Operations Specialist
富国商通融商业保理有限责任公司上海分公司
- 公司规模:50-150人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2016-11-03
- 工作地点:上海-浦东新区
- 招聘人数:2人
- 工作经验:1年经验
- 学历要求:本科
- 语言要求:英语 熟练
- 职位月薪:8000-9999/月
- 职位类别:贸易/外贸专员/助理 资金专员
职位描述
职位描述:
The Operations Specialist is responsible for:
? Review legal contract and input customer and deal information into system.
? Collect, scan and upload invoices to system. Ensure invoice image quality and quantity accurate.
? Reconciliation of invoices and store paper files safe and in order.
? Prepare and process all simple to complex incoming invoices into the system which includes verifying customer numbers and information
? Reconcile, research, and process all credit memos into the system.
? Contact customers, dealers, manufacturers and distributors on problem invoices or payment which require further data in order to process
? Validate and verify funding information for purchased invoices and Cash application details. Make any necessary adjustments for finance charges, offsets, or credit memos
? Receive incoming phone calls from customers, manufacturers and distributors seeking additional information on data processes, or providing status updates relating to funding, billing and cash application.
? Monitor all exceptions until resolved or completed within an established timeframe
? Interface and communicate with business managers and Customer Service personnel to resolve exception approvals, invoice problems, credit memo issues, and other matters
? Need to support Sourcing, Facility and Administrative activities.
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The Operations Specialist is responsible for:
? Review legal contract and input customer and deal information into system.
? Collect, scan and upload invoices to system. Ensure invoice image quality and quantity accurate.
? Reconciliation of invoices and store paper files safe and in order.
? Prepare and process all simple to complex incoming invoices into the system which includes verifying customer numbers and information
? Reconcile, research, and process all credit memos into the system.
? Contact customers, dealers, manufacturers and distributors on problem invoices or payment which require further data in order to process
? Validate and verify funding information for purchased invoices and Cash application details. Make any necessary adjustments for finance charges, offsets, or credit memos
? Receive incoming phone calls from customers, manufacturers and distributors seeking additional information on data processes, or providing status updates relating to funding, billing and cash application.
? Monitor all exceptions until resolved or completed within an established timeframe
? Interface and communicate with business managers and Customer Service personnel to resolve exception approvals, invoice problems, credit memo issues, and other matters
? Need to support Sourcing, Facility and Administrative activities.
职能类别: 贸易/外贸专员/助理 资金专员
关键字: 贸易金融操作
公司介绍
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Wells Fargo Commercial Distribution Finance (CDF) is the trade name for certain commercial distribution and inventory financing services of Wells Fargo & Company (WFC) and its subsidiaries including Wells Fargo International Finance, LLC (WFIF) (collectively, CDF). WFIF is a subsidiary of WFC.
Established in 2012, Wells Fargo CDF Commercial Factoring Co., Ltd., the wholly owned enterprise of Wells Fargo Group, is the first commercial factoring company registered in Tianjin since the approval of factoring pilot zone in the city. Leveraging Wells Fargo’s expertise around the globe, also in conjunction with our understanding and dedication towards factoring industry development in China, we are committed to provide the best commercial distribution finance services to serve customer’s growth needs in China.
In partnership with Wells Fargo CDF, vendor clients can reduce DSO, minimize credit loss exposure, reduce collection resources and increase sales. Our support of the vendor clients provides significant credit and liquidity benefits to their dealer channels allowing the dealers to drive sales growth & enhance cash flow by minimizing inventory investments.
CDF provides its customers services and values beyond financing: it brings committed and knowledgeable relationship management, deep industry knowledge/expertise and best practices. Especially the best practices in fields like growth and operating efficiency, industry trends and leadership and people. Customers can not only get financing programs that suit their needs for business growth, but also series of services that are in favor of their long-term development.
Disclaimer
Wells Fargo CDF Commercial Factoring (China) Company Limited, a company duly established in the People’s Republic of China, is a subsidiary of Wells Fargo & Company. Wells Fargo CDF Commercial Factoring (China) Company Limited is not licensed or regulated by the China Banking Regulatory Commission (CBRC) as a commercial bank in the People’s Republic of China.
富国商通融商业保理有限责任公司是富国集团公司的附属公司,依法正式成立于中华人民共和国。其在中国內並非商业银行因而不受中国银行业监督管理委员会(银监会)的执照影响或监管。
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Wells Fargo Commercial Distribution Finance (CDF) is the trade name for certain commercial distribution and inventory financing services of Wells Fargo & Company (WFC) and its subsidiaries including Wells Fargo International Finance, LLC (WFIF) (collectively, CDF). WFIF is a subsidiary of WFC.
Established in 2012, Wells Fargo CDF Commercial Factoring Co., Ltd., the wholly owned enterprise of Wells Fargo Group, is the first commercial factoring company registered in Tianjin since the approval of factoring pilot zone in the city. Leveraging Wells Fargo’s expertise around the globe, also in conjunction with our understanding and dedication towards factoring industry development in China, we are committed to provide the best commercial distribution finance services to serve customer’s growth needs in China.
In partnership with Wells Fargo CDF, vendor clients can reduce DSO, minimize credit loss exposure, reduce collection resources and increase sales. Our support of the vendor clients provides significant credit and liquidity benefits to their dealer channels allowing the dealers to drive sales growth & enhance cash flow by minimizing inventory investments.
CDF provides its customers services and values beyond financing: it brings committed and knowledgeable relationship management, deep industry knowledge/expertise and best practices. Especially the best practices in fields like growth and operating efficiency, industry trends and leadership and people. Customers can not only get financing programs that suit their needs for business growth, but also series of services that are in favor of their long-term development.
Disclaimer
Wells Fargo CDF Commercial Factoring (China) Company Limited, a company duly established in the People’s Republic of China, is a subsidiary of Wells Fargo & Company. Wells Fargo CDF Commercial Factoring (China) Company Limited is not licensed or regulated by the China Banking Regulatory Commission (CBRC) as a commercial bank in the People’s Republic of China.
富国商通融商业保理有限责任公司是富国集团公司的附属公司,依法正式成立于中华人民共和国。其在中国內並非商业银行因而不受中国银行业监督管理委员会(银监会)的执照影响或监管。
联系方式
- 公司地址:上班地址:长泰广场