Credit Controller Representative II

hace 2 semanas

San Francisco, Heredia, Costa Rica Thermo Fisher Scientific A tiempo completo
Work Schedule
Standard (Mon-Fri)
Environmental Conditions
Office
Job Description

Key Responsibilities

  • Management of customers with a portfolio categorized as low complex for in an assigned portfolio to ensure compliance with payment terms and credit limits utilizing ERP system, Order Release Portal and perform the coding process of the activities already predetermined in the corresponding Cforia / GetPaid system, to provide visibility of the status of the customer's invoices.
  • Perform risk assessments on new existing account and make recommendations on the appropriate credit limits, risk categories and credit terms so that well-founded decisions can be taken.
  • Assist the team in achieving annual targets on collections and support credit risk assessments of our credit analysis shared service in Costa Rica.
  • Tracking unapplied/unidentified Payments.
  • Perform financial statement analysis, issuing recommendations for credit line increases as appropriate and following the department's approval matrix.
  • Oversee the review and documentation of the "Credit Hold" process.
  • Release orders on hold based on credit analysis on customers trade AR.
  • Set up the terms of credit for new clients and responsible for the review and proper escalation of requests for extended payment terms.
  • Negotiate payment plans.
  • Liaise with customers and the commercial department.
  • Identify and analyze credit notes, debit notes and cash not correctly applied to inform the appropriate department how to proceed, to leave the account statement in zero balance or otherwise return the cash to the customer.
  • Facilitate the payment of invoices by credit card with the corresponding department (Cash Apps) when requested by the client, under exception and approval of the supervisor in charge.
  • Facilitate or ensure that customer invoices are uploaded correctly in the portals established by them or that they are sent by email.
  • Manage the web billing systems of the company, as well as the systems of the customers.
  • Collaborate with customers to escalate inquiries and provide updates to leaders; negotiation and problem resolution; prepare and provide data for customers; educate business partners on best practices to drive compliance across the enterprise; to support sales goals and streamline the credit and collections process.
  • Prepare statements and reports for the company accountant.
  • Manage own email inbox; this requires an appropriate sense of urgency and prioritize, good customer service, and organization.
  • Inform the supervisor of the uncollectable accounts, which are determined when the complete collection process (due diligence) has already been followed up, exhausting efforts for all possible means of monitoring the account, so that they can be directed to the third-party collection agency process with the subcontracted company or legal department.
  • Participate in updating the Job Aids or supporting documentation the SOP of the processes when required.
  • Identify opportunities to improve processes PPI related to your department, proposing solutions and best practices.
  • Provide support and make any other request that is required by the needs of the company.
  • Comply with company ethics and integrity standards, using the open-door policy in the execution of the processes.
Minimum Requirements/Qualifications

  • High School Diploma required; Bachelor's in finance, accounting, economy, mathematics preferable, or years of equivalent / demonstrable experience in the position.
  • 1 – 2 years of experience.
  • Previous work experience in Shared Service Centers.
  • B2 English Level.
  • MS Office (Word, Excel, Power Point and Outlook).
  • Experience and capability to handle at least one ERP (SAP, Oracle, JD Edwards, BAAN, QAD, Intuitive, Mainframe).
  • Experience and capability to handle at least one ERP (SAP, Oracle, JD Edwards, BAAN, QAD, Intuitive, Mainframe).
Additional Desirable Requirements

  • Experience in Cforia and/or Get Paid
Competences

Build customer loyalty:
Provide trust between internal and external customers.

Embrace practical process improvement:
Embrace continuous improvement using the internal model to improve processes and resolve issues.

Communicates Openly:
Communicate honestly and appropriately with colleagues, leader and managers.

Foster growth:
Demonstrate passion, commitment, a strong interest in results and understanding of objectives.

  • Stimulate personal growth, including one's own: Practice self-development, as well as promote the development and growth of colleagues.

Leverage Business Efficiency:
Make profitable business decisions, apply contingency plans to strategies, and make data-driven decisions.

Promote continuous learning:
Raise the bar regarding processes and results.

Build organizational relationships:
Promote collaboration, foster teamwork, and lead by example.

Put the Customer First:
Think and act with a customer-centric mindset to deliver exceptional customer experiences.

Own Your Results:
Take personal accountabilities for all you do and always exercise good judgement.

  • Find a

Better Way Every Day:
Be intellectually curious and embrace Practical Process Improvement (PPI).

  • Credit Controller Representative Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Thermo Fisher Scientific A tiempo completo

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeKey Responsibilities Management of customers with a portfolio categorized as low complex for in an assigned portfolio to ensure compliance with payment terms and credit limits utilizing ERP system, Order Release Portal and perform the coding process of the activities already predetermined in the...

  • Credit Controller Representative II

    hace 2 semanas

    San Francisco, Heredia, Costa Rica ThermoFisher Scientific A tiempo completo

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionKey Responsibilities• Management of customers with a portfolio categorized as low complex for in an assigned portfolio to ensure compliance with payment terms and credit limits utilizing ERP system, Order Release Portal and perform the coding process of the activities already...

  • Credit Controller Representative II

    hace 4 semanas

    San Francisco, Heredia, Costa Rica ThermoFisher Scientific A tiempo completo

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionKey Responsibilities• Management of customers with a portfolio categorized as low complex for in an assigned portfolio to ensure compliance with payment terms and credit limits utilizing ERP system, Order Release Portal and perform the coding process of the activities already...

