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
External Company Name: Auxis
External Company URL: www.auxis.com