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Credit and Collection, Accounts Receivable, Customer Service Officer

Location:
Dubai, Dubai, United Arab Emirates
Posted:
November 26, 2018

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Resume:

Marnell Pan-Piloto

Flat ***, Al Serkal Bldg., Al Muteena

Dubai, United Arab Emirates

Email: ac7sku@r.postjobfree.com

Mobile: +971*********

Career Objective:

To position myself in a result oriented company that seeks an ambitious and career conscious person where acquired skills and education be utilized towards continued growth and advancement. Education:

Bachelor of Science in Commerce major in Marketing – March 2002 University of the Immaculate Conception, Bonifacio Street, Davao City 8000, Philippines

*With UAE stamp

Professional Background:

September 2017 – Present Associate Executive for Customer Service & Collection (Real Estate Developer)

PAL Developments LLC

601 Al Zarouni Building, Sheik Zayed Road, Barsha 1 Dubai, United Arab Emirates

A promotion handling the same, Collection and additional Customer Service task

As Collection Executive

Achieve monthly collection target

Prepare collection tracker in excel for easy and accurate monitoring of payment plan (date, amount & penalty computation)

Initiate and create email reminder of AR with detailed breakdown of values

Prepare monthly Collection Forecast for Cash Flow Analysis

Ensure timely collection schedule

Prepare Day Sales Outstanding report

Prepare monthly SOA for all clients

Prepare collection letter to delinquent accounts and take necessary action for debt recovery

Coordinate with Legal Department by providing necessary information for settlement or take legal action against debtors

Present Monthly AR report to management meeting

Assist Finance Manager in making critical decisions for bad debt recovery and write-offs as well as risk management measures.

As Associate Customer Service Executive

Ensure accurate customer records in CRM

Establish and monitor the standard for Customer Service in the company using a recognized benchmark

Keep records of customer interactions and transactions, recording details of inquiries, complaints,

& comments as well as actions taken

Ensure timely and professional response to all complaints, request and queries received

Coordinate and cooperate with Legal department for documentation required in Dubai Land Department

Prepare activity reports of the Customer Care department January 2016 – September 2017 Collection Executive (Real Estate Developer) PAL Developments LLC

601 AL Zarouni Building, Sheik Zayed Road, Barsha 1 Dubai, United Arab Emirates

Achieve monthly collection target

Prepare a collection tracker in excel for easy and accurate monitoring of payment plan (date, amount, penalty computation)

Initiated and created a detailed email reminder of accounts receivable with invoice attached to clients

Prepare collection forecast for cash flow analysis on monthly basis

Ensure accurate and timely collection schedule

Prepare monthly statement of account for all clients

Monthly bank reconciliation from unidentified payments against client ledger

Monitor and follow up overdue accounts through telephone and email

Prepare collection letter for delinquent accounts

Participate in client meeting for settlement of delinquent accounts for debt recovery

Responsible for other administrative tasks such as resolution form, termination form and answering customer email enquiries

Prepare and present monthly collection report to management and BOD. October 2010 – August 2015 Asst. Credit & Collection Manager (Oil & Gas) Phoenix Petroleum Philippines, Inc.

Phoenix Bulk Depot, Lanang

Davao City, Philippines

Responsible for overall management of Credit and Collections department, which includes developing and improving operational goals of the department

Interact with customers to obtain additional credit information to support credit lines

Perform client visits to discuss concerns regarding the account and check for credit viability on the requests for extended terms

Handle nationwide approval of credit orders for Fuel, Lubricants & Materials through SAP including but not limited to; orders in excess of credit line, extended payment terms (e.g. S30 to M30/S45), special request to defer payment, etc

Monitor collections and provide regular update of receivables to management

Assist in developing credit policies & programs to minimize past due and reduce bad debts

Negotiate payment programs with delinquent customers that are workable and acceptable to the company’s policies. It entails assessment of client’s operations, financial positions and etc in case of restructuring

Analyze and prepare report on high risk accounts including recommendations for resolution

Maintain bad debts and debt recovery records

Reviewing portfolio for ongoing evaluation through write-offs

Identify accounts requiring collection agency or legal action and coordinate collections with third party contractors

Participate in Management meetings and performs other administrative tasks in day to day operation of the office.

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July 2009 – September 2010 Credit and Collection Officer (Oil & Gas) Phoenix Petroleum Philippines, Inc.

Phoenix Bulk Depot, Lanang

Davao City, Philippines

Manages the staff and activities relating to collections and adjustment of delinquent accounts to include monitoring attendance records, conducting performance evaluations, providing coaching, discipline and resolving personnel related issues

Handles approval of Sales orders within the authority level

Coordinate with Sales team to get feedback/comments/suggestions for clarification

Compiles customer payment histories by creating financial spreadsheet, analyzing customer trends and prepares credit reports timely and accurately

Provides assistance in managing banks and other financial institutions like Cash position monitoring projection

Compose collection letters and convey facts and information in a courteous, tactful, and firm manner.

Responsible for other administrative tasks in managing day to day operations in the office. September 2008 - June 2009 Credit Analyst (Oil & Gas) Phoenix Petroleum Philippines, Inc.

Phoenix Bulk Depot, Lanang

Davao City, Philippines

Responsible for posting of payments from the customers, processing and verification of accounts receivable to ensure accurate and timely payment of all invoices

Involves collection for all the outstanding payments and past due accounts.

Communicate with the sales team and clients thru emails and phone calls to remind them the unpaid balances

Sending statement of account weekly and monthly to the clients to achieve prompt collection

Reconcile transactions and balances to maintain accurate records

Responsible for verification of the customer sales order before sending credit status to the officer for approval.

Answer calls from customers regarding their inquiries

Assist in administrative, clerical support including scanning, faxing, data entry of documents. Seminars and Trainings Attended:

Effective Managerial Skills, Davao City, Philippines, February 2014

Small Money Claim in Court without an Attorney, Metro Manila, Philippines, November 2013

Credit Analysis Evaluation & Scoring Seminar, Metro Manila, Philippines, September 2014

Credit Investigation Seminar, Makati City, Philippines, March 2013

Advanced Credit Management and Collection Strategies, Makati City, Philippines, October 2012

The Basics of Collection Negotiation for Credit and Collection Professionals, Pasay City, Philippines, September 2010

Improving Your Collection Skills, Pasay City, Philippines, September 2010

Customer Care Excellence, Davao City, Philippines, October 2011

Back to Basics: Building High Performance Teams – The MBO Series Workshop, Davao City Philippine, February 2011

Time Tested Strategies to Outperform Competitors, Davao City Philippines, January 2010 Personal Data:

Birth date: February 14, 1980 Nationality: Filipino Religion: Christian Height: 5’ 4”

Weight: 60 kgs.

Skills:

SAP A1, SAP R3 & SAP Business One and Microsoft Office Applications Language:

English, Tagalog, Visayan

Reference:

Mr. Romeo De Guzman

Board of Director

Phoenix Petroleum Philippines, Inc.

25th Floor, Fort Legend Towers

3rd Avenue corner 31st Street

Fort Bonifacio Global City

Taguig City 1634, Philippines

Telephone: +639*-***-****

Mr. Reynaldo Phala

Assistant Vice President for Treasury Group

Phoenix Petroleum Philippines, Inc.

25th Floor Fort Legend Towers

3rd Avenue corner 31st Street

Fort Bonifacio Global City

Taguig City 1634, Philippines

Telephone: +639*-***-****



Contact this candidate