About the job Field Collections Officer - Iloilo
JOB SUMMARY
The Collections Officer will handle the day-to-day collection activities of the assigned AFP/SSS Product/s as defined in the Collections Policy and relevant Collections Manual/Memos. A Collections Officer will show consistent implementation and handling of an assigned (or multi-assigned) Collection Core Task/s as designated by and developed for him/her by the Collections Supervisor and/or CCD Manager. These Core Tasks may include any of the following: Payroll Collection, Refunds Management, Delinquent Account, Skip Tracing/CI, Tele-Collections, Collections Admin, or Recovery Collections
JOB DUTIES AND ESSENTIAL FUNCTIONS
Collections Activities Implementation
· Following the assigned Core Task, ensures that all daily, weekly, monthly, and all time-based Collection activities are executed properly, consistently, accurately, and within schedule as defined in the Collections Policy and all related Collections Manuals and Memos. Specific tasks includes the following:
1. Check and monitor the daily reconciliation vs Certificates.
2. Counter check billing report if all data are correct and if all releases are included in the ERP.
3. Identify the clients with uncollected account and short payment.
4. Check the UA/SP schedule against payroll list.
5. Identify new UA/SP included in the current schedule based on the schedule submitted to Association of Lending Investors of Pensioners Inc. (ALIP).
6. Check and monitor of Accounts reconciliation.
7. Classify accounts according to ALIP reason and coordinate to the Branch Head for scheduling of house visit and recommended courses of action.
8. For deleted / unclaimed accounts request verification form from AFP Finance Center every two months then endorse to Credit Team for certification of monthly pension for submission to ALIP.
9. For deceased and Re-marriage accounts request for death certification and CENOMAR authenticated by NSO for possible write-off.
10. Prepare AFP/SSS Delinquent re-billing status
11. Prepare Non-starter
12. Prepare AFP Write-off summary
Adherence to Standard Operations Protocols
· Follows the defined Standard Operations Protocols in handling individual work schedules and task assignments as it impacts the overall efficiency and process turn-around-time of the team
· Contributes individually to maintaining a stable Operations Service Supply Chain by immediately raising operational concerns and work-related red flags which may impact the team or another functional group within the Operations department
Records and Documents Upkeep
· Ensure on-time and accurate reporting, documentation, filling and storage, and submission of all relevant reports as defined in the Collections Policy and related Collections Manuals/Memos
Kaizen Special Projects
· May be assigned to work with the Collections Supervisor and/or CCD Manager to review relevant Collections policies, manuals, and Standard Operations Guide to influence operational efficiency and improve bottom-line achievement of Collections KPIs