Credit and Collections Analyst at Satellite Office

Job Description

Duties & Responsibilities

The primary duty of this position is to manage a collections portfolio of over 300 accounts in order to maximize prompt payment while maintaining excellent customer relations. Accountable for reducing delinquency for all assigned accounts, by monitoring past due balances & conducting customer follow-up, while meeting department goals and metrics. This work is directly related to BDA’s management policies and includes the following responsibilities:

  • Exercise independent, direct responsibility for a collections portfolio

  • Determine which accounts need to be investigated

  • Utilize a wide variety of financial analysis tools to examine customers for potential risk via their liquidity, leverage ratios and forecasting trends, and calculate creditworthiness for customers

  • Prioritize collection work load according to management policies relating to degree and amount of delinquency

  • Identify & escalate issues that cannot be solved independently which may prevent or delay payment

  • Collection of declined credit card invoices in accordance with management policies

  • Research credits on account for refund or application to invoices

  • Maintain customer data in ERP system as needed to manage accounts receivable portfolio

  • Research and interpret bill of ladings and proof of delivery documentation as needed to manage accounts receivable portfolio

  • Research of electronic invoicing account (Ariba and B2B) as necessary

  • Prepare and present account status updates for aging reviews and month end comments

  • Special projects as assigned

Experience Requirements

  • 2 - 5 years of Collection experience

  • 2+ years with electronic invoicing (B2B, EDI, 3rd Party Postings)

  • Collection of high volume and high profile client accounts

Job Skills & Traits

  • Ability to exercise discretion and independent judgment on matters of significance

  • Excellent Excel skills including vlook-ups & pivot tables

  • Detail-oriented

  • Prioritize and meet deadlines

  • Ability to perform root cause analysis and drive problem resolution

  • Excellent customer service & communication skills

  • Ability to build relationships with clients and sales while maintaining a high percentage of collections

Work Setup: Onsite (Ortigas), Graveyard shift (10PM – 7AM)

About Satellite Office

Satellite Office provides premium staffing solutions for small to medium sized businesses, assisting them to build their own dedicated teams in the Philippines. Using our 20+ years experience in the BPO industry, we will build and manage tailored remote staff for each client we partner with.

Location: Pasig, Metro Manila, Philippines

Salary: Negotiable salary

Referral Reward: 15,000 PHP

Starting: Now

Contract: Full Time

Company Website: Visit

Tags:
Account Management Credit Analysis Credit Financial Analysis Microsoft excel

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