Costa Rica Job Openings
Compass Management CR CMCR, S.R.L.
Assistant Account Executive Junior
Santa Cruz
FULL TIME
August 29, 2024
Assistant Account Executive Junior - (0-2 year experience)
Location: Casa Leona , Calle La Cruz, Tamarindo, 50309, Guanacaste, Costa Rica
Job Responsibilities:
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.
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