Cash Collection Wiki

Space shortcuts

Page tree

Versions Compared

Old Version 9

changes.mady.by.user MIGUEL SANCHEZ PIRES

Saved on

compared with

New Version Current

changes.mady.by.user MIGUEL SANCHEZ PIRES

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Content Layer
background-color#F9B570#e3747e
id1057146465
#NA


Content Column
background-color#F9B570#e3747e
width100.00002%
id1057146476
Content Block
background-color#F9B570#e3747e
border-radius15px
id1057146475

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!

...

Content Layer
background-color#ededed
id1057146451
Content Column
background-color#ededed
columnalternate
width33.333%
id1057146453
Content Block
background-color#f9c28a#e3747ea3
border-radius30px
id1057146458

Onboarding


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

no current documents

Expand
titleCompliance & Fraud Prevention
Expand
titleQuality and ISO
Expand
titleCommunication Skills
Expand
titleIncoterms 2022



Content Column
background-color#ededed
columnalternate
width33.333%
id1057146454
Content Block
background-color#f9c28a#e3747ea3
border-radius30px
id197942306647429906

Team Organization


Expand
titleContact InfoNewcomer
Expand
titleContacts List by GBUOnboarding Calendar
Expand
title
Material to Present
Expand
titleMeetings with GBU
Accesses Checklist
Scope Credit to Business
Expand
title
Assignation of
Accounts
Expand
Alignments with the Commericial Team
titleComplexity Index
Expand
titleAlignments with the Customer Service TeamBP - Collector Specialist Assign Base
Suggestions of Month Routine Coordinator
Expand
titleMonth Routine
Expand
title
Vacation and Holidays
- Feedback w/ Collectors
Expand
titleGBU Team Continuous Improvement
Content Column
background-color#ededed
columnalternate
width33.333%
id1057146456
Content Block
background-color#f9c28a#e3747ea3
border-radius30px
id1057146461

Team Control


Expand
titleEscalation Process
Expand
titleEscalation Map
Expand
titleAccounts Overview
Expand
titleComplex Accounts
Expand
titleOld Items Overview
Expand
titleRefund Overview


Expand
titleCredit Items Overview
Expand
titlePayment Anticipated Overview


Expand
titleRegion Specificities
Expand
titleBW Tips
Expand
titleBW reports and VBA files
Expand
titleBW Guidelines
6345574
Content Layer
background-color#ededed
id1701231299
background-color#ededed
id
Content Column
background-color#ededed
columnalternate
width33.333%
id1701231312
Content Block
background-color#f9c28a#e3747ea3
border-radius30px
id1701231337

Team Analysis and Meetings


Expand
titleCollections Internal Meetings
Expand
titleInternal Collections Meet


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


Expand
titleMetrics Reports
Expand
titleDashboards
Expand
titleQlicksense


Content Column
background-color#ededed
columnalternate
width33.333%
id1701231318
Content Column
background-color#ededed
columnalternate
width33.333%
id1701231325
Content Layer
column
content-
width100%
id6345576
content-block
background-color#ededed
id6345577
Content Layer
background-color#2ba78b
border-color#ededed
id1920613675
Content Column
background-color#2ba78ba3
width100%
id1920613678
Content Block
background-color#2ba78ba3
border-radius15px
id1920100519

Image Removed

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

#e3747ea3
border-radius30px
id1979423066

Alignment w/ Coordinators 


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


Expand
titleScope of Credit to Business


Expand
titleAlignments with the Commericial Team


Expand
titleAlignments with the Customer Service Team


Expand
titleMonth Routine
Expand
titleSuggestions of Month Routine Team Lead
Content Layer
background-color#ededed
id6368263
Content Column
background-color#ededed
width100%
id6368265
Content Block
background-color#ededed
id6368266
Content Layer
background-color#ededed
id1920180998
Content Column
background-color#ededed
columnalternate
width33.333%
id1920181032
Content Block
background-color#2ba78ba3
border-radius30px
id1920181138

Outbound Communication

Expand
titlePre Chasing and Chasing
Expand
titlePrechasing / Chasing
Expand
titleBMC HELIX

no current documents

Expand
titleRPA
Expand
titleStatement of Accounts
Expand
titleEscalation Process
Expand
titleBank Documents & Letters
Expand
titleBank Certificates
Expand
titleService Scope
APAC / APAC 02
Expand
titleBank Draft


Content Column
background-color#ededed
columnalternate
width33.333%
id19201810511701231325


block
content-
layer
background-color
#2ba78ba3
border-radius30px
#ededed
id6345574
Content Column
width100%
id6345576
Content Block
background-color#ededed
id6345577


no current documents
Content Layer
background-color#ededed
id6368263

Financial Account Reconciliation

1920181161
Expand
titleReconciliation
Expand
titleOld Items Reconciliation
Expand
titleCredit Items Reconciliation

no current documents

Expand
titleService Invoices

no current documents

Expand
titleDispute Management
Expand
titleRegion Specificities
Expand
titleSAP Tips
Expand
titleSAP Onboarding
Expand
titleSAP Transactions
Content Column
background-color#edededcolumnalternate
width33.333%100%
id19201810766368265

Reporting

Content Block
background-color#2ba78ba3
border-radius30px
id1057326732
Expand
titlePCM
Expand
titlePCM Contact Info
Expand
titlePCM Action Comments
Expand
titlePCM Risk Comments
Expand
titleDiagnosis
Expand
titleDiagnosis Comments
#ededed
id6368266


Content Layer
background-color#ededed
id170119547
Content Column
background-color#ededed
columnalternate
width33.333%
id170119562


Content Column
background-color#ededed
columnalternate
width33.333%
id170119568


Content Column
background-color#ededed
columnalternate
width33.333%
id170119576


...