Credit Specialist

hace 6 meses

Tlahuac, México Kids II Inc A tiempo completo

At Kids2, we’re really good at what we do. And when we’re great at our jobs, we help parents be great at their jobs.

Parenting is demanding, and that’s where we come in. We want to reimagine how brands can make it easier for early stage parents - not by just selling them products, but by providing holistic solutions that transcend borders, categories and aisles.

No matter our title or department, at Kids2, our job is to create more tiny wins for parents, so they can create bright futures for their little ones. That’s a big task

We’re serious about what we do, AND we love to have fun. Our team is hardworking, entrepreneurial, and passionate about helping families create millions, if not billions of tiny wins.

SUMMARY

The Credit Specialist is responsible for managing a customer portfolio to prevent delinquency of the Mexico segment accounts receivable. Investigate, evaluate, analyze, and resolve customer allowance and chargeback claims. Insure customer billing and related activities are compliant with Mexico CFDI requirements (Comprobantes Fiscal Digital por Internet).

PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

- Resolves, collects, and manages 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 of same consistent with Mexico CFDI requirements.
- Facilitate, research, and analyze allowance or chargeback deductions taken by customer via interaction with sales manager or functional specialist, analysis of customer specific allowance budget, and resolution through credit memo issuance or chargeback to customer.
- Ensure CFDI compliance with customer payment compliments, credit memos or other adjustment transactions.
- Prepares credit memos and/or adjustments for approval by manager by gathering and presenting all documentation necessary for validation using established workflows.
- Within an assigned portfolio, meet or exceed company expectations on delinquency targets and other receivable metrics as assigned including individual performance goals, DSO, and other key performance indicators.
- Provides updates to Unpaid Invoice Status, Global Claims, and other required department reports by utilizing MS Excel, customer contact, and internal resources.
- Attend and participate in customer claim meetings including updates to management of current statuses
- Research and resolve open credits and unapplied payments on customer accounts.
- Process credit memos associated with customer RMA (return merchandise) on assigned accounts.
- Posts cash receipts by verifying and entering transactions from lock box and/or bank deposits.
- 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 closing procedures within time requirements.
- Establish and maintain positive relationships with cross functional teams involved in A/R processes.
- Works on special projects as requested by Manager.

QUALIFICATIONS & EXPERIENCE
- Four years’ experience in commercial credit and collections within Mexico.
- Manufacturing industry experience
- Well versed in all areas of MS Office. Intermediate user of MS Excel.
- Preferred experience with customers such as Walmart Mexico, Liverpool, Sears Mexico, and Soriana.

EDUCATION & SKILLS
- Minimum of four years experience and/or training in 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 of organization in both Spanish and English.
- Strong communication, interpersonal, negotiating, and problem solving/analytical skills.

CERTIFICATES, LICENSES, REGISTRATIONS
- n/a

COMPUTER/TECHNICAL SKILLS
- Proficient in Microsoft office. Preferred skills in Excel pivot tables and spreadsheets

PHYSICAL DEMANDS
- While performing the duties of this job, the team member is regularly required to talk or hear.
- The team member frequently is required to sit; have flexible use of hands; reach with hands and arms; and 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 and/or move up to 25 - 50 pounds.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT
-

  • Customer Marketing Specialist

    hace 7 meses

    Tlahuac, México Rocket.la A tiempo completo

    **Oportunidad Laboral: Customer Marketing Specialist** Estamos en búsqueda de un profesional apasionado por el marketing digital y los servicios financieros para unirse a nuestro equipo como Customer Marketing Specialist **Responsabilidades Clave**: - Colaborar con otras áreas para crear, revisar y adaptar contenidos existentes, asegurando coherencia de...

  • Analista de Credito- C04

    hace 7 meses

    Tlahuac, México Citi A tiempo completo

    The Credit Initiation Specialist 4 is an entry level position responsible for assisting in assessing the ability of individuals, companies and institutions to meet the demands of loans, agreements and extended obligations in coordination with the Operations - Services team.The overall objective of this role is to minimize threats to the company by...

  • Trade Finance Specialist

    hace 6 meses

    Tlahuac, México America Steel Trade Corporation A tiempo completo

    **Trade Finance Specialist** **America Steel Trade Corporation** is an international trading company headquartered in North Miami, Florida. AST specializes in sourcing, importing, and distributing steel products to the North, Central and South American Markets. Who are we looking for: A motivated and self-driven individual who has significant communication...

  • Senior Payroll Specialist

    hace 6 meses

    Tlahuac, México CTPG A tiempo completo

    **Importante fintech internacional solicita: Senior Payroll Specialist** **Requisitos**: - Experiência en Instituciones financieras; Departamento de nómina - Aplicación de descuento en créditos Infonavit y Fonacot - Timbrado de nomina - Envió de CFDI o Modificaciones de salario (SUA e IDSE) - Determinación de S.B.C. - Confrontas IDSE vs SUA vs...

  • Senior Payroll Specialist

    hace 6 meses

    Tlahuac, México CTPG A tiempo completo

    **Importante fintech internacional solicita: Senior Payroll Specialist** **Requisitos**: - Experiência en Instituciones fintech; **Departamento de nómina**: - **Implementación de procesos de nómina**: - Aplicación de descuento en créditos Infonavit y Fonacot - Experiência optimizando procesos - Timbrado de nomina - Envió de CFDI o Modificaciones...

