Refund/Credit Specialist

Job Title

The hiring manager has been asked to provide oversight for cash handling, theft and cash loss in restaurants, asset prevention, and theft from deposits. The hiring manager is a CPA, and this role rolls up through Accounting Department.

Through their review, they identified there was no oversite for supplier credits/refunds. If the restaurant receives damaged or expired food, they need to submit a request for credit/refund. There are a number of requirements for requesting credit/refunds, and the individual restaurants do not have the time to track the status of the request.

This person would review submitted credits, make any adjustments to the requests that may have been missed, track the status of the requests, and communicate via email to the stores to increase the credit/refund acceptance rate from the supplier. They will spend ~20-25 hours a week on this project and the remainder of their 40 hours helping with similar projects within the organization. Has the potential to be a longer assignment or converted to a permanent employee.

Job Duties

Monday to Thursday in office with the potential to be remote on Friday.

Pull a daily report from Food Logic for any credit request in the following status, Credit Rejected, No Credit Requested, Restaurant Review.

Add the daily report to the running list, remove any duplicate incident IDs.

Pull up each incident ID within Food Logic and determine if (follow up with the restaurant is necessary; invoice or PO data needs to be updated; wrong supplier is listed; wrong reason code is selected; push back with the DC/Supplier is necessary; the rejection is valid)

Email the restaurant, FL, and TD with the additional information requested for the incident.

Pull the invoice or PO information from ERS or Oracle

Review the label within Food Logic and update the supplier

Update the reason code in Food Logic

Push back to the DC with the reason why

No action needed

Update the running list with the action taken.

Key Requirements

Attention to detail.

Not afraid to ask questions.

Objective mindset.