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Sr. Associate, Credit-PHL

Taguig City, Philippines
Job ID: 37259

Description

 

 

Job Description Template

 

 

Section 1:  Identifying Information

 

Position Title: 

Sr Associate, Credit

Job code:

150164PHL

Grade:

 

Date Prepared:

August 23, 2019

Reports to:

Team Leader

Prepared by:

Ryan Cargullo

Department:

Finance

Business line:

Credit

Positions reporting to this position

Not Applicable

Target team size:

Not Applicable

Country/City:

Philippines, Manila

 

 

 

Section 2:  Position Summary

 

Provides administrative or technical support at a specialist level.  Incumbents are highly proficient in a broad range of activities related to their job.  May act as a lead or mentor to more junior technical or administrative support personnel.   Consistently works on complex assignments requiring independent action and a high degree of initiative to resolve issues. Makes recommendations for new procedures.

Major Responsibility:Operations Tasks

 

Supporting Actions:

 

  • Periodic review and perform write up of accounts
  • Spreading of Financial Statements
  • Export Compliance Process
  • Handling of inbound/outbound calls
  • Handling of complex reconciliation tasks
  • Coordinate/collaborate with business partners for dispute resolution
  • Build and develop excellent working relationships with internal customers
  • Review and release of orders on hold based on the authority level
  • Payment application for complex processes (Wires, Auto cash, Credit Card)
  • Suspense account reconciliation
  • Coverage or back up when necessary due to staffing shortage
  • Reconciliation of coded items and disputes raised by customers
  • Exercise judgment based on define process to determine appropriate action
  • Proactive problem solving
  • Handle internal and customers escalations by cultivating customer experience
  • Other administrative functions as needed and identified by the role

 

 

 

 

End Results:Timely and accurate processing of transactions based on the agreed SLA.  Performance should be error free or should have no financial impact.  Scorecard target of meets expectation.\

 

Percentage:     40%

 

 

Major Responsibility:Reporting Tasks

 

Supporting Actions:

 

  • Management of aging and cash report
  • Monitor / Update of Cash Tracker / Forecasting Spread sheet
  • Analyze and able to provide input for snapshot reports
  • Provides data analytics to support business needs
  • Provides required and scheduled reports as defined by management

 

End Results:Usage of generated data as task aid for resolution and publication of required defined reports as needed

 

Percentage:     10%

 

 

Major Responsibility:Administrative Tasks

 

Supporting Actions:

 

  • Guide and provide support to new hire for process specific training
  • As needed, assist in coaching Associates in terms of process related concern/issue
  • Lead team huddle as needed
  • Participate by sharing best practice to the rest of the team

 

 

End Results:Accurate process knowledge based on the established updated process documents

 

Percentage:     10%

 

 

Major Responsibility:Escalation Handling

 

Supporting Actions:

 

  • First point of escalation for vendor/customer issues/concerns
  • Taking Supervisor call for customer issue that the further require higher authority
  • Point of contact or the go to person when the Team Lead is out or not available

 

End Results:Completion of resolution and/or to endorse to the resolution owner or action party

 

Percentage:     30%

 

Major Responsibility:Process Improvement

 

Supporting Actions:

 

  • Actively look and identify opportunities for improvement impacting current process, methods and set up
  • Participate or be part of a process improvement initiative in the team

 

 

End Results:Completion of resolution and/or to endorse to the resolution owner or action party/ completion for participated process improvement activities.

 

Percentage:     10%

 

 

Section 3:  Job Qualifications and Educational Requirement

 

 

  • Two year college degree or equivalent experience and minimum five years’ functional experience. 
  • OR HS diploma or equivalent and a minimum 8 years of functional including 4 years position specific experience.

 

      Technical Competencies

  • Must be proficient in MS Office applications
  • Process knowledge and understanding of SLAs
  • Basic written and verbal communication skills
  • Process specific tool navigation skill
  • Analytical skills
  • Detailed oriented
  • GAAP (Generally Accepted Accounting Principles)
  • Financial Analysis
  • Problem Solving Analysis

 

      Foundational Competencies

  •      Drives Results 
  •     Self-directing to get results 
  •     High level of past achievement 
  •     High task orientation 
  •     Willing to sacrifice to get results 
  •     Persists in accomplishing the objectives despite obstacles and setbacks 
  •     Has a track record of exceeding goals successfully 

 

  •      Decision Quality 
  •     Makes sound decisions, even in the absence of complete information 
  •     Relies on a mixture of analysis, wisdom, experience, and judgment when making decisions 

 

  •      Communicates Effectively 
  •     Is effective in a variety of communication settings, 1:1, small, large groups, or among diverse styles and position levels. 
  •     Attentively listens 
  •     Provides timely and helpful information to others across the organization 

 

  •      Manages Complexity 
  •     Asks the right questions to accurately analyze situations 
  •     Acquires data from multiple and diverse sources when solving problems 
  •     Evaluates pros and cons, risks and benefits of different solution options 

 

 

Section 4:  IM Competencies

 

      In-Role Behavioral Competencies

  •      Self-Development 
  •     Generally aware of new trends in field 
  •     Sometimes learns new concepts 
  •     Sometimes aware of personal weaknesses 
  •     Generally sets self-development goals 

 

  •      Interpersonal Savvy 
  •     Relates comfortably with people across levels, functions and culture 
  •     Acts with diplomacy and tact 
  •     Builds rapport in an open, friendly and accepting way 
  •     Builds constructive relationships with people both similar and different to self 
  •     Some recognition of job conflict 
  •     May suggest solutions to conflicts 
  •     Some tolerance of difficult people 

 

  •      Instills Trust 
  •     Follows through on commitments 
  •     Is Seen as direct and truthful 
  •     keeps confidences 
  •     Practices what he/ she preaches 
  •     Shows consistency between words and actions 

 

  •      Being Resilient 
  •     Adequate emotional control 
  •     Shows temper only with provocation 
  •     Reasonably calm under criticism 
  •     Some ability to manage conflict 
  •     Occasionally defensive 

 

 

 

Section 5:  Other Information

 

Recognized skilled specialist in job area.  May be responsible for leading daily operations.  May train, delegate and review the work of lower level employees. Problems typically are not routine and require analysis, judgment and initiative.  Makes minor adjustments and enhancements to working methods to improve effectiveness of area. 

 

 

Incumbents independently perform a wide range of complex duties under general guidance from supervisors.  Known in the department/group as the “knowledge base” of information.  Acts independently to determine methods and procedures on new assignments. Often acts as a facilitator and team leader.

 

 

 

 

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