  • Credit Controller Analyst I

    hace 1 semana

    San Francisco, Heredia, Costa Rica Thermo Fisher Scientific A tiempo completo

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionPosition SummaryThe "Credit Controller Analyst I" will play a key role within the "Order to Cash" Department, in supporting the business in the skilled management of credit exposure and collection of trade debt for the NA Region.To ensure success as a credit controller, you should...

  • Credit and Collections Customer Care Specialist

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    Primary Areas of Responsibility Responsible for making decisions to release orders/accounts, note in the system why they made the decision on the release and held accountable to comply with all required validation steps. Collect payment information and validate past performance history for trade customers. Update customer's log in the system Disposition...

  • Credit Analyst

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    Requisitos:Qualifications: 2-4 years' experience in Accounts Receivable, Credit and/or Collections with knowledge of departmental function, terminology, and interrelationships High School Diploma required, Associates Degree or higher preferredBeneficiosBenefits WFH-2 days Office (Ultra park II Lagunilla, Heredia) Private Medical Insurance Asociacion...

  • Credit & Collections Analyst

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    Responsibilities:Working with customers and internal stakeholders to resolve the disputed issue (e.g., volume, price, freight, short-pays, account issues, promotions, etc.)Coordinate actions based on root-cause analysis on disputes and identify customer patterns that can be resolved by working directly with the customer or Sales/MAResolve collections issues...

  • Credit Analyst

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    Requisitos:Skills and Experience: Minimum of 3 Years of experience in Service Desk or similar environment Can effectivity demonstrate advanced experience with ServiceNow ITSM usage and workflows Exceptional customer support and interpersonal skills Excellent Written and Verbal Communication; Superior telephone etiquette Bilingual - SpanishBeneficiosWFH-2...

  • Pbwm and Lf Controller Financial Reporting Senior

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Personal Banking Wealth Management and Legacy Franchises (PBWM and LF) Controller Finance Solutions Senior Lead Analyst position is responsible for Earnings, Forms 10-Q/10-K analysis and reporting in coordination with the Finance teams. Additionally, the Finance Solutions Senior Lead Analyst implements new GAAP reporting requirements, control procedures,...

  • Accounts Payable Representative

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completo

    Responsible for the organization's creditor and debtor accounts.Manages or performs work in some/all of the following areas: *Accounts Payable invoice verification, payment authorization and processing; *Reconciliation of accounts payable ledgers to identify improper changes, validate transactions and ensure accurate and timely payment of amounts...

  • Accounts Receivable Clerk Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Cencora A tiempo completo

    What you will be doing Under the supervision of the Manager or Supervisor, the Accounts Receivables Clerk II is responsible for soliciting payments on past due accounts. Additionally, this role is responsible for performing a variety of accounting tasks. Proactively solicits payment on overdue accounts according to payment terms. Working in a...

  • French & English Customer Service Representative

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Equifax A tiempo completo

    Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.Our Global Consumer Care representative will provide support to customer calls from the USA. Utilize various methods to validate customer...

  • Clerk Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Cencora A tiempo completo

    What you will be doing Under general direction of the Supervisor, Credit & Collections, Manager or Director associate supports the Credit and Collection function. The primary objectives of the position are to ensure the high quality of accounts receivable with proactive customer evaluation.Through analysis of character, capacity, capital, collateral, with...

  • Accounts Receivable Specialist

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    The primary responsibilities of this position are to process and record customer refunds, resolve credit card chargeback disputes, monitor and prevent fraudulent transactions and ensure timely processing of freight billsRESPONSIBILITIES:Process Credit line & lease refunds for SOTF daily Process credit card and PayPal refunds for SOTF & Instawares daily...

  • Customer Service Representative Trilingual

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Equifax A tiempo completo

    Our Consumer Experience Consultant will provide outstanding support to individuals from the USA through inbound calls. Helping people live their financial best.What you'll do Provide support and education regarding credit information, file interpretations, and dispute resolution. Ensure compliance with the company's policies and country ́s regulations...

  • French & English Customer Service Representative

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Equifax A tiempo completo

    As a Product Fulfillment Senior agent you will be responsible for assisting in the Identity Restoration line, learn about the procedures to protect fraud victims and be an active character in the reestablishment of their credit report to help them live their best financial lives.What you'll do: Respond to the ID Restoration consumer line Comply with metrics...

  • Accounts Receivable Clerk Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Cencora A tiempo completo

    What you will be doingRESPONSIBILITIES:_Identifies payment discrepancies and initiates collections or dispute resolution process; performs follow up procedures as needed.Assists with in-depth customer payment analysis to properly record actions required to resolve disputed items.May assist other associates in their collection and/or reconciliation efforts...

  • Customer Care Specialist Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Company DescriptionExperian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society. We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to work for. In addition, for the last five years, we've been named in the 100 "World's...

  • Customer Care Specialist II

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job Description What you'll be doing Experian is seeking Customer Care Specialists to join our growing Call Center in Costa Rica . This is a great opportunity for someone who is passionate about providing excellent customer service, can interpret and analyze consumers' written or verbal grievances or disputes, and has strong computer skills. An...

  • Customer Care Specialist Ii

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Company DescriptionExperian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society. We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to work for. In addition, for the last five years, we've been named in the 100 "World's...