Collections Associate managing independent trade customers' portfolios at C&S Wholesale Grocers. Researching payments and collaborating with various teams for effective resolutions.
Responsibilities
Research and resolve non or short payment
Partner with customers ongoing and consult with them promptly as issues arise
Research invoices and proof of delivery documentation
Retrieve invoices and proof of delivery documentation from the company's databases for all instances of short or non-payment as necessary
Work with cash application team to ensure correct application
Consult with contract compliance team to validate contract terms and expected adjustments
Work with sales team on any issues requiring joint communication with customer
Review and gain approval for resolution with supervisor as necessary per threshold guidelines
Process approved adjustments as required
Adhere to credit hold restrictions to minimize bad debt exposure
Regularly communicate accounts status and recommended actions to supervisor and escalate any collection issues promptly
Prepare recurring and ad hoc collections by customer reporting and analysis as required, including DSO/past due performance
Assist in designing format of analysis
Research payment and deduction history to identify high risk accounts, contact customers to avoid recurrence of issues
In case of non-resolution of short/non-payment provide documentation and information to Legal department at direction of manager
Document all collections procedures
Requirements
Bilingual in Spanish and English required
Demonstrated proficiency in Excel
Experience with financial systems and software (e.g. AR/AP/GL package) preferred
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