Credit Specialist in Taguig

Credit Specialist
(National Capital Reg - McKinley Hill, Taguig City)



Responsibilities:
I. SUMMARY:

The objective of Ingram Micro Credit Operations is to maximize sales and minimize bad debts in an efficient and consistent manner while treating customers fairly and appropriately according to their financial needs and qualifications. The Credit Specialist provides front end customer contact for order release, account management, collection and account reconciliation. The responsibilities of this position also include; compiling status reports as well as acting as a liaison with key personnel at customer accounts and with internal departments.

II. ESSENTIAL FUNCTIONS:

1. Maintenance of Aging/Account Management

• Responsible for the day to day management of the aged trial balance.
• Monitor aging and risk reports as assigned
• Meet or exceed monthly cash target
• Collection calls
• Telephone monthly service levels as targeted
• Reconciliation of accounts
• Minimize cost of sales write-off through reconciliation of accounts
• Achieve yearly interest revenue budgeted
• Coordinate with sales, customer service, and AR for dispute resolution as necessary
• Develop and foster excellent customer relationships with our resellers. Build and develop
excellent working relationships with internal customers, such as the credit analysts, sales,
accounts receivable, and customer service teams.
• Special projects as assigned

2. Order Release

• Monitor credit hold screens
• Orders in excess of authority will be escalated to Senior Credit Specialist and/or Senior Credit Manager
• Request of financial statements, where applicable, to facilitate release of large orders
• Notification to sales and/or customer where order release is delayed same day Ingram Micro

3. File Review

• Coordinate credit line increase requirements with Credit Development Team
• Understand and advise customer of options regarding security options
• Request financial statements, as necessary, to facilitate release of large orders

4. Team Participation

• Attendance of monthly team meetings
• Monthly One-on-One’s
• Assist with coverage when necessary due to staffing shortages

Requirements:

1. Formal education or training required such as degrees, courses of study, certification:
• Education: BA/BS Degree. Focus in Information Systems/Finance/Accounting preferred.

2. Previous work experience required for a new hire in this position; indicate type of experience and length of experience. If supervisory experience is required, how many years and at what level?

• 3 - 5 years business experience.
• Familiarity with working in a high-volume, highly dynamic rapid paced environment.
• Ability to comprehend various accounting functions and needs into detailed and logical process flows for design and development of new MS Access database applications.
• Highly proficient in ability to write complex modules in MS Access and MS Excel using VBA.
• Self starter and understanding how to develop solutions using any and all means available.

3. Summarize the minimum kinds of knowledge, skills and abilities required to do this job:

A. Complex/advanced and highly proficient level of knowledge in:
• Database Development - MS Access – modules, form objects, report objects, query objects and table objects.
• Spreadsheets - Excel - writing macros, developing formulas, creating and using functions with VBA.
• SQL Server
• VBA (Visual Basic for Applications)
• Business Objects (BOXI)
• MS Visio
• Monarch
• Professional correspondence both oral and written
• Highly detailed oriented
• Excellent problem solving skills
• Advanced judgment with in defined policies
• Intermediate level of proficiency in researching, math, MS Outlook and Word
• Moderate to complex knowledge of accounting systems and accounting cycle, financial business processes

B. Ability to:
• Work in fast paced environment
• Meet Deadlines/Time Management
• Work with others/with other teams
• Ability to work under general supervision and guidance as a self starter/self directed
• Ability to take a moderate leadership role with peers, lower level analysts, and on project teams.


Ingram Micro Phils. BPO LLC
Company Address: 12/F 3 World Square Mckinley Hill Taguig *
Industry: Call Center / IT-Enabled Services / BPO
Type of Company: Private Limited Company, Local Based Company