Description

Responsible for managing a moderately complex portfolio of customer accounts to ensure collection targets and past due metrics are consistently met. Key responsibilities include proactively contacting customers regarding overdue invoices, monitoring payment behavior, and resolving disputes or issues that impact timely payment.

This role involves frequent interaction with other teams across various business sites to address customer disputes, contract/PO discrepancies and provide necessary documentation such as proof of delivery. Additionally, the Credit Analyst I provide monthly cash forecasts and supports the business with reporting and analysis to drive informed decisions and maintain healthy portfolio.

JOB DUTIES:

- Past due collections to ensure timely payment and reduce aging balances
- Minimize Bad Debt by proactively identifying high-risk accounts
- Review and analyze account statements to ensure accuracy and identify discrepancies
- Investigate and resolve customer disputes in a timely manner
- Recommend appropriate credit terms and limits based on customer performance and risk assessment
- Track and analyze customer payment trends to detect early signs of financial risk
- Provide monthly cash forecasts.
- Take appropriate action on delinquent accounts, including escalation and coordination with internal teams
- Collaborate with cross-functional departments to support billing accuracy and dispute resolution




- Promote a positive customer experience through clear communication and effective problem-solving.

YOU MUST HAVE:

- Excellent verbal and written English communication skills
- 2+ years with background in Finance, Customer Service, or Business-related fields
- Proficiency in Microsoft Office especially Excel

WE VALUE:

- Strong analytical and problem-solving abilities with attention to detail
- Effective negotiation skills to support collections and customer interactions
- Working knowledge of SAP Accounts Receivable (AR) systems or similar ERP platforms
- Basic understanding of accounting principles and financial statements
- Results-driven mindset with a focus on continuous improvement
- Foundational knowledge of credit risk management
- Ability to prioritize tasks and manage time effectively in a fast-paced environment
- Team player with a proactive attitude and willingness to learn

WHAT'S IN IT FOR YOU?

- Benefits that go beyond Mexican labor law, ensuring your well-being and peace of mind.
- A collaborative and inclusive work environment where your contributions are valued.
- Opportunities for continuous professional growth and skill development through training, mentoring, and challenging projects.
- Access to cutting-edge tools, resources, and a supportive team to help you excel.
- The chance to work with a general, innovative company shaping the future in its industry.

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📌 Credit Analyst I (San Luis Potosí)
🏢 Resideo
📍 San Luis Potosí