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Credit & Collections Coordinator I

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Location
PHL-RE Shared Services-Iloilo, Philippines
Type
Full-time
Source
Workday

Description

Job Summary

Performs routine credit and collections activities while supporting customer account management and repayment processes. Applies working knowledge of established procedures to resolve straightforward issues and maintain account accuracy. Operates with moderate supervision while developing functional expertise.

 

Job Responsibilities

  • Arrears and Debt Recovery - Communicate with clients regarding repayments in accordance with established repayment schedules to maximize income received.
  • Data Collection and Analysis - Perform basic data entry tasks.
  • Record Keeping - Record actions, activities, and basic information immediately in straightforward systems, in accordance with instructions and well-defined processes, so that information is accessible and can be checked.
  • Resolving Customer Issues - Respond to basic customer issues, such as returns.
  • Internal Communications - Exchange information with people by having courteous interactions with them.
  • Financial Management and Control - Enter data into standard company systems, and review and verify it for accuracy.
  • Personal Capability Building - Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
  • Operational Compliance - Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

 

Experience Level

 

Recommended General Experience

Basic experience of simple office / operational systems (4 to 6 months)

 

Recommended Managerial Experience

None

 

Applicable Skills

  • Computer Skills - Intermediate - Works at an intermediate level to understand and effectively use standard office equipment and standard software packages to support business processes. Typically works with guidance.
  • Data Collection and Analysis - Intermediate - Works at an intermediate level to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Typically works with guidance.
  • Verbal Communication - Basic - Works at a basic level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works under close supervision.
  • Data Intepretation - Basic - Works at a basic level. Typically works under close supervision.
  • Budget and Control - Basic - Works at a basic level to create, analyze and monitor budgets in line with organizational and project/program criteria; identify trends and forecasts. Typically works under close supervision.
  • Categorizing and Classifying Information - Basic - Works at a basic level to utilize systems and tools to support categorizing and classifying data and information. Typically works under close supervision.
  • Database Reporting - Basic - Works at a basic level to use database reporting tools and techniques. Typically works under close supervision.
  • Information Retrieval and Searching - Basic - Works at a basic level to utilize systems and tools required to search for new data or retrieve existing data in a database. Typically works under close supervision.
  • Document Management - Basic - Works at a basic level to use document management tools to manage, view, organize, and store documents. Typically works under close supervision.
  • Data Control - Basic - Works at a basic level to acquire, organize, protect and process data in order to fulfill business objectives. Typically works under close supervision.
  • Numerical Skills - Basic - Works at a basic level to understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports. Typically works under close supervision.
  • Review and Reporting - Basic - Works at a basic level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works under close supervision.
  • Financial analysis - Basic - Applies elementary concepts of knowledge / skill to develop activities assigned under supervision

Qualifications

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
  • With at least 6 months relevant work experience
  • Strong attention to detail and accuracy.
  • Excellent communication and stakeholder management skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Problem-solving and analytical mindset
  • Ability to quickly learn and apply enterprise AI tools and technologies to support technical workflows and business objectives.

 

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