Accounts Management Associate (CDO)

ACCOUNTS MANAGEMENT ASSOCIATE - CDO

JOB PURPOSE

The role is responsible for providing assistance, advice, consultative support, and alternative solutions to help our clients in deciding which best financing option to take in paying off their contract balances.

• Ensures completeness of initial documents of an account's folder forwarded by Records Management Team from Sales
• Assesses ripe accounts and monitors fully paid equity accounts as a priority for processing; ideally, accounts should be pre-approved 3 months prior to full payment of equity
• Coordinates and schedules with clients on their payment plans of the contract balances (residential, commercial, condotel, etc.) either through cash, bank financing or Pag-Ibig financing
• Encodes and prepares housing loan documents both for bank and Pag-Ibig processing
• Assists clients throughout the loan application process, from endorsement for pre-approval to actual release of loan (bank and Pag-Ibig financing)
• Ensures that clients have attended the Buyers Validation Seminar or its equivalent at least (3) months prior to the delivery of the housing loan application (Pag-Ibig processing)
• Sends loan takeout reminders to clients whose accounts are due for processing
• Endorses accounts to various accredited banks (client’s choice or CLI’s recommendation) for loan applications of clients
• Coordinates regularly with Account Officers of banks on approved accounts to comply with developer's post-approval requirements
• Updates daily monitoring and other relevant reports for the movement of each account
• Additional responsibilities and tasks can be added at any time according to the needs of the business

• A graduate of any 4-year business-related course which includes but is not limited to BS Commerce Major in Finance, BS Management Accounting, BS Business Administration
• At least 1 year of proven work experience in the same capacity
• Solid experience and knowledge in MS Applications (Word, Excel), Google Sheets. Relevant experience in SAP is a plus
• Above-average communication skills and command of the English language
• Strong record-keeping ability for various trackers and monitoring reports
• Solid experience in Customer Service for both internal and external clients
• Ability to interact comfortably and effectively with a diverse clientele