The Operations Officer is responsible for ensuring the smooth functioning of the sales department by providing administrative support, managing sales data and systems, and assisting in sales strategy development. They play a pivotal role in enhancing sales team productivity and achieving revenue targets.
- Key Functions and Responsibilities:
Budget and Operational Expenses Handling
System and Product Enhancement and Development
- Collaborate with Field Sales Associates and Regional Sales Officers to streamline and improve sales processes specifically in Loan Ranger tablet administration.
Identify bottlenecks and inefficiencies in the sales cycle and propose solutions.
- Provide training and support to the sales team on LR and LRM tablet administration.
Act as a liaison between sales, marketing, and other departments, ensuring seamless communication and collaboration.- Assist in the development of sales collateral and presentations.
Process Management:- Oversee and optimize loan application processing and approval workflows.
ULOS
LH System- Monitor and enforce compliance with company policies, industry regulations, and quality standards in relation to CSB/partner requirements.
Continuously assess and improve processes to enhance efficiency and customer satisfaction.
- Advisory Update Releasing
Billing Requests and Monitoring:
- Declares accurate LSG performance via the LSG BCP-KPI Report
Ensure that the data to be billed are accurate- Collaborates with LSG team and Finance regarding this sub-process
Monitors invoices billed filed in the ERP System
Declare income proven and confirmed to be that of Petnet's solicitation- Ensure that declared income is not overstated or understated
Systems Management:- Collaborate with CSB, IT and technical teams to ensure the functionality and integration of loan management systems.
Troubleshoot system issues and work with CSB, IT and relevant stakeholders to implement solutions.
Generate regular sales reports and performance metrics for the sales team and senior management.
- Ensure data accuracy and consistency in all sales-related reports.
Ensure that the sales team follows all relevant regulations, policies, and procedures.- Maintain documentation related to sales compliance.
Assist in managing and nurturing customer relationships by providing relevant data and insights to the sales team.
- Undertake special projects and assignments as requested by the sales leadership team.
Proven experience in sales operations, sales support, or a similar role.
- Strong analytical, organizational, and problem-solving skills.
Proficiency in CSB systems and Microsoft Office / GSheet- Excellent communication and interpersonal skills.
Detail-oriented with a focus on data accuracy.
- Ability to work collaboratively in a fast-paced environment.
Our Purpose: To empower and uplift Filipinos by providing access and choices for financial inclusion
- Our Mission: We put the customer first by delivering innovative, reliable, and secure solutions to all our stakeholders and through digital and human touchpoints.
Our Vision:
A nation where financial services are inclusive and borderlessIndustry Leadership:
As a subsidiary of Union Bank of the Philippines, PETNET is backed by a strong financial institution that leads the way in delivering innovative solutions and revolutionizing the banking industry.Professional Growth: We foster a culture of continuous learning and personal development. By joining our team, you will have access to training programs, mentorship opportunities, and a supportive work environment that encourages growth and progression.
- Team Collaboration: At PETNET, we believe in the power of collaboration and teamwork. You will have the opportunity to work alongside talented professionals, exchange ideas, and contribute to meaningful projects that shape the future of financial services.
Impactful Work: *Our services play a crucial role in facilitating global transactions, cross-border payments, and financial inclusivity. By joining us, you will make a tangible impact on individuals, businesses, and communities, both locally and globally.
If you are driven, innovative, and eager to make a difference, we invite you to join our team at PETNET. Be part of an organization that values excellence, fosters growth, and champions transformative solutions in the financial services sector.
Apply now and embark on a rewarding career journey with PETNET. Together, let's shape the future of financial services!
Please note: Only shortlisted candidates will be contacted for an interview.
Job Type: Full-time
Pay: Php18,
- 00 - Php22,000.00 per month