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 3^rd 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.