The Credit & Collections Analyst is responsible for Analyzing accounts and communicating with Sales and Customers to ensure timely collection of customer payments.
Responsibilities
Collect delinquent payments from customers (initiate collections activities: phone, email, dunning letters, contacting MA or AE, other); Handle CMU credit and Local inquiries and/or disputes received via phone, create new disputes for CMU credit/Local controlled accounts Research financial disputes and inquiries
Working with customers and internal stakeholders to resolve the disputed issue (e.g., volume, price, freight, short-pays, account issues, promotions, etc.)
Coordinate actions based on root-cause analysis on disputes and identify customer patterns that can be resolved by working directly with the customer or Sales/MA
Resolve collections issues and collect payment for trade (Local or National) controlled accounts, make voice outbound collection attempt for collection of delinquent payments from Local customers
Update collection notes for resolution and/or other situations based on outbound collection (Local voice collections attempts, and all CMU attempts)
Identify way to improve the overall credit portfolio and reduction in bad debt or delinquent accounts
Partner with local and overseas leaders to set operational and development goals, monitor performance and define focus areas.
Education
Bachelor's degree in related discipline or an additional
2-4 experience in Accounts Receivable, Credit and/or Collections with knowledge of departmental function, terminology, and interrelationships.
Excellent communication skills in English (B2+ or higher) and ability to collaborate across functions and geographies.
Skills
Demonstrates strong collection knowledge
Strong communication and oral skills; effectively communicates with internal/external customers
Demonstrates the ability to work across functions
Analyzing past due accounts and applying collection treatments
Proficiency with Microsoft Office and specialized accounting / finance software ERP Systems (e.g. Salesforce, CORA, Workday)
Benefits:
Hybrid (3 days Office/Ultra park II Lagunilla, Heredia)
Private Medical Insurance
Asociacion Solidarista
Life Insurance
Personal Day Off
Note: Only candidates with Costa Rican nationality or valid immigration status will be considered; applicants residing outside Costa Rica will not be considered, and relocation is not available