Credit and Reconciliation Analyst

4 days ago

Makati, Philippines Smart Communications, Inc. Full time

Account Management, Negotiation and Settlement

  • Receiving, evaluating, facilitating and/or coordinating customer inquiries, complaints on non-receipt of bills, disputes and requests (for copies of bills, historical and A/R related records), enrollment in Digital Bills Delivery-eSOA, special billing instructions and monitoring of extended payment arrangements as may be necessary, with clients to ensure prompt processing of payments prior to month’s bill run.
  • Highlights good-paying customers by promptly monitoring and coordinating unresolved disputes to prevent service interruption
  • Initiates appropriate measures like call-out and email reminder by coordinating with the customer’s Technical and Finance groups on the needed information for settlement.
  • Spearheads negotiation meeting with the customer’s Finance/Accounting executives to present the updated and reconciled A/R aging profiles as basis of discussions and payment settlement.
  • Promptly decides, leverages and process clients’ requests for lifting of Redirection and reconnection of TD accounts due to late payments.
  • Handles coordination of the following issues internally: Incident ticket creation, case creation, technical and system related disputes, data extraction and validation, correction of rates, barring of services and profile alignment.
  • Computes and pursue collection of Pre-termination Fee (PTF) for accounts on special arrangement.
  • Coordinates with and demand from concerned clients the immediate issuance of manager/cashier’s checks as replacement for their returned check payments and initiates appropriate treatment for non-compliance to manage further credit risks.
Disputes Evaluation, Resolution and Adjustment Management
  • Handling evaluation and resolution of any pendingBilling issues that may result to operational or revenue adjustments to preclude any settlement delays.
Account Treatment Monitoring and Management
  • Performing Treatment list analysis via payment reminder, follow up overdue invoices to client, sending dunning letters if they exceeded on their credit terms and recommend service disruption such as reschedule /inclusion / exclusion / suspension from auto-treatment.
Credit Exposures Evaluation and Management
  • Performing Customer Account evaluation, justification and recommendation for Credit Clearance of additional service / retention requests of existing Customers via email based on updated AR profile and payment commitment and/or justification for revenue adjustment.
Collection Report & Performance Evaluation
  • AR report analysis and evaluation of assigned Customer/ Portfolio that may improve cash flow & downsize receivables. Applies expertise on various billing systems (SFDC, CSP, One Bill, et.al) in handling and solving customers’ inquiries, disputes, and A/R related issues. Prepares and endorses any special billing instruction arranged with client to Bill Dispatch team for timely execution
Collection Management
  • Handling dispatch of check pick-up and Endorsement of Bank remittances / Electronic Fund Transfer (EFT) prior posting of payments.
Qualifications:
  • Graduate of any 4-year course preferably business-related course
  • At least 2 years relevant experience in the same capacity
  • With related experience in the banking/financial or credit card industries
Seniority level
  • Associate
Employment type
  • Part-time
Job function
  • Customer Service, Finance, and Management
Industries
  • Retail
  • Financial Services
  • Telecommunications
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