Credit Controller Representative I

Work Schedule

Standard (Mon-Fri)

Environmental Conditions

Office

Job Description

Job Description

Job Title: Credit Controller Representative I

Finance Code: FNC.AREC.A01

Department: Order to Cash

Career Band: 1

Job Track: Associate

Location: Lagunilla, Heredia, Costa Rica

Direct Reports: No

Position Summary

The person occupying the Credit Control Rep I role will play a key part within the “Order Fulfillment to Payment” Department, aiding the business in the expert management of credit exposure and collection of trade debt for the NA Region.

To ensure success as a credit controller, you should consistently notice details and have the ability to reconcile low company accounts. Ultimately, a top-class credit controller can improve company profits by efficiently handling its debts.

Ensure the timely and accurate upload of invoices to various platforms set up by clients in order to promote their payment and support the collection department to meet corporate objectives.

Key Responsibilities

• Management of customers with a portfolio categorized as low sophisticated for in an assigned portfolio to ensure compliance with payment terms and credit limits applying ERP system, Order Release Portal and perform the coding process of the activities already predetermined in the corresponding Cforia / GetPaid system, to provide visibility of the status of the customer's invoices.

• Perform risk assessments on new existing account and make recommendations on the appropriate credit limits, risk categories and credit terms so that well-founded decisions can be taken.

• Assist the team in achieving annual targets on collections and support credit risk assessments of our credit analysis shared service in Costa Rica.

• Tracking unapplied/unidentified Payments.

Thermo Fisher Scientific is an Equal Employment Opportunity and Affirmative Action Employer

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• Perform financial statement analysis, issuing recommendations for credit line increases as appropriate and following the department's approval matrix.

• Be responsible for the review and documentation of the "Credit Hold" process.

• Release orders on hold based on credit analysis on customers trade AR.

• Set up the terms of credit for new clients and lead all aspects of the review and accurate issue of requests for extended payment terms.

• Negotiate payment plans.

• Liaise with customers and the commercial department.

• Identify and analyze credit notes, debit notes and cash not correctly applied to advise the appropriate department how to proceed, to leave the account statement in zero balance or otherwise return the cash to the customer.

• Facilitate the payment of invoices by credit card with the corresponding department (Cash Apps) when requested by the client, under exception and approval of the supervisor in charge.

• Facilitate or ensure that customer invoices are uploaded correctly in the portals established by them or that they are sent by email.

• Handle the web billing systems of the company, as well as the infrastructure supporting the customers.

• Collaborate with customers to bring up inquiries and provide updates to leaders; negotiation and problem resolution; prepare and provide data for customers; educate business partners on guidelines to drive compliance across the enterprise; to support sales goals and streamline the credit and collections process.

• Prepare statements and reports for the company accountant.

• Handle own email inbox; this requires an appropriate sense of urgency and prioritize, good customer service, and organization.

• Inform the supervisor of the uncollectable accounts, which are figured out when the complete collection process (due diligence) has already been followed up, exhausting efforts for all possible means of monitoring the account, so that they can be directed to the third-party collection agency process with the subcontracted company or legal department.

• Participate in updating the Job Aids or supporting documentation the SOP of the processes when required.

• Find opportunities to improve processes PPI related to your department, proposing solutions and procedures.

• Provide support and make any other request that is required by the needs of the company.

• Align with company ethics and integrity standards, using the open-door policy in the execution of the processes.

Minimum Requirements/Qualifications

• High School Diploma required; Bachelor’s in finance, accounting, economy, mathematics preferable, or years of equivalent / demonstrable experience in the position.

• No experience required.

• B2 English Level.

• MS Office (Word, Excel, Power Point and Outlook).

• Experience and capability to handle at least one ERP (SAP, Oracle, JD Edwards, BAAN, QAD, Intuitive, Mainframe).

Additional Desirable Requirements

Thermo Fisher Scientific is an Equal Employment Opportunity and Affirmative Action Employer

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• Experience in Cforia and/or Get Paid.

Competences

• Build customer loyalty: Provide trust between internal and external customers.

• Accept practical operational improvement: Accept continuous improvement using the internal model to optimize operations and resolve issues.

• Communicates Openly: Communicate honestly and appropriately with colleagues, leader and managers.

• Develop growth: Demonstrate passion, commitment, a strong interest in results and understanding of objectives.

• Stimulate personal growth, including one's own: Practice self-development, as well as promote the development and growth of colleagues.

• Leverage Business Efficiency: Make profitable business decisions, apply contingency plans to strategies, and make data-driven decisions.

• Promote continuous learning: Improve regarding processes and results.

• Build organizational relationships: Promote teamwork, develop partnership, and lead by example.

• Put the Customer First: Think and act with a customer-centric attitude to deliver exceptional customer experiences.

• Be Responsible For Your Results: Take personal accountabilities for all you do and always exercise good judgement.

• Find a Better Way Every Day: Be intellectually curious and accept Practical Improvement In Execution (PPI).

Thermo Fisher Scientific is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, creed, religion, color, national or ethnic origin, citizenship, sex, sexual orientation, gender identity and expression, genetic information, veteran status, age or disability status.