Job Description
Full details about the role and requirements
Yukerja Summary
The CREDIT AND COLLECTION ASSISTANT role at Greystone Asia Resources, Inc. is curated from Bossjob (category Keuangan & Perbankan). Note the work location (Taguig, National Capital Region, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
KEY RESPONSIBILITIES:
- Conduct regular follow-ups on collections for overdue and problematic accounts to ensure timely payment.
- Monitor and manage accounts receivable, ensuring accurate tracking of outstanding balances.
- Ensure accurate recording and application of all client payments in the system, maintaining alignment with outstanding account balances.
- Prepare Statements of Account (SOA) upon request by Sales Executives or clients or as needed, ensuring accuracy and completeness.
- Responsible for issuing official collection receipts for all client payments in a timely and accurate manner.
- Conduct one-on-one meetings with Sales Executives twice a month to address client-specific issues and identify possible solutions.
- Communicate professionally with clients/Sales Executives to resolve billing issues and payment concerns.
- Ensure compliance with 2307 requirements and secure necessary documents from clients.
- Conduct Customer Investigations for prospective clients.
- Maintain accurate and organized filing of all collection and credit documents including Counter Receipts, Deposit Slips, Delivery Receipts, 2307 forms, Demand Letters, and completed C.I. Forms.
- Perform quarterly reconciliation of 2307 monitoring records with scanned documents, finalize the 2307 reports, and submit copies to the Accounting Manager for review and final processing.
- Prepare demand letters for clients with no payment, letters of dishonor for clients who issued bounced checks, and reminder letters for clients with overdue accounts.
- Compile and submit a weekly report every end of the week to the CEO detailing all tasks completed and key updates for the week.
QUALIFICATIONS:
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field
- At least 1–2 years of experience in credit and collections or accounting
- Knowledge of accounting principles and receivables management
- Proficient in MS Excel and accounting systems
- Strong attention to detail and organizational skill