• Collection for current/overdue balances per customer
• Usage of SAP´s FSCM tool to manage and follow up on pending AR issues (disputes, chargebacks, short payments, deductions, rebills, payment allocation, etc.)
• Monthly collection forecast (and follow-up to it) based on corporate targets
• Ensure the OTC process is handled according to policies and procedures
• Obtain payment remittance/allocation either by contacting customers through traditional means and/or Internet portals
• Create and maintain strong relationships with internal/external customers to leverage on them in order to achieve results
• Customers visit on regular basis to address AR-related issues
• Communicate and escalate situations in a timely manner according to SSC policies and procedures
• Engage with and influence other areas involved in the OTC process to resolve issues (Sales / Sales Admin / Finance / Customer Service / Supply Chain / Legal)
• Collections of set account base comprised of US accounts, utilizing DNB Collection Manager workflow
• Utilizing the DNB decision-maker tool along with credit decision knowledge
• Reconcile account to maintain cleanliness, and ensure credits/cash are applied in a timely matter

Skills: Accounts Receivable Management, SAP FSCM Proficiency, Collection Forecasting, OTC Process Adherence, Customer Relationship Building, Effective Communication, Cross-Departmental Collaboration, DNB Tools Utilization

• Perform credit checks on prospects and existing customers to settle appropriate credit limits and payment terms within policy.
• Review and handle order holds on a daily basis and approve orders in accordance with established SLA process and corporate credit policy.
• Supervise credit exposure and performance of AR aging in order to facilitate proactive management of risks.
• Provide support and guidance to shared service credit & collection team members.
• Develop positive relationships with daily business contacts within client portfolio.
• Proactively connect with customers for any AR inquiries, outstanding invoices, or reconciliation matters.
• Record collection activities in internal system for record keeping and tracking.
• Effectively coordinate with other departments (sales, tax, legal, billing, etc.) to resolve inquiries or disputes.
• Assist with financial reporting such as days sales outstanding (DSO), bad debt revenue reserves, cash collection forecasting, and AR adjustments.
• Assist with system or operational improvements for the credit and collection functions.

Skills: Credit Risk Assessment, Order Hold Management, AR Aging Supervision, Team Support and Guidance, Relationship Development, Customer Follow-Up, Collection Activity Recording, Cross-Departmental Coordination

• Work with customers to proactively identify discrepancies before invoices are due
• Coordinate with customer accounts payable and internal sales teams to resolve discrepancies
• Work to recognize patterns in discrepancies so that the root cause can be identified, and process changes made to reduce payment delays
• Collaborate with internal & external teams to resolve disputes and submit credit/rebill documentation where necessary to allow timely payments
• Escalation assistance for offshore team(s) where real-time connections
• Help Collections efforts in locating customers who are past due or when Email is returned
• Use the tools provided by the Oracle Collections to locate phone numbers & Email Id’s
• Ascertain escalation point of contact in the client’s location in case of missing individual details
• Maintain accurate and timely information and records in Collections systems
• Ensure Oracle compliance, internal policies, procedures, and guidelines for the purpose of the audit
• Review and release sales orders, following documented requirements for each customer

Skills: Discrepancy Identification, Discrepancy Resolution Coordination, Pattern Recognition, Dispute Resolution, Escalation Assistance, Customer Location Support, Oracle Collections Tools Utilization, Compliance and Record Maintenance

• Review, document and maintain records of customer terms of sale and allowances, ensure the customer set up in SAP is correct
• Identify, investigate and recommend action concerning overdue accounts
• Communicate with Customer Service/Sales departments concerning resolution of accounts outstanding after a predetermined period following invoicing
• Investigate and secure payment arrangements with customers which are suitable and realistic to both parties
• Reconcile major customer accounts on a regular basis
• Review and resolve issues relating to customer deductions/short payments, issuing of credit notes
• Follow up promptly on A/R inquiries from other areas of the company
• Perform routine credit checks on new accounts and obtain supplementary information
• Approve sales orders in accordance with company guidelines
• Report AR aging and Cash application in SAP
• Answer all accounts receivable-related inquiries promptly and efficiently

Skills: Accounts Receivable Management, Credit Risk Assessment, Collections and Payment Arrangements, Reconciliation Expertise, Issue Resolution, Cross-Departmental Communication, SAP Proficiency, Customer Service

