Account Specialist
4 days ago
LOCATION: GENERAL TRIAS
Duties and Responsibilities :
- Conduct area survey and develop area mapping identifying prospective borrowers;
- Conduct barangay/community program orientation meeting and mean test;
- Facilitate center membership selection;
- Ensure formation of 10 centers with maximum of 30 members within one year from office set-up;
- Conduct the Compulsory Center Training in his center;
- Facilitate election of center officers;
- Prepare center members for Center Recognition Test;
- Train center officers in screening new members, planning and conducting center meetings, monitoring individual projects and handling and resolving conflicts;
- Facilitate loan application, loan processing, loan releases, collection and other program services;
- Recommend approval of loan applications and program fund withdrawals;
- Check all center transactions before endorsement to office;
- Facilitate conduct of weekly center meetings to enhance center development.
- Facilitate the resolution of center problems such as default payment and conflict among members;
- Encourage center members to actively participate in weekly center meetings.
- Conduct regular loan utilization check;
- Prepare and submit weekly progress reports (loan releases, collection and defaults) in a timely manner;
- Prepare and submit monthly program status reports in a timely manner;
- Maintain harmonious relationships with other field workers and centers;
- Update project leader of the day-to-day operations of the center under his supervision and suggest ways to improve the program;
- Performs duties and responsibilities required under the latest manual of operations pertaining to the position; and
- Performs other tasks as may be assigned from time to time.
Minimum Requirements:
- Knows how to drive a motorcycle
- Willing to do field work
- Hardworking, dedicated and determined
- Knowledgeable of Microfinance matters
- Excellent time management and multi-tasking skills
- Highly articulate with excellent people skills
- With good problem-solving skills
Job Type: Full-time
Benefits:
- Company events
- Life insurance
- Opportunities for promotion
- Paid training
- Pay raise
- Promotion to permanent employee
Education:
- Senior High School (Preferred)
Experience:
- Account Specialist: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: On the road
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