Case and Records Management Specialist

6 hours ago

Makati City, National Capital Region, Philippines PHirst Park Homes by Century Properties Group, Inc. Full time
  • To administer case investigation to the sales workforce and take necessary actions against sellers who commit acts prohibited by the company;
  • To ensure proper documentation for case investigation;
  • To provide quality and efficient case management service to internal (accredited salespersons and concerned departments of Phirst) and external customers (Phirst buyers).
  • To collect all requirements of all aspiring sellers for accreditation.
  • To update and maintain a Masterfile of all accredited sellers of Phirst.

Duties and Responsibilities

  • Drafts and issues memoranda to agents with alleged violations, with reference to their Authority to Sell (ATS)
  • Prepares internal communication memoranda
  • Coordinates with the Customer Care Department / Client Relations Unit on seller-related cases involving client complaints and other concerns
  • Coordinates with the Legal Department on cases involving seller claims (e.g., labor cases, commission claims)
  • Ensures proper case facilitation by organizing files and retrieving pertinent documents and attachments such as Conditional Purchase Agreements, Statements of Account, Official Receipts, etc.
  • Mediates and facilitates administrative conferences
  • Deliberates each case and account prior to execution of judgment
  • Handles requests for withholding sellers' commissions and receivables in the event of a case
  • Verifies sellers' accountabilities for transfer, clearance, and commission
  • Reviews and ensures accurate record-keeping of all sellers' requirements prior to accreditation
  • Updates and maintains a master file of all accredited sellers for use by other departments in executing their duties and responsibilities
  • Creates Business Partner numbers in SAP
  • Reviews endorsements of BDO account numbers for processing mobilization funds and other monetary incentives
  • Provides updated case and records management reports for review by the Sellers Desk AM and submission to the Sales Support Section Head
  • Provides accreditation solutions through partnerships with government agencies
  • Proposes solutions and process improvements to ease seller onboarding

Qualifications

  • Graduate of any bachelor's degree, preferably with Legal or Paralegal studies

Knowledge

  • Proficient in MS Office applications

Skills

  • Good communication skills (oral and written)
  • Strong interpersonal skills
  • Good organizational and time management skills
  • Keen attention to detail

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