September 6, 2024

Compass Management CR CMCR, S.R.L.

Liberia

FULL TIME

Assistant Account Executive Junior

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.