As directed by Credit Manager carries out the established program for the follow-up and collection of CATERPILLAR accounts.
  10. Prepares and submits periodic operating reports to the Credit Manager.
  11. Responsible for the clerical functions of the Credit Department (i.e.: word processing, filing, correspondence, making copies, etc.)
  12. Maintains close working relationships both on the executive level and the operating level with all other departments of the company.
  13. Maintains external relationships with: 

            Customers                                           Attorneys                                Financial institutions  

            Accountants                                        Service agencies                      Credit reporting agencies

            The trade                                             Others as required                   Credit organizations 



Associates degree with a basic knowledge of accounting, credit, commercial law, economics, finance, sales, and research methods. 

Work Experience:
Two years of general business experience in the same or a similar industry, familiarity with account set up and administration and some exposure to sales and order procedures. Strong attention to detail. 

Technical Skills:
Familiarity with PC software applications including Windows and MS Office. 

Physical: N/A 

Ability to absorb and retain details. Considerate interest and fairness in dealing with people, and emotional stability in handling unpleasant situations with tact and diplomacy. Professional appearance, speech, and personal manner as a basis for impressing customers favorably. Ability to communicate persuasively and effectively. 

This job description is not intended to be all-inclusive.  Your supervisor may request and assign you similar duties.  Any major modification of this job role requires Human Resources approval.  

Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Gregory Poole Equipment Company
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