Credit & Collection Coordinator

hace 3 semanas


Santiago de Querétaro, Querétaro de Arteaga, México Mitsubishi Electric Automation A tiempo completo

POSITION SUMMARY
The Credit and Collections Coordinator role combines a focus on timely collections and dispute resolution with ensuring adherence to complex tax regulations.

POSITION DUTIES AND RESPONSIBILITIES
Essential Functions

• Manage portfolio of accounts through calls, emails, and on-site visits

• Upload invoices into the customers' portal.

• Resolve billing disputes through negotiation and problem-solving.

• Escalate severely delinquent accounts to external collections.

• Process customer inquiries and reconcile invoices/credit memos.

• Maintain accurate customer data in SAP, including customer name, credit limits and payment terms to accurately bill.

• Establish credit limits based on risk assessment within grant of authority.

• Collaborate with cross-functional teams on credit memos, cancellations, and rejected complementos.

• Monitor and report credit concerns to management.

• Contribute to process improvements and support daily operations.

• Participate in credit-related projects and conduct account reconciliations.

• Deliver invoices/billings to customers when physical copies are required.

• Research and implement sales tax procedures changes based on SAT regulations.

• Reconcile SAT, SAP and 3rd party invoices & complementos to ensure all documents are accounted for properly.

• Understand and apply SAT laws to ensure business operations are compliant.

• Collaborate with 3rd party vendor to ensure invoice compliance with SAT protocols.

• Perform additional duties as assigned.

Supervisory / Managerial Responsibilities

• None

Travel Requirements

• Approximately 10% travel based on customer demand, primarily within Mexico

• Limited oversees travel may be required

ESSENTIAL EDUCATION, SKILLS AND EXPERIENCE

• Bachelor's degree in accounting or related field

• Minimum 3 years of experience in credit and collections

• Proficient Microsoft Office (Excel, Word, PowerPoint)

• Excellent interpersonal skills to establish and maintain effective relationships with internal and external stakeholders

• Bilingual in English and Spanish is required.

• Ability to meet deadlines

BENEFICIAL EDUCATION, SKILLS AND EXPERIENCE

Accounts receivable accounting and IFRS and local GAAP knowledge is preferable

Demonstrated competencies in the areas of process improvement

• Proficient in major ERP system (Detecno, HANA)

• Good analytical and problem-solving skills

• Team-focused, results oriented

• General experience in a multi-national company.



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