Credit Investigation: Ensures completeness of the client's requirements submitted by the Sales Representatives.
Validates if the Sales Representatives do Personal Data Verification by checking the requirements in relation to place of business and branches or warehouse.
Assesses, analyzes and interprets client's finances such as Financial Statements and bank statements or bank information to determine the degree of risks involved.
Conducts bank investigation for terms and dated thru phone to determine sufficiency of the fund.
Conducts investigation with the client's supplier to determine the character of the borrower and stability of the business.
To asks additional requirements if the submitted documents are not enough to cover the credit amount applied.
Approves credit terms of regular transactions with no changes in the terms and amount and with good payment history.
Submits findings/evaluation to Treasury / Credit & Collection Manager for approval of credit application.
Consolidates customer's assessment reports from Sales Representatives with field pictures. Encodes/updates customer information on credit limit section in the Quick Books system.
Receives and verify invoices and requisitions.
Prepares customer's invoice and ensures that before counter receipt is forwarded to the customer, invoice and delivery receipt are completed and signed by customer's authorized representative.
Encodes counter receipt once received by customer in Quick Books by entering the recipient's name, collector's name and date received by customer.
If client has not transmitted their payment on or before its due date, the Collection Assistant shall immediately contact the client and Sales Representatives managing the client's account.
Does collection effort and notifies delinquent accounts by telephone or through dunning and demand letters.
Records checks collected from customers in the logbook for documentation & reference.
Posts customer payments by recording cash and check collections to customer accounts in the Quick Books system.
Reviews customer refunds and adjustments.
Advise customers of necessary actions and strategies for debt repayment.
Monitors and analyzes credit-worthiness of accounts and recommend proper actions to the managers.
Analyzes ageing reports and effect appropriate collection actions.
Job Types: Full-time, Permanent
Pay: Php16,
- 00 - Php18,000.00 per month
Benefits: - Additional leave
Company Christmas gift
Health insurance Opportunities for promotion
Promotion to permanent employee
Schedule:Supplemental Pay:
Application Question(s):- Are you willing to assign in Sampaloc Manila
Can you join immediately
Education:
Experience:
* Credit and Collection: 1 year (Required)
