Sr. Credit Specialist

Credit Specialist – Mexico Kids2 is dedicated to helping parents excel by providing holistic solutions beyond just products. SUMMARY The Sr. Credit Specialist manages a customer portfolio to prevent delinquency of the Mexico segment accounts receivable, investigates, evaluates, analyzes, and resolves customer allowance and chargeback claims, and ensures customer billing and related activities comply with Mexico CFDI requirements (Comprobantes Fiscal Digital por Internet). PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS Resolve, collect, and manage customer receivable accounts, outstanding invoices, and claims utilizing internal and external resources, including personal visits with customer representatives. Generate tax‑compliant billing of customer accounts and ensure proper EDI customer receipt consistent with Mexico CFDI requirements. Facilitate, research, and analyze allowance or chargeback deductions taken by customers through interaction with sales managers or functional specialists, analyzing customer‑specific allowance budgets, and resolving through credit memo issuance or chargeback to the customer. Ensure CFDI compliance with customer payment compliments, credit memos, or other adjustment transactions. Prepare credit memos and/or adjustments for approval by manager, gathering and presenting all necessary documentation for validation using established workflows. Within an assigned portfolio, meet or exceed company expectations on delinquency targets and other receivable metrics, including individual performance goals, DSO, and other key performance indicators. Lead or assist in conducting or reporting on routine credit/collections projects. Provide updates on Unpaid Invoice Status, Global Claims, and other required department reports using MS Excel, customer contact, and SAP. Attend and participate in customer claim meetings, including updates to management on current status. Research and resolve open credits and unapplied payments on customer accounts. Process credit memos associated with customer RMA (return merchandise) on assigned accounts. Post cash receipts by verifying and entering transactions from lock‑box and/or bank deposits. Accurately and timely apply payments against customer invoices or other receivable items to match customer remittance. Maintain adherence to company policies or SOPs related to the AR or credit processes. Perform day‑to‑day financial transactions including verifying, classifying, computing, posting, and recording of accounts receivable or related data. Review and release of customer orders from credit hold for assigned accounts. Complete any assigned month‑end closing procedures within time requirements. Establish and maintain positive relationships with cross‑functional teams involved in A/R processes. Work on special projects as requested by supervisor, including opportunities for process improvements and implementation of best practices to enhance efficiency. QUALIFICATIONS & EXPERIENCE 5 years of experience in commercial credit and collections within Mexico. Experience working with SAT invoicing and payment regulation. Well‑versed in all areas of MS Office; intermediate user of MS Excel. Strong attention to detail and organizational skills. Ensure compliance with company policies, financial regulations, and accounting standards. Preferred experience with customers such as Walmart Mexico, Liverpool, Sears Mexico, and Soriana. EDUCATION & SKILLS Bachelor's degree or equivalent from a four‑year college or a minimum of 4 years of experience and/or training in a related field. Fully bilingual in both Spanish and English, with ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence in both Spanish and English. Ability to speak effectively before groups of employees in both Spanish and English. Strong communication, interpersonal, negotiating, and problem‑solving/analytical skills. COMPUTER / TECHNICAL SKILLS Must be proficient in Microsoft Office, including advanced Excel functions such as VLOOKUP, pivot tables, and data analysis tools. Previous experience working with SAP preferred. PHYSICAL DEMANDS While performing the duties of this job, the team member is regularly required to talk or hear, frequently sit; use hands; reach with hands and arms; stoop, kneel, crouch, or crawl. The team member is occasionally required to stand, walk, and taste or smell. The team member must regularly lift and/or move up to 10 pounds and occasionally lift or move up to pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIRONMENT General office environment. This hybrid role is in our Santa Fe office Tuesday–Thursday, 8‑5. We offer competitive pay, flexible hours, and generous benefits. To keep things fun, we offer a host of team‑member activities and philanthropic efforts throughout the year, as well as company‑wide awards and recognition for a job well done. Check out our website and our social media pages on LinkedIn, Facebook, and Instagram for more information and open positions in the career section. Drug Free Workplace M/F/D/V #J-18808-Ljbffr