The Credit Officer works in close collaboration with the sales team of the company by getting the information with different sales teams and ensuring consistent and timely response.
- · Creation of new customers in SAP with new Sold to (Main Location) and Billing and Shipping locations.
- · Preparing bank reference for our new customers and for other/different vendors and verification with them through different resources by calling and emailing and faxing them.
- · Changes/Modifications in customer master accounts as required.
- · Verification of new customer who process online orders (Access point Orders).
- · Updating customer’s accounts for invoicing setup (PDF/Hard Copy)
- · Maintaining Creation in SAP, SPN change in SAP and Orders Error log sheet.
- · Order viewing for errors (Like increase prices, incorrect Parts) matching with customer Purchase Order and coordinate with sales team/ Account executive in case any discrepancies
- · Matching customer PO with SO for eliminating discrepancies and make sure that we are sending same order which is required.
- · Sending SO back to CSR in case of any discrepancy.
- · Review customer’s Credit Limit, and sending for approval is the Credit Limit has been exceeded.
- · A request is received by the AE/CSR from a customer, forwarded to Customer Data Creation.
- · Create new/additional addresses in SAP, verify the customer addresses by going to their websites. Creating the location in SAP once it is verified from the website and after checking if the address has not already been entered in SAP and notify requester once complete by email.
Note: This is a permanent night shift job and timings will be 09:00 pm-06:00 am
JOB DETAIL
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