Credit and Collection Coordinator II

Generic Job Summary: A brief synopsis of the role; this summary is intended to describe all employees at Vertiv who perform this work. Support the Credit Risk Analyst and Manager of the AR team in processing requests for credit review of new and existing customers, working alongside the Credit Risk Analyst to maintain an end-to-end process from receipt of request to communication of decisions. Provides further support to the team in assisting with departmental and management reporting, monitoring orders on hold for timely review/release, and proactively managing audit-related tasks.

• OKR 1: Functional/Technical Expertise
  • Validates and prioritize requests from customers and business partners for credit review/approval of new and existing customers, reviewing all requests for completeness and accuracy.
  • Partners with requesting parties to ensure that all requests are properly supported with documentation that is in line with all corporate policies and controls.
  • Manages document repositories such that all supporting documentation is housed securely, in line with corporate policies around document retention, and in a manner that is supportive of future audit requests.
  • Supports daily and monthly tasks that specifically support SOX-related controls and testing.
  • Assists with tracking periodic reviews of existing customers, working with the Credit Risk Analyst to ensure timely updates to credit files and proper risk segmentation across the broader portfolio.
  • Acts as co-owner of key customer master data elements, including credit limit and payment terms.
  • Monitors and reports on credit hold queues to ensure timely review of orders requiring credit approval, and timely communication of go/no-go decisions.
  • Serves as back-up and support in the creation of departmental reporting, scheduled and ad-hoc.
  • Assists the Credit Operations Manager with all activities related to management and oversight of the broader portfolio.
  • Participates in ad hoc projects and prepares ad hoc analysis as required.
  • OKR 2: Customer Commitment & Internal and External Communication
    • Identifies customer (internal/external) & stakeholders needs through communication and probing.
    • Create solutions to customer & stakeholder problems or issues. Provide sound recommendations for their queries.
    • Assists customers & stakeholders in handling, servicing, follow-up, communication, and closure of issues, which could include collaboration and coordination with another department/team.
    • Participates/Facilitates in team meetings, Huddles and information cascades.
    • OKR 3: Team Support and Development Definition: Individual contribution to further team effectiveness and development towards better efficiency, productivity, support quality and quality of work life.
      • Actively participates in team activities and initiatives.
      • Fulfil other reasonable duties and projects as required.
      • Serves as back-up for next level similar or related function for business continuity.
      • Assist in conducting training of new analysts, as needed.
      • Participate in company-initiated training and activities, which aim to upskill or develop new skills which will benefit the team and department.
      • Participates in different activities initiated by the Business Unit and Team to promote work life balance and effective team.
    Education
    

BS/BA in Business Administration/Finance/Accounting or equivalent experience

1-2 years of experience in Accounts Receivable or Credit

Must have a good understanding of how to obtain and read trade reports (ie., DNB), banking and trade references

Must have good interpersonal skills and the ability to communicate professionally with internal and external customers, business partners, and colleagues regarding credit requirements and decisions thereof

Effective communication and interpersonal skills

Must have a positive attitude and focus on customer service.

Highly organized, detail-oriented, committed to delivering results, meeting multiple deadlines, and able to work under pressure

Proven proficiency in use of MS Office Software – Word, Excel, PowerPoint

Willingness and ability to learn company's ERP system; prior experience with Oracle, SAP and High Radius a plus.

Ability to set priorities/initiatives to complete daily work Ability to handle large volume of email communications and phone calls

Good analytical and problem-solving skills and keen attention to detail

Willing to work full onsite in Mandaluyong and on night shift.