- 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.
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Collections Associate
1 linggo ang nakalipas
Dempsey Resource Management INC Makati, PilipinasDempsey Resources Management Inc is HIRING · COLLECTIONS ASSOCIATE · Job Qualifications: · Education · Bachelor's/College Degree in Management, · Banking and Finance or equivalent. · Experience · At least 1 year experience in bank · operations. · Knowledge/Skills · Knowledgeable ...
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Collections Associate
1 linggo ang nakalipas
Dempsey Resource Management INC Makati, Pilipinas Buong orasDempsey Resources Management Inc is HIRINGCOLLECTIONS ASSOCIATEJob Qualifications:EducationBachelor's/College Degree in Management,Banking and Finance or equivalent.ExperienceAt least 1 year experience in bankoperations.Knowledge/SkillsKnowledgeable in banking internal policies & ...
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Collections Associate
1 linggo ang nakalipas
DEMPSEY RESOURCE MANAGEMENT INC. Makati, Pilipinas Buong orasCollections AssociateMainQualificationsEducationExperienceKnowledge/SkillsBachelor's/College Degree in Management,Banking and Finance or equivalent.At least 1 year experience in bankoperations.Knowledgeable in banking internal policies &documentation is an advantage.Proficient in ...
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Collections Associate
3 araw ang nakalipas
Dempsey Resource Management Inc. Makati, Pilipinas Buong oras- Willing to START ASAP in MAKATI- Must be a Graduate of Bachelor's / College Degree in Management, Banking and Finance or equivalent- Must have at least 1 year of work experience in Bank Operations- Knowledgeable in Banking Internal Policies & Documentation is an advantage- Prof ...
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Collections Associate
3 araw ang nakalipas
Dempsey Resources Management Inc Makati, Pilipinas Buong orasBachelor's/College Degree in Management, Banking and Finance or equivalent.At least 1 year experience in bank operations.Knowledgeable in banking internal policies & documentation is an advantage.Proficient in MS Office especially MS Excel.With good oral and written communication ...
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Collection Associate
1 linggo ang nakalipas
Dempsey Resource Management Inc Makati, Pilipinas Buong orasSALARY: OPEN FOR NEGOTIATION Qualifications:Bachelor's/College Degree in Management, Banking and Finance or equivalent.At least 1 year experience in bank operations.Knowledgeable in banking internal policies & documentation is an advantage.Proficient in MS Office especially MS Ex ...
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Collections Associate
3 araw ang nakalipas
Dempsey Resource Management, Inc Makati, Pilipinas Buong oras-Bachelor's/College Degree in Management,-Banking and Finance or equivalent.-At least 1 year experience in bankoperations.-Knowledgeable in banking internal policies &documentation is an advantage.-Proficient in MS Office especially MS Excel.-With good oral and written communicat ...
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Collection Associate
3 araw ang nakalipas
Dempsey Makati, Pilipinas Buong orasEducationExperienceKnowledge/SkillsBachelor's/College Degree in Management,Banking and Finance or equivalent.At least 1 year experience in bankoperations.Knowledgeable in banking internal policies &documentation is an advantage.Proficient in MS Office especially MS Excel.With goo ...
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Collection Associate
1 linggo ang nakalipas
Dempsey Resource Management Inc. Makati, Pilipinas Buong orasDIRECT HIRINGJob Title Collections AssociateMain QualificationsEducation Bachelor's/College Degree in Management, Banking and Finance or equivalent. Experience At least 1 year experience in bank operations. Knowledge/Skills Knowledgeable in banking internal policies & documentati ...
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Collection Associate
1 linggo ang nakalipas
Dempsey Resource Management, Inc. Makati, Pilipinas Buong orasQualifications:- Bachelor's/College Degree in Management, Banking and Finance or equivalent.- At least 1 year experience in bank operations.- Knowledgeable in banking internal policies & documentation is an advantage.- Proficient in MS Office especially MS Excel.- With good oral ...
