Job Overview
The Happy Customer Retention position ensures efficient cash collection management, assesses new dealers creditworthiness, and monitors maturing and delinquent accounts. It is also responsible for daily cash handling, deposit processing, dealer evaluation, and overdue account follow-ups.
Job Responsibilities
- 1. Cash Handling and Collection Management
- a. Registers daily cash collection in the logbook and secures it in the vault.
- b. Deposits the previous day's collection into the company's bank account every morning and as needed.
- c. Prepares the Daily Collection Daily Analysis (DCDA) report for the mother branch to ensure the accuracy of logs in the system versus deposited amounts.
- d. Uploads validated deposit slips and DCDA Reports for submission to the Treasury and Credit and Collection Regional Head.
- e. Uploads validated deposit slips and DCDA Reports for submission to the Treasury and Credit and Collection Regional Head.
- f. Accepts and processes dealer's payment.
- g. Performs a daily cash count at the end of the day before endorsement to the Invoicing Clerk.
- 2. Dealer Assessment and Credit Approval
- a. Assesses new dealers and approves submitted requirements to ensure creditworthiness.
- b. Participates in Barangay/ Offsite recruitment to validate new recruits.
- 3. Monitoring and Follow-Up of Maturing and Delinquent Accounts
- a. Checks and monitors maturing and delinquent accounts via text blasts and provides lists of maturing and overdue accounts to uplines.
- b. Checks and monitors maturing and delinquent accounts through calls.
- c. Conducts Heart-to-Heart (H2H) calls focusing on overdue dealers (highest overdue in peso value) and maturing accounts (calls GLE, GLD, and GLM).
- d. Prepares and sends reminder/demand letters to dealers with overdue accounts (accounts over 61 days overdue).
- e. Maintains a file of collection-related documents for easy access and timely preparation and submission of required report
- 4. Reporting and Coordination
- a. Conducts cadence meetings with Great Life Executives (GLE) every 1st day of the month and the 3rd week of the month to discuss CER updates, issues, concerns, policy cascades, and programs (e.g., amnesty, bond buildup).
- b. Generates the Monthly Total Maturing Report on the 1st day of the month covering the succeeding month.
- 5. Other Tasks
- a. Performs other tasks and/ or activities as required by Immediate Superior.