• Manage and control the portfolio of the company in all its businesses to maintain an average of portfolio days. 
• Ensure payment by the client to maintain a cash flow in the company. 
• Use and master the use of mainly self-service customer portals.
• Analyze and apply payments.
• Follow-up to the recovery of collection.
• Debug charges along with sales.
• Prepare and follow up on clarifications.
• Monitoring and debugging of returns.
• Reconciliations of liabilities vs invoicing.
• Monitoring of electronic invoicing.
• Monitor receivable balances to identify disputes and billing issues promptly

Skills: Portfolio Management, Cash Flow Management, Customer Portal Proficiency, Payment Analysis, Collections Follow-Up, Charge Debugging, Reconciliation, Electronic Invoicing Monitoring

• Knows and masters the process and requirements of the clients to make the payments of the invoices.
• Know the tax rules that apply to the Credit and Collection area.
• Manage customer portals for the exchange of information.
• Integration of balances, account statements and customer histories.
• Management of payments directly with the client.
• Review and registration of clients in the system.
• Manage the cancellation of the fiscal invoice with the client and in the system.
• Preparation of collection forecast and weekly and monthly reports.
• Printing and mailing of all customer invoices on a daily basis, ensure transmission of invoices via customer web applications
• File all related documentation
• Responsible for the full accounts receivable ledger for customers including monthly closing activities and accruals posting

Skills: Invoice Payment Process Mastery, Tax Rules Knowledge, Customer Portal Management, Balance Integration, Direct Payment Management, Client System Registration, Fiscal Invoice Cancellation, Collection Forecasting and Reporting

• Maintain updated notes on all invoices for follow-up reporting & dispute tracking
• Prepare and provide regular customer statements of outstanding receivable balances
• Monitor various reports relative to receivables, cash collections, and invoice discrepancies
• Communicate with multiple business units
• Manage collections including past due and reviewing accounts
• Extend credit by reviewing credit history and credit reporting
• Answer questions from customers regarding accounts and payments
• Receive and post payment to the customer's account
• Advise and follow up with customers on unpaid accounts
• Keep records and status of customer's account
• Working with retained organizations to decide on provisions for doubtful debts and maintaining information regarding bad debts
• Supporting cash applications executive for cash apps
• Supporting any projects related to system enhancement, process improvement for credit management

Skills: Accounts Receivable Management, Credit Analysis, Customer Communication, Financial Record Keeping, Cash Application Support, Process Improvement, Problem Resolution, Reporting

• Initiate collection process on all overdue accounts and address ongoing customer concerns regarding billing and services rendered
• Responsible for tracking all payments and notifying finance management upon identifying any posting issues
• Review collection reports and provide an overview of collections efforts to finance leadership. 
• Propose solutions to address outstanding accounts
• Perform analysis and review delinquent accounts to ensure proper actions have been taken before proposing bad debt approval
• Investigate delinquent accounts, send collection letters, and call customers regarding collections status.
• Partner with the Customer Service, Field Service and Sales teams to adhere to processes and policies, obtain information and report unresolved payments
• Lead preparation of documenting all processes and procedures related to collection efforts
• Provide feedback and insight to Management regarding trends in delinquency, collectability, and field service contract cancellation of customer accounts that will impact the financial performance of the company
• Recommend and implement improvements for streamlining internal processes across organizational functions with the goal of improving delinquency rates, early cancellation recovery and bad debt recovery
• Primary contact for all activities and requests to come into the credit and collections department
• Oversees the processing and verification of applications for credit for new and existing accounts

Skills: Accounts Receivable Management, Collections Strategy Development, Customer Communication, Cross-Functional Collaboration, Process Documentation, Analytical Insight, Credit Processing Oversight, Process Improvement Implementation

• Monitor customer transaction aging activity
• Continually strive to improve accounts receivable DSO while also building and cultivating customer relationships
• Maintain ERP database on collection activity and customer interactions
• Ensure customer account information remains accurate and current
• Ensure customer accounts are reviewed in accordance with Legrand audit requirements
• Assist in the credit approval process, analyze credit reports, obtain and check credit/banking references, examine financial statements
• Manage international account sites to include approving and releasing orders, and letters of credit and ensure collection activity is timely
• Work closely with Customer Support, Sales Managers and Sales Representatives to foster trust while ensuring compliance with Credit Department initiatives
• Address and resolve differences between customers and the Company with practiced diplomatic and decision-making skills
• Secure the Company’s interests by arranging Notices of Lien
• Advise and assist in the approval process of credit/debit memo issuance to customer accounts
• Resolve, with assistance from the Sales and Logistics Departments, disputes/discrepancies in Return Materials Authorizations (RMA’s)
• Advise and assist the Sales and Logistics Departments with respect to open freight claims

