Credit & Collection Coordinator  

Job Description

1. Verification of accuracy and completeness of data and attachment required on COPS(internal) and submission to Credit & Collection Officer/Supervisor/Head for final verification prior to the approval of the president or approving officer.

a. A complete set of documents is comprised of the following: COPS, Sales Contract, Job Order Slip, Delivery Receipt, Cutting List, Job Site sketch, Provisional or Collection Receipts, proof of payment (deposit slips or credit card receipts), Release Authority (R.A.) Form, and Request for Mobilization or Request foe Rebate, when applicable

b. If there are revisions, cancellations, or returns, a request letter from the client must be attached as well

c. Check if terms indicated in the COPS are correct and are being followed

d. Check if information in the COPS matches the information found in the Microwin System

2. Custodianship of original Customer’s files and other collection purposes

3. Monitoring of JOS/DO/DR status for billing and for collection purposes

4. Monitoring of service expenses (delivery charge and labor cost) against agreed contract amount

5. Monitoring of status of installation cost ( gross amount, net amount, and percent of completion)

6. Indicate and check computation of tonnage per Closed Contract on COPS

7. Posting of collection to both the COPS and Microwin System

8. Follow-up and close monitoring of the timely submission of PDC’s on hand to Head Office

9. Preparation of essential documents when requesting for Release Authority, to be approved by Credit and Collection Supervisor/Officer/Head or approving Officer

10. Check and monitor assigned branches’ Daily Production Report (DPR) on a daily basis and make sure that production reports are updated

11. Coordinate with Inventory Department concerns involving production, transfer of materials, requests for re-production/pull-out/exchange

12. Preparation of daily, monthly Closed Contract and to date Sales performance report

a. Daily Sales Report (DPR) must be submitted on a daily basis

b. Monthly Sales Report (MSR) must be submitted the day before the MANCOM Meeting at the latest

13. Monitoring of sales quota/performance of the branches’ sales engineers

a. Request for the release of incentives by sales engineers are to be double checked by the C&C coordinator, and noted by their immediate superior before obtaining final approval from the president

14. Daily coordination with branch sales personnel and to other particular department pertaining to customer’s related order and branch operation requirements

15. Dissemination of assigned branches operations’ request/requirements to concerned individuals directly to expedite processing and monitor the status of the same

16. Perform other duties specifically in taking over the responsibilities of a coordinator who is on vacation, sick, or emergency leave

17. Daily follow up of Accounts Receivables/preparation and sending of Reminding and Demand letters.

Qualifications:

Education: Bachelor’s or College degree in any field.
Work Experience: Open to Fresh Graduates

Skills: Computer literate

• Can use Microsoft Office applications, particularly Word and Excel
• Attention to detail