PRIMARY RESPONSIBILITIES

- Insure potential (or current) client presents all the documents required for creating an account.

- Ensure all customer contact details and information is correct.

- Review terms of sale and related contracts.

- Identify and be familiar with the client’s classification.

- Create a filing system for all accounts documentation and conditions, and update when necessary.

- Audit client’s financial transactions and document exchanges with the company.

- Insure clients do not exceed their specified credit/volume limit/ceiling.

- Inform clients of exceeding balance.

- Order and follow up on payment/collection.

- Record new commitment and follow up on debt payment.

- Initiate repossession proceedings or hand over account to the company’s lawyer.

- Be familiar with and follow laws dealing with legal documents and debt collection.

- Prepare regular reports for management.