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THE TEAM LEAD PATH

The job instructions are organized in a logic way into categories

Feel free to propose any changes among all WIKI.

This tool is to help you and your team

You share ownership of this tool with the service owner!

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Onboarding


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titleSolvay Structure
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titleCCT Overview
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titleAccounts Receivable Overview
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titleCredit Management Overview
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titleCustomer Service Overview
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titleCollections Team
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titleAbout Our Customers
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titleCollections Strategy
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titleSpecificities Americas
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titleSpecificities EMEA
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titleSpecificities APAC
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titleCoordinator Role
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titleRole Responsibilities
One Credit Policy
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titleSkills & Knowledge
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titleFactoring (WP1 / PF1 / PI1)

no current documents

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titleCompliance & Fraud Prevention
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titleQuality and ISO
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titleCommunication Skills
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titleIncoterms 2022



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GBU

Team Organization


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titleContact InfoNewcomer
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titleContacts List by GBUOnboarding Calendar
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title
Material to Present
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titleMeetings with GBU
Accesses Checklist
Scope Credit to Business
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title
Assignation of
Accounts
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Alignments with the Commericial Team
titleComplexity Index
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titleAlignments with the Customer Service TeamBP - Collector Specialist Assign Base
Suggestions of Month Routine Coordinator
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titleMonth Routine
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title
Vacation and Holidays
- Feedback w/ Collectors
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titleGBU Team Continuous Improvement
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GBU

Team Control


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titleEscalation Process
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titleEscalation Map
Complex Accounts
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titleAccounts Overview
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title
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titleOld Items Overview
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titleRefund Overview


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titleCredit Items Overview
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titlePayment Anticipated Overview


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titleRegion Specificities
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titleBW Tips
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titleBW reports and VBA files
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titleBW Guidelines
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GBU

Team Analysis and Meetings


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titleCollections Internal Meetings
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titleInternal Collections Meet


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Weekly Calls w/ Louise
titleMiro Board
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title
Meetings with GBUDiagnosis
CPI
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title
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titleAt RiskWeekly Calls w/ Louise


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titleMetrics Reports
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titleDashboards
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titleQlicksense


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RESPONSABILITIES AS COLLECTOR

All Coordinators are also collectors of the accounts under their name

Choose the category of the process you are looking for below

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Alignment w/ Coordinators 


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titleGBU Contact Info
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titleContacts List by GBU
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titleMaterial from Coordinators
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titleMeetings with GBU


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titleScope of Credit to Business


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titleAlignments with the Commericial Team


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titleAlignments with the Customer Service Team


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titleMonth Routine
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titleSuggestions of Month Routine Team Lead


Outbound Communication

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titlePre Chasing and Chasing
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titlePrechasing / Chasing
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titleBMC HELIX

no current documents

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titleRPA
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titleStatement of Accounts
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titleEscalation Process
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titleBank Documents & Letters
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titleBank Certificates
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titleService Scope
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titleBank Draft
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Financial Account Reconciliation

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titleReconciliation
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titleOld Items Reconciliation
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titleCredit Items Reconciliation

no current documents

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titleService Invoices

no current documents

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titleDispute Management
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titleRegion Specificities
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titleSAP Tips
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titleSAP Onboarding
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titleSAP Transactions
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Reporting

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titlePCM
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titlePCM Contact Info
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titlePCM Action Comments
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titlePCM Risk Comments
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titleDiagnosis
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titleDiagnosis Comments

no current documents

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Service Unit Requests

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titleAR Requests
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titleReverse Request

no current documents

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titleDispute To Be Cleared
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titleCredit Requests

no current documents

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titleAR and Credit Requests
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titleRefund Request
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titleRe-age Request
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