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Credit And Collection Specialist Happy Customer Retention_ - Malita Davao Occidental

Talentmate

Philippines

6th May 2026

2605-18885-95

Job Description

JOB PURPOSE

The Happy Customer Retention position ensures efficient cash collection management, assesses new dealers creditworthiness, and monitors maturing and delinquent accounts. It is also responsible for daily cash handling, deposit processing, dealer evaluation, and overdue account follow-ups.

KEY RESPONSIBILITIES
Cash Handling and Collection Management
Registers daily cash collection in the logbook and secures it in the vault.
Deposits the previous day’s collection into the company’s bank account every morning and as needed.
Prepares the Daily Collection Daily Analysis (DCDA) report for the mother branch to ensure the accuracy of logs in the system versus deposited amounts.
Uploads validated deposit slips and DCDA Reports for submission to the Treasury and Credit and Collection Regional Head.
Performs field collection as needed
Accepts and processes dealer’s payment.
Performs a daily cash count at the end of the day before endorsement to the Invoicing Clerk.
Dealer Assessment and Credit Approval
Assesses new dealers and approves submitted requirements to ensure creditworthiness.
Participates in Barangay/ Offsite recruitment to validate new recruits.
Monitoring and Follow-Up of Maturing and Delinquent Accounts
Checks and monitors maturing and delinquent accounts via text blasts and provides lists of maturing and overdue accounts to uplines.
Checks and monitors maturing and delinquent accounts through calls.
Conducts Heart-to-Heart (H2H) calls focusing on overdue dealers (highest overdue in peso value) and maturing accounts (calls GLE, GLD, and GLM).
Prepares and sends reminder/demand letters to dealers with overdue accounts (accounts over 61 days overdue).
Maintains a file of collection-related documents for easy access and timely preparation and submission of required report
Reporting and Coordination

○ Conducts cadence meetings with Great Life Executives (GLE) every 1st day of the month and the 3rd week of the month to discuss CER updates, issues, concerns, policy cascades, and programs (e.g., amnesty, bond buildup).

○ Generates the Monthly Total Maturing Report on the 1st day of the month covering the succeeding month.

Other Tasks

○ Performs other tasks and/ or activities as required by Immediate Superior.

QUALIFICATIONS
Preferably a bachelor’s degree in business management or any related field.
Preferably experienced in direct selling, sales, relationship management, or similar work environment.
Minimum of 2 years experience in credit and collection or cash handling roles.
Strong analytical, communication, negotiation, and interpersonal skills.
Flexibility regarding work assignments (cross-posting), assignment schedules, and work locations.
Ability to work independently and conduct field collections as necessary.
Proficient in computer skills with foundational skills in Microsoft Office (Outlook, Word, Excel, PowerPoint, Google Sheets, Workspace, etc).

Job Details

Role Level:	Entry-Level	Work Type:	Full-Time
Country:	Philippines	City:	Malabuyoc Central Visayas
Company Website:	http://www.personalcollection.com.ph/	Job Function:	Finance
Company Industry/ Sector:	Manufacturing

What We Offer

About the Company

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