  • Export Specialist

    hace 6 meses

    Tlahuac, México InnovaRH A tiempo completo

    We invite you to join our team as **EXPORT SPECIALIST** **Requirements**: - Bachelor’s Degree in International Trade - 3 years of experience in a similar position - Conversational Business English (EXAM REQUIRED) - Knowledge of Customs Regulations (pedimentos, certificates, incoterms, etc.) - Commercial and Logistics Analysis Skills - Availability to...

  • Credit Bureau Reporting Specialist

    hace 7 meses

    Tlahuac, México Citi A tiempo completo

    The Credit Portfolio Senior Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties...

  • CRM Specialist

    hace 6 meses

    Tlahuac, México Stori A tiempo completo

    **Who we are?** Stori is one of the fastest growing fintech start-ups that combines data+technology to serve the unbanked population in Latin America. Financial inclusion has been a persistent challenge in our society and from day one, we have set a bold goal to serve one hundred million low-income people by 2028. Our leaders, with over 70 years of...

  • Analista de Crédito Ec C10

    hace 7 meses

    Tlahuac, México Citi A tiempo completo

    The Credit Analyst 1 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines...

  • Trade Finance Specialist Mexico

    hace 7 meses

    Tlahuac, México America Steel Trade Corporation A tiempo completo

    America Steel Trade Corporation is an international trading company headquartered in North Miami, Florida. AST specializes in sourcing, exporting/importing, and distributing commodities to the North, Central and South American Markets. The Trade Finance Specialist plays a pivotal role in facilitating international trade transactions by ensuring the...

  • Invoice to Cash Specialist

    hace 6 meses

    Tlahuac, México Alcon A tiempo completo

    As Invoice to Cash Specialist, you will: Accounting includes work across multiple areas of accounting including: - Ensuring compliance with financial transaction recording standards (e.g., general ledger, cash payments/collections, tax transactions, etc.) - Control/reconciliation of accounts and records (balance sheet, P&L, bank accounts, etc.) -Accounting...

  • Operations & Finance Specialist

    hace 7 meses

    Tlahuac, México Fossil Fuel Non-Proliferation Treaty A tiempo completo

    **Position Type**:Flexible. Full-Time. **Location**:Fully Remote, Worldwide **Introduction** The world's largest fossil fuel producers are already on track to produce more than twice the amount of coal, oil and gas than can ever be burned if we are to hit our climate targets. The Fossil Fuel Non-Proliferation Treaty Initiative champions a new...

  • Retail Back Office Specialist

    hace 6 meses

    Tlahuac, México Richemont A tiempo completo

    Reference Code: 100269**Retail Back Office Specialist**: - Richemont- CDMX, MEX, MX- Permanent- Richemont owns some of the world’s leading luxury goods Maisons, with particular strengths in jewellery, fine watches and premium accessories. Each Maison represents a proud tradition of style, quality and craftsmanship and Richemont seeks to preserve the...

  • Event Specialist

    hace 6 meses

    Tlahuac, México Thomson Reuters A tiempo completo

    **Event Specialist**: Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? If yes, we are looking for you! Join our team! The Event Specialist role is a key support function for the Enterprise Sponsorship & Events team. Effectively supporting the Events team by...

  • Analista Liberación de Creditos Hipotecarios/ C05

    hace 6 meses

    Tlahuac, México Citi A tiempo completo

    The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 5...

  • Quickstat-air Logistics Revenue Care Specialist

    hace 6 meses

    Tlahuac, México Kuehne+Nagel A tiempo completo

    Estamos en busca de un Revenue Care Specialist para nuestra División QuickSTAT en Air Logistics, basado en nuestra oficina Corporativa de Ciudad de México. ** Tu función**: Administrar la información obtenida de los clientes a través customer service y de las áreas con las que interactúen para para generar la facturación y envío de documentos de...

  • Ops Support Specialist 4

    hace 7 meses

    Tlahuac, México Citi A tiempo completo

    The Ops Support Specialist 4 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 4...

  • Accounts Receivable Specialist

    hace 6 meses

    Tlahuac, México Hubtek LLC Mexico A tiempo completo

    **Hubtek** is a company that believes in young talent and seeks to support the development of its employees on a personal and professional level through learning experiences and growth opportunities. We support companies through our **Talent, Technology, and Training** services. We have been impacting the world **since 2018** and we want to keep pushing...

  • Billing Accountant Specialist Home Office

    hace 7 meses

    Tlahuac, México Training Talent A tiempo completo

    **Vacante para la empresa Training Talent en Benito Juárez, Ciudad de México**: **¿Quiénes somos?** - Nos dedicamos a la integración de soluciones colaborativas y IoT, socios estratégicos de Microsoft con presencial a nível nacional e internacional, administramos diversos tipos de contratos y servicios directamente con la filial en EEUU; por ello,...

  • Trust Product Specialist

    hace 6 meses

    Tlahuac, México Citi A tiempo completo

    The Product Specialist is an intermediate level position responsible for the development of product plans, strategies and tactics in coordination with the Product Management team.The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive...