Account Officer

2 days ago

Bohol, Philippines CreditAccess Philippines Financing Company, Inc Full time

Account Officer

  • With excellent interpersonal, communication, and presentation skills
  • Organized and con manage his/ her lime well.
  • Aggressive and con work well under pressure of revenue goals
  • With pleasing personality
  • Collects data to determine customer, market and product characteristics through surveys, interviews and field research.
  • Identifies the demographic, geographic and psychographic characteristics including the buying patterns, motivation, preferences and purchase history of a particular population.
  • Profiles a given segment and identifies information such as prices of products and services of competitors, supply and demand situation, business establishments, educational institutions, probable risks, etc.
  • Identifies the unique characteristics of a product and service thot satisfies the expected needs and/or wants of o given population.
  • Prepares a report thot summarizes and interprets information according to its appropriate segment.
  • Uses a variety of company approved strategies and collaterals to engage, influence and persuade consumers to avail of the product and/or service of the company.
  • Conduct house fo house selling, leafleting and conduct orientation to small group of individuals.
  • Identifies potential leads and recruit to become a client.
  • Facilitates business assessment of the clients.
  • Gathers accurate and complete pre-qualification information to verify the potential lead's identity, personal background and financial capability and makes appropriate recommendations based thereon.
  • Collects installments as per schedule in the Demand Collection Sheet (DCS) and makes sure customers ore informed of their balances and fheir options to take further actions thot may be token to collect overdue debts and issues Official Receipts.
  • Speaks to customers to negotiate payment plans and payment schedules thot suit their current financial situation while still satisfying the debt.
  • Ensures all payments (including disbursements) ore correctly posted and deposits collections to the branch cashier by end of day and documents ore submitted.
  • Facilitate satisfactory and expeditious loan processing of the clients.
  • Attends to customer questions, complaints and concerns immediately and courteously.
  • Facilitates satisfactory resolution of all issues raised by the client.

Job Types: Full-time, Permanent

Work Location: In person

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