Financial Services Coordinator

2 days ago

Davao City, Davao, Philippines beBeePricing Full time ₱75,000 - ₱80,000

Our organization is seeking a highly skilled Financial Services Coordinator

Job Summary

The role of Financial Services Coordinator involves analyzing merchant statements, preparing customized pricing documents, and maintaining accurate reference documentation to ensure the most up-to-date information.

Key Responsibilities:
  • Analyze merchant statements to identify service needs and prepare Schedule A documents for the sales team.
  • Develop and maintain partner logos.
  • Track incoming statements and ensure timely turnaround.
  • Provide support for detailed weekly and monthly sales management reports, including analysis and account closure reasons.
  • Conduct regular audits to ensure merchant pricing aligns with proposals.
  • Maintain updated versions of PDF files.
  • Perform ad hoc reporting as needed.
Required Skills and Qualifications:
  • Education: Bachelor's Degree (preferred).
  • Experience: 1-3 years in an analytical role (preferred).
  • Technical Skills:
  • Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
  • Experience with a CRM program.
  • Core Competencies:
  • Communication (Oral and Written): Clear, concise, and effective communication skills.
  • Analytical Thinking: Ability to solve problems using critical thinking and reasoning.
  • Detail Orientation: High attention to detail for accuracy in tasks.
  • Decision Making: Capable of making critical decisions while adhering to company procedures.
  • Organizational Skills: Systematic approach to managing tasks and responsibilities.
  • Integrity: Demonstrates honesty and credibility in the workplace.
  • Accountability: Takes responsibility for actions and outcomes.

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