Invoicing Clerk Invoicing Clerk …

Wells Fargo
in Shanghai, Shanghai Shi, China
Permanent, Full time
Be the first to apply
Competitive
Wells Fargo
in Shanghai, Shanghai Shi, China
Permanent, Full time
Be the first to apply
Competitive
Responsible for providing the highest level of quality service to our internal and external customers by properly administering all processing functions within the processing unit. Such services will provide support to multi financial products, including but not limited to CDF(Commercial Distribution Finance).

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Market Job Description

Commercial Distribution Finance (CDF) aims at financing global, regional and local Original Equipment Manufacturer (OEM) distribution channels across geographies through floor-planning and inventory financing product offerings. Supported by global system that is integrated with the dealers and vendors, the CDF business is global with platforms in the Americas, Asia Pacific, Europe, Middle East and Africa.

Role Summary/Purpose:

These functions include Customer Set-up, Booking, both EDI and manual, Billing, Cash application/Settlement and Customer service etc. Ensure timely and accurate service to our external Manufacturer and Distributor vendors.

Primary Responsibilities:

  • 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 applicaiton 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

Market Skills and Certifications

  • Bachelor’s degree with 1 year experience working with accounts receivable and/or accounts payable , remittance, settlement or in a customer service position
  • Strong attention to detail
  • Analytical thinking and problem resolution skills
  • Proficiency with Microsoft Office applications including Excel
  • Fluent in English and Mandarin. Both in verbal and writing.

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

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