ACCOUNT OFFICER (FRESH GRADUATES ARE WELCOME TO APPLY!)

Cycle Financing Corporation; Santa Rosa; Vor Ort; PHP 240.000 - 360.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

Customer service

Relationship management

Accounting knowledge

Organization

Attention to detail

Confidentiality

Ausbildung

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

Tools

Excel

Google Sheets

Jobbeschreibung

Cycle Financing Corporation is seeking a dedicated and detail-oriented Account Officer to join our growing team. This is a full-time position based in Laguna, Sta. Rosa offering an excellent opportunity to develop you career. As an Account Officer, you will play a key role in managing client accounts, coordinating account-related transactions, monitoring payments, and providing excellent service to our customers. This role is at the heart of our account operations, requiring strong communication, attention to detail, and effective coordination to ensure that client accounts are properly managed and our business objectives are met.

Key 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.

What we're looking for

• Bachelor's degree in Business Administration, Finance, Accounting, Management, or a related field

• Strong written and verbal communication skills, with the ability to communicate professionally with clients and internal teams

• Strong customer service and relationship management skills, with the ability to handle client inquiries and account-related concerns professionally

• Good understanding of basic accounting, financial transactions, and account management principles

• Excellent organizational and time management skills, with the ability to manage multiple accounts and meet deadlines

• Strong attention to detail and accuracy when handling account records, documents, payments, and transactions

• Proficiency in Microsoft Office Suite and/or Google Workspace, particularly Microsoft Excel or Google Sheets

• Ability to maintain confidentiality and handle sensitive client and financial information with professionalism