Job Description

  • Job Purpose: The Happy Customer Retention is responsible for ensuring quality new recruits and collection of payments from dealer accounts, and negotiation for delinquent accounts, as necessary.
  • Duties and Responsibilities
  • Performs assessment for new dealers and approves all submitted requirements to ensure credit worthiness.
  • Receives cash/check payments for advance, on-time and overdue.
  • Issues Collection Receipts for payments for advance, on-time and overdue.
  • Checks and monitors maturing and delinquent accounts.
  • Attends daily morning calls and reports the current activities, programs, overdue and maturing accounts for the day.
  • Conducts cadence meeting with Great Life Executives (GLE) every 1 st day of the month and 3 rd week of the month.
  • Deposits daily to PCDSI bank account the collection from the previous day every morning and afternoon if there are heavy collections.
  • Monitors and ensures achievement of the required Collection Efficiency Rate (CER) of Core and Expansion branches and CER for the new recruits within the given grace period and overdue recovery.
  • Generates Monthly Total Maturing Report (1 st day of the month covering the succeeding month).
  • Performs a daily cash count at the end of the day before endorsement to Happy Customer Supervisor. Registers daily in the logbook the cash collection to be kept in the vault.
  • Prepares Daily Collection Daily Analysis (DCDA) report for Happy Customer Supervisor validation.
  • Uploads validated deposit slip and DCDA Report for submission to Treasury and Credit and Collection Regional Head.
  • Conducts Heart-to-Heart (H2H) calls focusing on overdue (dealers with highest overdue in pesos value) and maturing accounts (call GLE, GLD and GLM).
  • Sends SMS to the dealers to collect payments (before and after due date).
  • Prepares and serves Statement of Account to the dealers before their due date.
  • Prepares and sends reminder/demand letters to dealers with overdue account ( 61 days overdue).
  • Maintains a file of collection-related documents for easy access and timely preparation and submission of required reports.
  • Performs field collection as needed.

  • Job Details

    Role Level: Entry-Level Work Type: Full-Time
    Country: Philippines City: Metro Manila
    Company Website: http://www.personalcollection.com.ph/ Job Function: Customer Service
    Company Industry/
    Sector:
    Manufacturing

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