Skills: Accounts Receivable Management, ERP System Proficiency, Credit Analysis, International Accounts Management, Customer Relationship Management, Dispute Resolution, Audit Compliance, Cross-Functional Collaboration

• Conduct periodic reviews of customer credit limit and customer terms upon request and as per defined timelines
• Consult Retained Organization Finance teams for past payment and interaction history
• Conduct a thorough investigation of company performance and annual reports through online sources
• Consult Sales teams for the expected value of the business for the relevant period
• Provide recommendations for credit term and credit limit revisions based on analysis conducted and rationale based on own judgment and experience
• Answering queries from retained org regarding the recommendations
• Updating and maintaining customer credit and financial information in SAP
• Managing collections from customers
• Following up for Collections with customers for unpaid and partially paid invoices through emails in consultation with customer service
• Implementing appropriate collections strategies to meet targeted collections in consultation with AR Supervisor, Sales and Customer Service
• Monitoring payments in collaboration with cash applications executive and identify risk of delayed payments
• Supporting with month-end credit management and collections-related activities

Skills: Credit Risk Assessment, Financial Analysis, Interdepartmental Consultation, SAP Expertise, Collections Management, Risk Monitoring, Communication Skills, Month-End Reporting

• Knowledge of collection rules and regulations, and credit decision-making
• Knowledge of commercial credit analysis and/or secured lending
• Strong credit and analytical skills to analyze various financial data and make critical credit decisions
• Highly developed negotiation and customer service skills Knowledge of accounting and accounts receivable processes
• Ability to operate in a fast-paced environment with changing priorities
• Strong verbal and written communication skills
• Ability to work effectively with a diverse group of customer
• Experience with  DOA collections or credit analysis, or similar related 
• Strong Data entry skills and hands-on experience in operating spreadsheets and accounting software
• Ability to utilize MS Office.

Qualifications: BA in Accounting with 3 years of Experience

• Fluent in English and Spanish, with Portuguese being a plus.
• Experience working in AR, Collections or Finance in a business-to-business setting.
• Experience with major ERP and CRM systems
• Ability to accurately work in a rapidly growing, flexible and constantly evolving environment.
• Demonstrate strong attention to detail and excellent follow-through skills.
• Willing to streamline processes and adapt to changes.
• Effective problem solver with suggestions for improvement.
• Able to work effectively in a cross-functional team environment.
• Be an experienced credit analyst with the ability to work independently within the Credit and Collections Department.
• Must possess outstanding leadership capabilities, be a decision-maker and be able to effectively manage assigned accounts and drive results.
• Be proficient in a Microsoft products operating environment.
• Be detail-oriented with strong analytical, communication and interpersonal skills.

Qualifications: BS in Finance with 4 years of Experience

• Experience with customer charge-back reconciliations
• Good analytic skills, mathematical and verbal abilities
• Working knowledge of state and federal laws applying to collection activities
• Excellent communication skills
• Advanced Excel/reporting skills
• Strong communication skills and the ability to work with diverse groups cross-functionally and globally
• Flexible time schedule as this function requires some evening meetings and quarter-end credit activities
• Excellent level of English
• Knowledge of collections and payment process 
• Basic accounting knowledge
• Strong PC skills including MS Excel
• Ability to deal tactfully, confidently, and ethically with both internal and external customers

Qualifications: BA in Business Administration with 5 years of Experience

• Strong credit control experience gained in a B2B environment
• Resiliency and ability to adapt in an evolving environment towards new strategic ways of working
• Excellent stakeholder management skills
• Experience in dealing with multi-currency payments and multi-currency sales ledger customer accounts
• Understanding of how a sales ledger and its transactions work and impact on the wider business
• Ability to make high-quality, commercially focused credit decisions
• Capability to communicate confidently & professionally at all levels with a diverse audience
• Ability to prioritize own workload and that of other team members
• Good analytic and problem-solving skills
• Knowledge of financial systems e.g. ASW and proficient use of MS packages
• Ability to possess ACICM qualification

