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.