Credit And Collection Coordinator I

Job Description

Provides administrative and operational support to the Credit Team by assisting in the processing of credit review requests for new and existing customers. Works closely with the Credit Risk Analyst and other Credit Coordinators to help ensure smooth handling of requests from receipt to decision communication.

Additionally supports the team by preparing basic departmental reports, monitoring orders on hold to facilitate timely review and release and assisting with audit-related tasks and documentation as needed.

Responsibilities

OKR 1: Functional/Technical Expertise

• Validates and prioritize requests from customers and business partners for credit review/approval of new and existing customers, reviewing all requests for completeness and accuracy.
• Partners with requesting parties to ensure that all requests are properly supported with documentation that is in line with all corporate policies and controls.
• Manages document repositories such that all supporting documentation is housed securely, in line with corporate policies around document retention, and in a manner that is supportive of future audit requests.
• Supports daily and monthly tasks that specifically support SOX-related controls and testing.
• Assists with tracking periodic reviews of existing customers, working with the Credit Risk Analyst to ensure timely updates to credit files and proper risk segmentation across the broader portfolio.
• Acts as co-owner of key customer master data elements, including credit limit and payment terms.
• Monitors and reports on credit hold queues to ensure timely review of orders requiring credit approval, and timely communication of go/no-go decisions
• Serves as back-up and support in the creation of departmental reporting, scheduled and ad-hoc
• Participate in ad hoc projects and prepare ad hoc analysis as required.
  
  

OKR 2: Customer Commitment & Internal and External Communication

• Identifies customer (internal/external) & stakeholders needs through communication and probing.
• Create solutions to customer & stakeholder problems or issues..
• Assists customers & stakeholders in handling, servicing, follow-up, communication, and closure of issues, which could include collaboration and coordination with another department/team.
  
  

OKR 3: Team Support and Development

Definition: Individual contribution to further team effectiveness and development towards better efficiency, productivity, support quality and quality of work life.

• Actively participates in team activities and initiatives.
• Fulfil other reasonable duties and projects as required.
• Serves as back-up for next level similar or related function for business continuity.
• Participate in company-initiated training and activities, which aim to upskill or develop new skills which will benefit the team and department.
• Participates in different activities initiated by the Business Unit and Team to promote work life balance and effective team
  
  

Qualifications

• Bachelors Degree holder preferably in Finance/Accounting.
• Has up to one (1) year relevant work experience.
• Has good English communication skills.
• Willing to work in Mandaluyong on a full-onsite and night shift.
• Willing to work on a Philippine Holiday as this will support the North America region.
  
  

About The Team

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.

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