Qualifications: BS in Economics with 4 years of Experience

• Strong ability to read, analyze and interpret financial reports and, to a degree, legal documents.
• Good ability to respond to common inquiries and/or concerns from customers, regulatory agencies, members of the business community and peers.
• Pass post-offer employment drug screen,  Fit for Work physical and criminal background check.
• Essential functions include walking, sitting, kneeling, squatting, standing, bending and lifting up to 25 pounds regularly.
• Regular, reliable and dependable attendance is an essential function of this position.
• Able to provide valid documentation for the 1-9 Employment Eligibility Verification document.
• Display a professional and courteous attitude to co-workers, supervisors and the general public at all times.
• Devote appropriate time and effort to accomplish job tasks.
• Strictly adhere to the safety requirements and procedures as outlined in the Employee Handbook.
• Wear personal protective equipment (PPE) in designated operations and production areas as stated by OSHA and/or MSHA.

Qualifications: BA in Mathematics with 5 years of Experience

• Ability to take initiative, prioritize and problem solve.
• Able to be a team player and work in a team atmosphere
• Excellent customer service skills.
• Strong verbal and written communication skills.
• Ability to communicate effectively with internal and external customers.
• Ability to work effectively under deadlines.
• Ability to understand financial relationships.
• Analytical, mathematical, technical and problem-solving skills.
• Ability to use MS Office skills (Excel, Word, Outlook)
• Knowledge of processes and systems utilized, including JD Edwards, SAP, Great plains, Onguard would be helpful

Qualifications: BS in Financial Management with 3 years of Experience

• Ability to solve problems and carry out responsibilities with little supervision.
• Strong organizational and member service skills.
• Ability to work across organizational lines to foster teamwork, trust, and quality execution.
• Ability to work independently in a changing environment.
• Ability to interact effectively at all levels and under trying situations.
• Ability to adapt as the credit union evolves and workloads increase.
• Exposure to collections policies and procedures.
• Working knowledge of related computer applications including Microsoft Word and Excel.
• Experience in fraud mitigation and risk analytics in deposits, loans, and cards.
• Strong analytical skills to identify and quantify problems and provide effective solutions.
• Excellent verbal and written communication skills.

Qualifications: BA in Statistics with 4 years of Experience

• Experience working with payment plans, customer negotiations and dealing with high volume discrepancies that warrant investigations that warrant in-depth investigations and process improvements.
• Be energetic, eager to learn, process improvement driven, work well with others, self-initiated, and have a level of experience in dealing with large customers on a commercial level. 
• Ability to maintain regular, predictable, and punctual attendance.
• Computer usage and typing skills are essential.
• Excellent verbal and written communication, including the ability to effectively communicate with internal and external customers. 
• Bilingual applicants are strongly encouraged to apply (Spanish, English)
• Able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
• Ability to work independently and to carry out assignments to completion within parameters of instructions given prescribed routines, and standard accepted practices.
• Communicate effectively including conveying facts and information clearly both verbally and orally.
• Collaborate well with others including proactively contributing to group objectives, volunteering to help others.
• Working knowledge of SAP business system software is strongly preferred
• Proficient in Microsoft Office applications (word processing and spreadsheets, PowerPoint)
• Knowledgeable and comfortable with creditworthiness
• Exposure to domestic and international collections

Qualifications: BS in Risk Management with 5 years of Experience

• Strong written and oral communication skills
• Working knowledge of Microsoft Office with intermediate to advanced Excel skills
• Solid data mining and analysis skills
• Detailed-oriented with strong analytical and problem-solving skills
• Excellent time management and organizational skills
• Ability to multi-task and adhere to deadlines
• Results-oriented and strives for continuous improvement
• Ability to work well and collaboratively in a team environment
• Knowledge of liens and other security instruments
• Familiarity with analyzing financial statements

Qualifications: BA in Supply Chain Management with 2 years of Experience

• Vast understanding of credit reporting
• Excellent written and verbal communication skills
• Ability to manage relationships both internally and externally
• Strong audit background, problem-solving and customer service skills
• Ability to work in a fast-paced environment
• Experience with ERP System
• Ability to be proactive and work independently in assuming responsibility for managing multiple priorities.
• Positive, enthusiastic demeanor with a passion for customer service.
• Excellent computer skills, including intermediate/advanced experience in MS Excel (Power Query, VLOOKUP's, Pivot tables).
• Ability to learn processes and systems quickly, and collaborate with various teams

Qualifications: BS in Information Systems with 3 years of Experience