Auxis Credit & Collections Clerk in Heredia, Costa Rica

The Credit & Collections Clerk is responsible for performing various financial functions to ensure company invoices, credit checks, and collections are paid/performed in adherence to company policies & procedures.

This Credit & Collections Clerk must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate.

  • Draft and submit demand letters for delinquent accounts.

  • Manage key accounts reconciling payment issues and billing disputes

  • Run specific no call reports

  • Maintains accurate records relating to accounts at agency

  • Assist in forwarding delinquent customers to third party collection agencies.

  • Develop solid working relationship with sales team to use as a resource in resolving customer related issues.

  • Managing and monitoring timely collections of all accounts.

  • Provide reports on external and internal collection operations as requested.

  • Interact with other departments to resolve discrepancies.

  • Generate customer reports using Dun & Bradstreet credit service.

  • Manage customer complaints effectively

  • Perform weekly review of customer AR and list problem accounts.

  • Research customer questions or concerns.

  • Maintain aging reports and an organized follow-up schedule.

  • Enter appropriate notes in system to accurately describe all collection action taken or commitments made.

  • All other duties as assigned.

  • Work assigned accounts by making phone calls on past due balance

  • Evaluate customer history resolving past due accounts through extensive phone or email contact with customers and agents alike

  • Resolve account issues and research discrepancies

  • Deal with issues relating to return merchandise, credit holds, and must have constant rapport with agents

  • Negotiate payment plan with customers

  • Mail the customer invoices when applicable

  • Reply to daily incoming correspondence

  • Reconcile account balance as needed

  • Send customer statements on a monthly basis for all the accounts.

  • Process the credit card payments for past due accounts as needed

  • Must notify customers of their delinquent account and take action to solicit payment

  • Review terms of the sale and or credit contract with customer

  • Must follow up to ensure that the payment indeed has been done

  • Able to handle other administrative functions for accounts assigned, including recording changes of addresses and replying to mail correspondences.

  • Fluency in English (oral and written) required

  • 1years of experience in accounting or collections preferred

  • High school diploma required. Higher education or certification preferred

  • Advanced knowledge of MS Office tools (Excel and Word)

  • Knowledge of SAP (Einstein) is highly desired

  • Ability to interface with tact and diplomacy at all levels

  • Must be organized, detail oriented self-starter

  • Capability to prioritize workflow and ensure follow-up

  • Strong analytical and problem solving skills

ID: 2016-1282

External Company Name: Auxis

External Company URL: www.auxis.com