Empleos en Puntarenas, Provincia de Puntarenas

Assistant Account Executive Junior - (0-2 year experience)

Location: Casa Leona , Calle La Cruz, Tamarindo, 50309, Guanacaste, Costa Rica

Job Responsibilities:

• Data entry and scanning of invoices. Work on batches that were e-mailed or faxed, Bind them and upload the same in our system.
• Knowledge about invoice, rate agreement between carrier and broker, BOL/POD and the connection between it, lumper, detention, scale tickets etc.
• Invoice verification (verbal, written(email), POD identification matching the delivery info on the rate agreement)
• Credit research of debtors, freight forwarders, shippers which includes approving or denial of such to factoring clients.
• Setting up new debtors in factoring software and establishing a minimum account debtor credit limit after proper credit research is done.
• Identifying the difference between valid and/or fake, fraudulent Bill of Ladings and notifying the AE.
• Must send NOA to the account debtor and make sure the payment will be sent to the correct remittance address.
• If an account has been identified as delinquent, AEA and AE must be aware of verifying 100% the receivables of such account.
• AEA must perform a weekly follow up with the clients, making sure that requested original PODs are being received by CFS scanned and mailed to the debtors to ensure payment.
• To follow up on delinquent invoices and verification discrepancies as assigned by the Account Executive
• To ensure proper documentation of all contacts with account debtors and to accurately report to the Account Executive daily activity
• To maintain accurate and up-to-date information in the operating system including credit limits, addresses, phone numbers, contact people, etc.
• To carefully review the Schedule of Accounts, invoices and back-up documentation when presented and immediately report any inconsistencies, errors or unusual items (i.e.: damages/shortages and other service issues, third party names on the paperwork, rate discrepancies including exclusion of advances taken), or charges not approved by customer, to the Account Executive.
• Being able to prepare the necessary reports needed for a credit limit increase of a customer in the Credit Committee Meetings.

Job Type: Full-time