Credit and Collection Analyst

U-BIX Corporation; Makati; On-site; PHP 350,000 - 520,000; Full time

Job summary

U-BIX Corporation in Makati, Philippines seeks a Credit & Collection professional to monitor customer accounts, drive timely receivables, and forecast weekly collections. You will coordinate with Sales and Account Managers to resolve past-due items and provide customer service on collection issues.

Strong communication skills and a solid finance background are essential. Responsibilities include daily collections, documentation validation, and ensuring accurate billing support and notices are

Qualifications

• Bachelor's degree in business-related field.
• At least 3 years in Finance & Accounting, with 2 years in Credit & Collection.
• Strong verbal and written business communication skills.

Responsibilities

• Monitor assigned customer accounts and collect receivables in time per company policy and guidelines.
• Conduct daily collections: follow up status of clients, unpaid billings, coordinate to ensure proper OR preparation and payment application.
• Make weekly collection forecasts and monitor collection status to help team hit monthly targets.
• Collaborate with Sales/Account Managers to resolve past-due issues for immediate collection.
• Interface with clients by phone, email, correspondences and meetings to address overdue accounts and encourage current status.
• Provide customer service on collection issues, document requests, holds and suspensions, refunds, shorts payments, and SOA discrepancies.
• Validate and document adjustments to customer accounts and facilitate approvals for accuracy of customer SOA accounts.
• Monitor handling of billing supporting documents, SOA, letters and notices to ensure completeness and proper transmission to customers.

Skills

Verbal and written communication

Education

Bachelor's degree in Business (Finance/Accounting/Economics/Marketing/Math/CS/Statistics)

Job description

Job description:

• Monitor assigned customer accounts & collects account Receivable in time applying procedures & technics in accordance with Company's policy & guidelines to achieve collection goals.
• Conduct collection effort on a daily basis in accordance with established procedures: that includes follow up status of clients, unpaid billings, facilitating customer payments, coordination to ensure proper OR preparation & application of payments.
• Make Collection forecast on a weekly basis & monitor collection status to help Team achieve monthly targets.
• Collaborates with Sales Managers/Account Managers in resolving Identified issues concerning past due account towards immediate collection.
• interface with clients by phone , email, correspondences & meetings to address overdue accounts, making them aware of the impact of the delivery of services, support them to make their account become current.
• Provide Customer Service regarding collection issues, request for documents, hold & suspension, customer refunds, shorts payments, discrepancies in SOA's.
• Validate, provide correct basis & complete documentations of adjustments to customer accounts: & facilitate approval to ensure accuracy customer SOA' 7 accounts.
• Monitor handling & flow of billings supporting documents, SOA, letter & notices to ensure completeness, proper transmittal to the customers.

QUALIFICATIONS:

• Bachelor's degree in any Business course such as Finance, accounting, Economics, marketing, math, computer Science, statistics.
• At least 3 years of work experience in Finance & accounting, of which 2 years in Credit & collection.
• Very good in Verbal & written business communication skills