CREDIT NOTE SPECIALIST

CREDIT NOTE SPECIALIST

Job Description

Job Title:      CREDIT NOTE SPECIALIST

Reports:       Office Manager / Managing Director

Core Functions:

As our Credit Note Specialist you will be responsible for managing and processing credit notes within our financial operations.

Key Responsibilities:

• Review requests for credit notes to ensure they comply with company policies.
• Accurately process and issue credit notes in financial systems.
• Analize discrepancies between invoices and payments.
• Work with internal teams (sales, customer service, finance) to resolve issues.
• Liaise with customers to explain credit notes or adjustments.
• Address inquiries related to refunds or credits.
• Maintain accurate records of credit note transactions.
• Ensure compliance with tax regulations and internal audit requirements.
• Generate reports on credit note trends or recurring issues.
• Recommend process improvements to reduce errors.
• Account for invoices to ensure that they are returned to the office
• Accurate filling of invoices in customers’ files
• Assist with billing of invoices
• Assist with picking and packing in the warehouse

Skills and Qualifications:

• Minimum Diploma in Accounting, Finance, Business Administration or related field
• Minimum 3 years of experience in a similar position.
• Strong understanding of financial processes and accounting principles.
• Proficiency in accounting software (ie. Peachtree)
• Proficiency in Microsoft Office Suite (including Excel).
• Attention to detail and problem-solving skills.

Excellent communication and customer service abilities.