Claims and Chargebacks Specialist
1 month ago
Job Type: Full Time
Work Hours: Monday to Friday, Pacific Time
Salary: $1100 - $1200 USD per month
Essential Responsibilities and Duties:
- Manage and maintain assigned customer accounts, which include Big Box retailers
- Research and process chargebacks, returns, refunds, freight charges/fines, cost of lost or damaged goods, bad checks, and similar items
- Reconcile open invoices, chargebacks, credit memos and payments on assigned accounts
- Process and retrieve invoices, payment remittance, purchase orders, deductions, chargebacks, proof of delivery, etc. via vendor portal
- Audit customer invoices against purchase orders, research/resolve discrepancies and request approvals from the sales team for deductions
- Work closely with sales representatives to ensure all co-ops, marketing promos, temporary price reductions, etc. are recorded and processed timely
- Maintain and document account processes and procedures, payment terms and sales allowances
- Monitor aging accounts receivables to ensure payments are received timely and accurately applied
- Process cash receipts into the ERP system and prepare required documentation
- Process daily deposits through lockbox and banking remote deposit system
- Process credit card receipts through on-line merchant account system
- Assist in monthly and annual closings
- Aid with related special projects, as required
- Backup EDI invoice processing
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- 'Big Box' retail experience is a plus
- Vendor data portal experience is a plus
- Experience with lockbox, remote deposit, and merchant card systems
- Microsoft NAV experience is a plus
- General accounting/bookkeeping skills
- Attention to detail and highly accurate
- Good organizational skills
- Strong time management skills
- Communication, both oral and written, with internal and external customers at all levels
- Read and comprehend simple instructions, short correspondence, and memos
- Effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
- Strong interpersonal skills and ability to work well with others in a team-oriented environment
- Strong analytical skills and proficiency in using analytics tools to draw insights and make data-driven decisions
- Excellent communication and relationship-building skills
- Highly organized and able to manage multiple projects simultaneously
- Knowledge of the Home Decor industry is a plus
- Bilingual English/Spanish is a plus
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