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Collections Associate- Hybrid
3 araw ang nakalipas
DEMPSEY RESOURCE MANAGEMENT INC. Makati, Pilipinas Buong orasBachelor's/College Degree in Management,Banking and Finance or equivalent.At least 1 year experience in bankoperations.Knowledgeable in banking internal policies &documentation is an advantage.Proficient in MS Office especially MS Excel.With good oral and written communicationski ...
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Collection Associates
1 linggo ang nakalipas
Welsend Global Services Inc. Taguig, PilipinasRole Overview: · Collection work on accounts to minimize bad debt losses, support collections, and profitable sales. · Role Responsibility: · • Making outbound calls and following up to customers with delinquent accounts in a professional and courteous manner, and discussing over ...
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Collections Associate/ Bel-Air Makati/ 15k-17k
3 araw ang nakalipas
Dempsey Resource Management Inc Makati, Pilipinas Buong orasEducation:- Bachelor's/College Degree in Management, Banking and Finance or equivalent.Experience:- At least 1 year experience in bank operations.Knowledge/Skills:- Knowledgeable in banking internal policies & documentation is an advantage.- Proficient in MS Office especially MS ...
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Collection Associate/ Ayala Ave. Makati/ 16k-25k
2 araw ang nakalipas
Dempsey Resource Management Inc Makati, Pilipinas Buong orasEducation:Bachelor's/College Degree in Management,Banking and Finance or equivalent.Experience:At least 1 year experience in bankoperations.Knowledge/Skills:Knowledgeable in banking internal policies &documentation is an advantage.Proficient in MS Office especially MS Excel.With ...
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Collections Specialist
1 linggo ang nakalipas
Cobden and Carter International Inc Metro Manila, PilipinasENTRY - ASSOCIATE LEVELWork set-up: Hybrid - 3x onsite, 2x WFH · BGC Taguig · Qualifications:Bachelor's Degree · Knowledge in excel and Collections system · Has working experience in banking/financial industry · Proactive · Meticulous and accuracy in work quality · Able to ...
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Regulatory Affairs Pharmacist
3 araw ang nakalipas
MICHAEL PAGE INTERNATIONAL RECRUITMENT (PHILIPPINES) INC. Manila, Philippines, Pilipinas Buong orasLeading retail and e-commerce network in beauty and luxury · Autonomous go - to expert in regulatory affairs management · About Our Client · Integrated brand-building capabilities include luxury retail, online commerce, consumer marketing, and supply chain management. · Job Descr ...
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Billing and Collection Assistant
6 araw ang nakalipas
SMARTPARK SYSTEMS SOLUTIONS INC. Manila, Pilipinas Buong oras1. Ensure updated customer master list and contact information regularly2. Prepare billing template for upload in system timely: Association Dues, Utilities (Water / LIPO), Amenities Rentals and others like interest, work orders, etc.3. Issuance of receipts as applicable for paym ...
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Actuarial Valuation Analyst
3 araw ang nakalipas
Willis Towers Watson Manila, Pilipinas Buong orasThe Role · Excellence · Prepare valuations of pension plans and retiree welfare plans for consulting offices · Respond to queries from consultants with respect to plan provisions and valuation results and resolve/escalate any problems or issues · Complete work in accordance with ...
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Audit Manager
1 araw ang nakalipas
Dempsey Outsoursing Inc. MANILA, Pilipinas Permanent· • Monitoring the progress of the engagements handled and the timely resolution of the audit findings. · • Participate in training, coaching, and other developmental opportunities for analysts, associates, and processors on your team and across other teams, where necessary. · • ...
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Strategy and BD Manager
3 araw ang nakalipas
MICHAEL PAGE INTERNATIONAL RECRUITMENT (PHILIPPINES) INC. Philippines, Manila, Pilipinas Buong orasHuge local conglomerate · Pioneer role · About Our Client · A renowned local conglomerate investing in the healthcare access of the Filipinos across hospitals, technology, and pharmaceuticals. · Job Description · Lead the strategy planning sessions and the corresponding follow th ...
Credit and Collection Associate - Manila, Pilipinas - TDT Powersteel Corporation
Paglalarawan
Credit Investigation:
Collections: