Account Officer: Client Credit & Account Management

Cycle Financing Corporation; Santa Rosa; On-site; PHP 240,000 - 360,000; Full time

Job summary

Cycle Financing Corporation in Laguna, Sta. Rosa is seeking a dedicated Account Officer to join our growing team.

This full-time role focuses on managing client accounts, coordinating account-related transactions, monitoring payments, and delivering excellent service to customers. Key duties include conducting Credit Investigations, inspecting collateral, gathering client information, and preparing Credit Assessment Memorandums.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• Strong written and verbal communication skills.
• Strong customer service and relationship management skills.
• Good understanding of basic accounting and financial transactions.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.

Responsibilities

• Conduct ocular Credit Investigation (CI) at the client's residence and/or business.
• Inspect collateral units, including taking photos and conducting stenciling.
• Gather client information through neighbor and barangay checking.
• Conduct employment verification and trade checking.
• Evaluate and validate information gathered during the investigation.
• Prepare accurate and complete Credit Assessment Memorandum (CAM).
• Ensure timely submission of investigation reports and supporting documents.
• Perform other related duties as assigned by management.

Skills

Communication

Customer service

Relationship management

Accounting knowledge

Organization

Attention to detail

Confidentiality

Education

Bachelor's degree in Business Administration, Finance, Accounting, Management

Tools

Excel

Google Sheets

Job description

Cycle Financing Corporation in Laguna, Sta. Rosa is seeking a dedicated Account Officer to join our growing team.

This full-time role focuses on managing client accounts, coordinating account-related transactions, monitoring payments, and delivering excellent service to customers. Key duties include conducting Credit Investigations, inspecting collateral, gathering client information, and preparing Credit Assessment Memorandums.