Retention Officer

Concrete Solution Builders and Supply; Quezon City; On-site; PHP 279,000 - 424,000; Full time

Job summary

Concrete Solution Builders and Supply in Metro Manila is seeking a meticulous Billing/Accounts Support professional to handle client communications, invoicing, and collections.

You will collaborate with Sales and Operations, encode invoices in QuickBooks, prepare statements, monitor retention billing, and assist with deposits and bank records.

The role requires a degree in business, strong organizational skills, and the ability to work independently in a fast-paced environment.

Qualifications

• Bachelor's degree or related business course.
• Ability to partner with teams and third-party providers to drive aftersales strategy.
• Strong problem solving with ability to create and execute project plans.
• Keen on details and highly organized with leadership skills, able to thrive in fast-paced and demanding environment.
• Self-discipline and ability to work independently.

Responsibilities

• Contact clients for collection.
• Send information on group chat for collection.
• Photocopy checks and collection receipts.
• Collate documents for retention billing.
• Answer inquiries of Sales and Operations.
• Update billing monitoring for general projects and consolidated materials.
• Update weekly sales and collection reports.
• Update new accounts summary.
• Encode billing invoices on QuickBooks.
• Update retention billing summary report.
• Find information on deposits with unknown status.
• Create statements of account requested by clients.
• Write on deposit slips to deposit cash collected.
• Request and check Form 2307 from clients.

Skills

Team collaboration

Problem solving

Detail oriented

Leadership

Independent worker

Education

Bachelor's degree or related business course

Tools

QuickBooks

Job description

• CONTACT CLIENTS/CUSTOMER FOR COLLECTION
• SEND INFORMATION ON THE GROUP CHAT FOR COLLECTION
• PHOTOCOPY CHECKS AND COLLECTION RECEIPTS
• COLLATE DOCUMENTS FOR BILLING OF RETENTION
• ANSWER INQUIRIES OF SALES AND OPERATIONS DEPARTMENT
• UPDATE THE BILLING MONITORING OF GENERAL PROJECTS & CONSOL MATERIALS
• UPDATE SALES AND COLLECTION REPORT FOR THE WEEK
• UPDATE THE NEW ACCOUNTS SUMMARY
• ENCODE BILLING INVOICES ON QUICKBOOKS
• UPDATE THE RETENTION BILLING SUMMARY REPORT
• FIND THE INFO OF COLLECTION WITH QUESTION MARKS (UNKNOWN DEPOSITS) ON THE PASSBOOK
• CREATE STATEMENT OF ACCOUNT REQUESTED BY CLIENTS
• WRITE ON DEPOSIT SLIPS TO DEPOSIT THE CASH COLLECTED TO THE BANK
• REQUEST AND CHECK OF BIR FORM 2307 FROM CLIENTS

Job Qualification:

• Bachelor's Degree Graduate, or any related Business Course
• Ability to partner with the teams as well as third-party providers to drive implementation of aftersales Strategy
• Problem Solving skills with an ability to create and execute project plans
• Keen on details and highly organized with leadership skills, able to thrive in fast-paced and demanding environment
• Strong Self-discipline and ability to work independently