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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. 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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titleOne 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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Team Organization


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titleContact InfoNewcomer
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titleContacts List by GBUOnboarding Calendar
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title
Material to PresentMeetings with GBU
Accesses Checklist
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title
Scope Credit to BusinessMonth Routine
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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 Team
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BP - Collector Specialist Assign Base
title
Suggestions of Month Routine Coordinator
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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
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titleAccounts Overview
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titleComplex Accounts
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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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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 GBU
CPI
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titleDiagnosis
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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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  • AMERICAS / AMERICAS 02
  • APAC / APAC 02
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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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